Rate Sheet Generation User Guide

This guide describes the process for building and generating a paper style (Excel) rate sheet file through Optimal Blue.

Rate Sheet Generation User Guide

The following solution articles are also available to guide you through the process of building and generating your rate sheet:

Step #1: Building a Product Tree

Step #2: Configuring Pricing Sources

Step #3: Building a Template

Step #4: Daily Generation

For information on using more than one investor’s pricing on your rate sheet, see the Blending Pricing Sources guide. 

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