Secondary User Guide

This document describes how Secondary users manage lock requests, review loan-level details such as loan history and pricing trace, view historical rate sheets, and export reports.

Download the Secondary User Guide. Clients who are integrated with an LOS should refer to the guide provided in the LOS Integrations category for their respective system.

This video demonstrates an overview of the Secondary workflow on the Lender site in Optimal Blue.

System Training Secondary Overview

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