This article describes how loan officers can select and release loans from their pipeline. Users must either release a loan manually or log out of the system at the end of the session in order to release a loan. If users close their browser without logging out of Optimal Blue, the system does not release the selected loan.
You can select a loan by choosing the Select link or by using the one-touch icons in the Edit column of your pipeline.
The selected loan expands in the pipeline with one-touch icons that allow you to perform tasks such as product searches and adding notes. Information about the selected loan and one-touch icons for the loan display in the Loan Status bar at the top of each screen. Access to that file is restricted to other users (including the Optimal Blue staff) until you release the loan.
WARNING: You must either Release a loan manually or log out of the system at the end of the session in order to release a loan. If you close your browser without logging out of Optimal Blue, the system does not release the selected loan.
Failure to release a loan will restrict access to all users for 15 minutes.
After you have completed work on a file, click the Release link.