This article describes how to select a loan from the Secondary Queue. Once a secondary user selects a loan from the Secondary Queue, they can manage lock requests and access loan level features such as loan history, pricing trace, and historical rate sheets.
For additional information 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.
Selecting a Loan from the Secondary Queue
The first step in managing a lock request is to select a loan from the Secondary Queue.
Click the Secondary Queue tab located at the top of the screen.
If you want to display only those loans that match specific criteria, choose the appropriate options from the Queue Options section to filter the display, and click Filter Queue. You can filter based on loan status, date range, entity, or text in any loan field (such as loan number or borrower name.)
NOTE: You can enter the date range into the From and To fields, or you can click the calendar next to each field and choose a date. The system uses the date range that you select as the default the next time you log in.
NOTE: To remove the filter based on search text, delete the text in the Search Text field and click Filter Queue.
- If needed, sort the queue by clicking on the pipeline header fields. Click once to sort the queue in ascending order. Click again to sort the queue in descending order.
Choose the loan you want to work with by clicking the Select link.
Once selected, the record opens. A list of loan-level icons displays below the loan, and the loan status bar displays at the top of the window. No other loans can be accessed while in a selected file.
WARNING: In order to release the selected loan, you must click the Release link, select another loan, or log-out of Optimal Blue. If close your browser without logging out of Optimal Blue or manually releasing a selected loan, all users, regardless of access level, will be locked out of the loan for 15 minutes.