Enable Rate Calculators via Optimal Blue

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

 

Among these settings, you'll have access to allow LO teams to enable the rate calculators via Optimal Blue if this integration is set up.

 

How to Enable on the Company Dashboard

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

 

 

Screen_Shot_2020-11-23_at_1.50.05_PM.png

 

 

Navigate to Company Settings and then Basic Settings:

 

 

Screen_Shot_2020-08-12_at_7.11.45_AM.png

 

 

Scroll down to Landing Page Configuration and select the option to Edit Landing Page Settings:

 

 

Screen_Shot_2020-09-24_at_8.13.10_AM.png

 

 

You will have the option to enable or disable any of the landing page calculators individually including the here including the Rate Calculator. You can also select if you'd like the product names to display on the landing pages. Make sure you select Save to confirm the change:

 

 

image.png

 

 

Success! LO teams will now have the option to enable and adjust the rate calculators via Optimal Blue if enabled.

 

How to Enable for the Landing Page

From your team pipeline, navigate to Settings and select the Team Info tab:

 

 

Screen_Shot_2020-11-06_at_8.23.09_AM.png

 

 

Scroll down to Landing Page Configuration and select the option to Edit Landing Page Configuration:

 

 

Screen_Shot_2020-11-11_at_11.29.25_AM.png

 

 

Select the option to Enable Landing Page Calculators and then Rate Calculator. Make sure you select Save to confirm the change:

 

 

team_settings.png

 

 

Success! The rate calculators will now appear with your other landing page calculators on the landing page for borrowers to view.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Article is closed for comments.