Enable Rate Calculators via Optimal Blue


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:






Navigate to Company Settings and then Basic Settings:






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






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:






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:






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






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






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

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