- Through seamless integration with Optimal Blue, mortgage brokers and bankers can request a product and pricing decision from their preferred lenders and investors without ever leaving Encompass LOS.
- Mortgage bankers using Encompass Banker Edition and Optimal Blue can automate their lock requests and confirmations as well as receive required rate and price adjustment details directly from Optimal Blue’s engine.
- Once users have sourced and priced a loan, mortgage banks can submit those loans electronically to preferred lenders from within Encompass.
- Encompass users can also leverage Optimal Blue’s automated underwriting system to pre-qualify borrowers through an array of lenders.
Advantages of integrating Optimal Blue PPE with Encompass
OB Implementation and Testing Steps
Basic Testing
- Lock request review form test
- Lock review confirmation and expiration date review test
- Lock reject test
- New Lock request test
- Lock extension request test
- Lock extension accept test
- Re-lock workflow test
- Multiple user test
Detailed workflow test
- Loans and loan scenarios and review Integration/Mapping
- Disclosures test
- Compliance test
- Business Rules/ Triggers review
- Auto Accept Locks, Lock Extensions, Profile Changes, etc.
Misc Steps
- Review Status Mapping ( if applicable)
- Product Mapping ( if applicable)
- Profitability Mapping ( Encompass only)
- Secondary Services ( if using)
Training and Rollout
- Custom training for LO’s on workflow
- Custom training for Lock Desk/Secondary on workflow
- Custom training for Processors, Underwriters on workflow if they will be using integration
- Schedule roll out date after contacting Optimal Blue Account Manager
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