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Optimal Blue setup (V1)

a step-by-step guide on setting up V1.

Optimal Blue offers API integration to bring up their user interface when clicking the get price button. Please follow the below.

  • System admins can reach out to your OB rep and request that you wish to have the new OB API set up in LendingPad
  • OB will email our support requesting integration setup items. 
  • Once we return the items and OB confirms they are set up on their end, you may start using the alternate integration functionality. 
  • Within their UI, as you change data, it will post back to your LendingPad loan file. See the screenshot below of an example user interface.