Optimize Your Workflow: Instant Guideline Access in Optimal Blue PPE

Did you know that when you're performing a product and pricing search in the Optimal Blue Product and Pricing Engine (PPE), you're just a click away from the most up-to-date investor guidelines? This often-overlooked feature is a game-changer for lenders looking to supercharge their efficiency.

Gone are the days of sifting through countless documents and systems to find the specific investor guidelines you need. With Optimal Blue PPE, once you’ve run your product and pricing search, a handy link pops up on the search results page. This link provides instant access to all the applicable guides related to the particular product you've selected, whether it's eligible or ineligible.

This quick access to actionable information is a huge win for lenders. It means less time spent searching and more time focusing on what really matters: serving your customers. Think about the time savings and the reduction in potential errors when you have the precise guidelines at your fingertips, exactly when you need them.

Optimal Blue PPE also allows lenders to configure their own Portfolio Product guidelines in the exact same manner. This creates a consistent, uniform repository for all your internal product specifics, making it easier for your entire lending team to stay on the same page. No more guessing, and no more outdated information floating around – just one reliable source of truth for everyone.

By leveraging these powerful features within Optimal Blue PPE, you're not just optimizing your pricing; you're optimizing your entire workflow. You're boosting efficiency, ensuring accuracy, and fostering a more streamlined and productive lending environment.

If you’d like to discuss how SCA can help you dive into your Optimal Blue PPE and unlock this level of operational excellence, contact our Director, Bill Dolan at wdolan@scapartnering.com or by phone at (617) 694-2617.

Experience the difference instant guideline access can make for your team!