Comergence by Optimal Blue
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Knowledge base
Explore How-To's and learn best practices from our knowledge base.
General
Navigating the Help Site
5
How to Search for a Solution Article
Submitting a Contact Us Support Ticket
View Announcements
Contacting Support
How Do I Submit a Feature Request?
Login Assistance
11
What if I can't remember my username or password?
Forgot Username or Password
Why am I receiving an incorrect Username/Password error message when I attempt to log in?
I clicked 'Forgot Password' and entered my email address, but I did not receive an email, how come?
Is it required that all users have their own login for Comergence.com?
See all 11 articles
How to Register
5
Registering on Comergence as an NMLS registered Company
I am trying to register and receiving a 'Your company is already registered' message. How should I proceed?
I can’t get past the first registration screen what should I do?
Getting an error "NMLS ID not found" when trying to register
Registering on www.comergence.com - FAQs
Site Requirements
5
Browser Compatibility
I keep receiving the following message: "ATTENTION! You are using an outdated browser!" What does this mean?
Supported Devices for Investor Marketing Mobile Applications
How to Clear Cached Images and Cookies
How to Whitelist www.comergence.com
About Comergence by Optimal Blue
3
Service Level and Support Policies
Support Hours and Holidays
Download Security
How to Whitelist an Email
1
Whitelisting an Email
Terms of Service
1
Terms of Use
API
10
API (Application Program Interface)
API Pagination Limitations
Counterparty Oversight API - Fields and Descriptions
Compliance Questionnaire API - Fields and Descriptions
Customer Contact Data API - Fields and Descriptions
See all 10 articles
Privacy Policy
1
Privacy Notices
Mobile App Troubleshooting
1
Mobile App Troubleshooting
Public Landing Pages
2
Optimal Blue's Comergence APIs
Registering on www.comergence.com
Investor
Solution Center
2
Solution Center Information
Solution Center Checklist
Lender / Originator
Social Media Marketing
54
Social Media - Task Notification
How do I disconnect a connected social media account?
Connecting to Facebook and/Instagram
How do I disconnect my Facebook account?
Steps to Create a Properly Linked Business Instagram Account and Business Facebook Page
See all 54 articles
Social Media Marketing FAQs
38
If I have my Loan Officer’s Facebook or LinkedIn, can we connect them on behalf of the Loan Officer?
How do users get access to Social Cloud for Social Media Marketing?
How many users can we have added to Social Cloud?
How do I deactivate or remove a user who’s left my organization for Social Media Marketing?
Can I migrate or import my existing content?
See all 38 articles
Vendor Management
Vendor Management - Public
1
Vendor Management Information
System Uptime
1
System Uptime
Release Notes
Comergence Releases
78
June, 20th 2024
May 28th, 2024
April 4th, 2024
February 29th, 2024
February 6th, 2024
See all 78 articles
Report Releases
11
July 31 2024
July 8th, 2024
May 14th, 2024
February 16th, 2024
October 17th, 2023
See all 11 articles