General

---

Navigating the Help Site 4

• How to Search for a Solution Article
• Submitting a Contact Us Support Ticket
• View Announcements
• Contacting Support

Login Assistance 13

• What if I can't remember my password?
• Forgot Password
• Why am I receiving an Email/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 13 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

• Partners - Solution Center
• Solution Center Checklist

Lender / Originator

---

Social Media Marketing 56

• 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 56 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 80

• November 8th, 2024
• September 12th, 2024
• June, 20th 2024
• May 28th, 2024
• April 4th, 2024

See all 80 articles

Report Releases 11

• July 31 2024
• July 8th, 2024
• May 14th, 2024
• February 16th, 2024
• October 17th, 2023

See all 11 articles