is a site investors use to streamline their counterparty applications and renewals, while simultaneously eliminating unnecessary inefficiencies, risks, and expenses. 

Lenders must have a registered account before they can apply to our partnered investors.

How to Register

On, click the 'Register' and complete all fields as indicated and click 'Next.'

  1. On the next page you will agree to use the system in accordance with the terms of the USA Patriot Act. Confirm your email address and NMLS ID and click 'Next.'
    1. Please Note: Type your email and NMLS ID in the "Confirmation Your Information" section. *Does not allow copying and pasting*
  2. You will now create a password and a security PIN. To view your password as it is being typed, please click the grey eye icon. The security PIN is used to identify individual users when contacting Customer Support.
  3. You will then see a confirmation screen after clicking 'Register'.

Welcome Email

You'll also receive a notification email confirmation of your registration and your username, here is an example of this:

Hello [Client first and last name],

You have successfully registered your account in for [Client company name].

Your username is: [username]

You can login at Helpful tutorials and documentation can be found by clicking the Help link located at the bottom of your page, once you are logged in. Optimal Blue offers Customer Support via Live Chat for your convenience. We are ready and available to chat with you Monday thru Friday during scheduled business hours.

Thank you,
Optimal Blue Customer Support

PLEASE NOTE: This is an auto-generated email. Responses to this email address are NOT monitored and will NOT receive a reply.