Templates
These features are only available if the lender (Company) has Optimal Blue Publisher activated. Contact Optimal Blue Sales or Customer Support if interested.
If your organization is using the web-based publisher, they may provide pre-approved templates for you to easily post! This helps your organization reach a wider audience and you (MLO) to stay compliant and up to date with companywide marketing material.
Please Note: Templates may be editable or locked down and may be account specific (Facebook, Twitter, Instagram, etc.) and is controlled by your marketing users. |
To access click the 'Content Library' menu from the main screen.
When arriving to the Content Library section the options of Templates and RSS Articles will be seen as below. To continue with Templates, tap on the selection. For information regarding RSS Articles, select HERE.
Step 1: Select the template to be used or a folder to view other templates if available. Magnifying Glass icon is used to search for folders and templates. Funnel icon is used for sorting the list by tag associated with the template. Shared templates and folders are set by your organization.
Step 2: Press the arrow to the right any available template. 'Select Social Accounts' and Click 'Done'.
Step 3: Tap 'Next' (top right).
Choose to post the template Now, Schedule for a later date/time, or cancel.
