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 and Campaigns for you to easily post and enroll in! This helps your organization reach a wider audience and you (MLO) to stay compliant and up to date with company wide marketing material.


To access Templates


Step 1: Select Publisher from the main menu to access the Publisher menu page. Then click on Templates, if there are any available templates a number will display to the right.

Step 2: Press the arrow to the right of Selected template. Add which accounts you wish to post to. Click Done. And then click Next.

Step 3: Choose to post the template Now, Schedule the template to be posted, or cancel.

                                                                                                                                                                        

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