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 companywide marketing material.



How to Access and Post Templates                                                                                                                                                                      

Step 1: Select Publisher from the main menu. 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 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.