Description:
nCino Mortgage offers integration with Optimal Blue (OB) for pricing scenarios. Companies must have this integration setup.
Note: Pricing can only be run by the loan officer that has the loan file. Loan officers or admins with loan access cannot run pricing for someone else.
Web:
This feature is now available. If you are interested in having this turned on, please
- Access Pricing from the dashboard by scrolling to the bottom of the page and clicking Check Rates.
- For Pricing on a loan file, go to the services tab, find the Pricing section, and click Run.
Mobile:
- Here is a video walking a user through the mobile experience