If you are part of an enterprise group license with Mortgage Coach and use Optimal Blue as your pricing engine, you are eligible to use the integration. To check and see if your account is enabled, try running a pricing search. If you see the "Coach" column on the results and a Mortgage Coach button at the top, you have access to this powerful integration.
If you don't have access, let your Secondary Marketing manager know that you are interested or contact our team at email@example.com to start the conversation.
Each integration looks a bit different depending on how your organization customizes Optimal Blue, but here is a great video to get you started:
For a written guide in PDF form, please download using the following link: