Hi Mortgage Coaches!
We are excited to announce that in Optimal Blue's weekend release, some new enhancements were added to the Mortgage Coach integration:
- Accessibility Enhancement- Updates to existing borrower TCAs will now show up at the top of your Recent Clients list with an updated date/time stamp.
- ARM Adjustment Enhancement- Adjustable Rate Mortgages will now come over to MC using the "Best Case" adjustment scenario. This will result in a lower APR that more closely matches the APR shown on your Loan Estimate.
- Refinance Logic Enhancement- When passing a refinance option over to MC, the payoff amount for the current mortgage is now generated by subtracting the cash-out amount from the new loan amount. This will ensure a correct cash to close or cash out amount on the TCA without additional data entry.
**This integration is available to customers on the Enterprise version of Mortgage Coach. If you are interested in finding out more about how your organization can take advantage of these powerful integrations, please email our team at firstname.lastname@example.org.
To learn more about the Optimal Blue integration, please visit our partner page here:
Thanks and have a great day!