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Overview
Pricing engines can be connected to AgentConnect in Insellerate to show pricing examples on flyers and real estate landing pages. This also opens up the Rates section for Loan Officers loan officers to see real-time pricing on their products. This process can only be done by Organization Admins.
This article describes how to connect a user to the Opimal Blue pricing engine.
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If you can’t are unable to access AgentConnect, open a ticket with Customer Support if you should be an AgentConnect organizational admin. |
How to
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Connect to Optimal Blue
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Instructions
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Optimal Blue does require a contract addendum.
Optimal Blue does charge a fee for the connection.
Open a customer support Customer Support ticket with Insellerate to create the Organization Level connection to Optimal Blue.
Open inTouch.
Click on AgentConnect.
Click on Organization Manager.
Select People.
Search for the employee you want would like to connect to Optimal Blue.
Review the connection indicator, it is the color dot on the left of the profile picture for an agent.
Red: Disconnected
Green: Connected to
Pricing Engine
pricing engine
Click the ellipsis next to the name of the agent you want would like to connect to Optimal Blue.
Enter the employee name in the Search LO and Connect Pricing Engine Section
field. This will create a connection to Optimal Blue automatically.
The use user is connected when you see the Optimal Blue Icon icon next to the name
. Click save Save to store the Optimal Blue connection.
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Admins can map a user to multiple accounts, if necessary, using the same optimal blue Optimal Blue connection. |
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Do not update the employee profile here always in AgentConnect. Always update the User user information in the Insellerate Application application’s User Registration section. |