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 to see real-time pricing on their products. This process can only be done by Organization Admins.
If you can’t access AgentConnect open a ticket with Customer Support if you should be an AgentConnect organizational admin.
How to connect to Optimal Blue
Reach out to Optimal Blue
Optimal Blue does require a contract addendum
Optimal Blue does charge a fee for the connection
Open a 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 to connect
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
Click on the Elipsis for the agent you want to connect
Enter the employee name in the Search LO and Connect Pricing Engine Section
This will create a connection to Optimal Blue automatically
The use is connected when you see the Optimal Blue Icon next to the name
Click save to store the Optimal Blue connection
Admins can map a user to multiple accounts if necessary using the same optimal blue connection.
Do not update the employee profile here always update the User in the Insellerate Application User Registration section.