How to access Optimal Blue (Enhanced) Pricing from Encompass

How to access Optimal Blue (Enhanced) Pricing from Encompass

  1. Login to Encompass and open the loan you would like to price.

  2. From the “Borrower Summary (Alameda)” form, scroll down to “Transaction Details” and click on “Product and Pricing”.


  3. If this is your first use of the pricing engine, you will need to remove “Encompass Product and Pricing Service” for your list of providers and add Optimal Blue (Enhanced).

  4. Highlight “Encompass Product and Pricing Service” by clicking on it once and click on “Remove from My List” at the bottom left.


  5. Click on “All Providers” at the top right to access all available providers. Highlight “Optimal Blue – Enhanced” and click on “Add to my List”.


  6. Click on ‘My Providers” and you are ready to run pricing by clicking “Submit”.

    • Related Articles

    • How to access Optimal Blue(OB) \ Product and Pricing

      To ensure data integrity, we will be changing the way some of you are accessing OB from Encompass.  You will no longer be able to go directly to “Services” (Image #1) or use the “Search for Product and Pricing” (Image #2) option found on the lock ...
    • Encompass stalls when attempting to print a custom form

      The text below is copied from Ellie Mae's knowledge base. (KB# 000011042) From the Start menu, type "regedit" and open the regedit.exe program. In the registry editor, navigate to one of the following key depending on the bit-ness of your OS: For ...
    • How to merge loans in Encompass

      1. Open the primary borrower's loan file from the pipeline 2. Click on the Tools tab, then click Co-Mortgagors or the page and pencil at the top left to access Manage Borrowers. 3. To import a borrower, click the Import button. 4. Select Source ...
    • How to export a Fannie 3.2 file from encompass

      Within a loan, goto the Services tab and click on the Access Lenders button. In the pop up window, choose "Export file to other partners" and hit the Continue button. In the save screen, choose the destination for the file and give it a name.  In the ...
    • How Register Your IP Address\Network To Access SettlementOne From New Location

      When you are working away from the office, you will need to register your new IP address with SettlementOne before you can access SettlementOne services. Open your web browser and go to https://credit.settlementone.com/custom/login.aspx Login with ...