Giving your loan officers access to rate quoting tools directly inside Total Expert can improve conversations with borrowers, drive loan officer engagement with sales tools, and add value to your Total Expert configuration! Come and learn about our newest pricing engine tool – Rate Quotes! This feature is currently compatible with Optimal Blue - with Polly coming soon! Topics include quote demonstration, configuring pricing settings, supporting direct send emails, and surfacing opportunities with pipeline views.
This training was recorded live on April 22, 2025.
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