Comprehensive Dashboard for Monitoring
Easily view past closed loans in a user-friendly dashboard. Filter based on current rates and other criteria.
No Integrations Needed
Access all necessary data sources, such as AVM, county records, and pricing elements automatically, without needing to integrate with other providers.
Automatic and Accurate Calculations
Save time with built-in calculations for break-even periods, savings, closing costs, and more. Capture for Originators leverages the unmatched accuracy of the Optimal Blue PPE to provide calculations in real-time, eliminating the need for Excel or manual work.
Add or Invite a Borrower
When you receive a recommendation from a past client, easily input key borrower details into the dashboard. Additionally, choose to email an intake form directly to the prospect to quickly collect key information like their current address, rate, and more.
Concession & Lender Fees
Manage and track concession and lender fees efficiently.
Logged Activity Per Borrower
See an audit log and record of all outreach activity for each borrower. Review past scenarios shared and track transaction activity to stay informed and organized.
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