Investor Marketing1.19.4 - App Store

Welcome to the Investor Marketing Mobile Solution from Optimal Blue. Designed specifically for clients looking for the ability to research and engage with new Third Party Originators (TPOs) while on the go, our Investor Marketing Mobile Solution provides users with quick search access to the business details of every NMLS licensed mortgage lender in the United States.

Key Benefits and Features:
. Explore accurate and comprehensive mortgage company profiles in your markets
. Access detailed TPO prospect contact information at your fingertips while in the field
. Discover and locate mortgage companies using native map functionality
. Invite new TPO prospects to apply to do business with your company with a single click
. View application statuses and new prospect activities in real time
. Leverage full integration with the complete Investor Marketing Solution you’ve already licensed

Version History Application is renamed to Investor Mobile. 1.19.4 Mar 12 Software enhancements and bug fixes 1.19.3 Jan 14 Bug fixes and code optimizations 1.19.2 09/05/2025 Investors can now invite clients to connect directly without requiring them to be designated as prospects first.
Also, refreshed how the Top 5 branches and originators are displayed in the app. 1.19.1 07/17/2025 Investors can now view the financial requirement status of pending applications directly in the Activity list. Additionally, this update includes minor performance enhancements and technical improvements. 1.19.0 01/28/2025 Due to our website's migration to Azure B2C, you'll notice changes in the way you log in to the app. This update ensures a more secure authentication process. 1.18.1 11/12/2024 Bug fixes and layout improvements. 1.18 07/25/2024 Bug fixes and performance improvements 1.17 06/05/2024 Bug fixes and performance enhancements 1.16.1 12/21/2023 Bug fixes 1.16 07/25/2023 Stability Improvements and Bug Fixes 1.15 04/23/2022 Stability Improvements and Bug Fixes 1.14 10/23/2021 Stability Improvements and Bug Fixes 1.13 03/17/2021 fixed crash on iOS 13 1.12 10/14/2019 Application stability improvements and bug fixes 1.11 09/10/2019 Integration with ResiCOLOR™ 1.10 08/16/2019 Forgot Username
Forgot Password
Additional Market Filters 1.9 06/10/2019 Fingerprints or Face recognition technology to login
New Landing page
New Applications board
Updated UX for Channel Details 1.8 01/21/2019 bug fixes and stability improvements 1.7 12/13/2018 Bug fixes
Improvements were made to help users navigate from a location to a related prospect
Editing capabilities for custom contacts
Supports iPhone X 1.6 07/13/2018 - Added Custom Fields to Company
- Add Activities to Prospects 1.5 02/07/2018 - Create, View and Manage your Activities in mobile app.
- Comergence is now an Optimal Blue company 1.4 01/22/2018 Supported NEW custom fields types for Contacts and Prospects 1.3.1 12/05/2017 ComergenceCRM users now have expanded access and management of contact and prospect details and information 1.3 03/13/2017 Improved viewing, access and management of your prospect contacts and accounts. 1.2 01/30/2017