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Products

Product & Pricing for Mortgage LendersEnterprise PPE for pricing, locking, & margin management
Product & Pricing for Mortgage BrokersTurnkey PPE for pricing & borrower engagement with Loansifter
Hedging & TradingMitigate pipeline risk and simplify loan sales
CaptureIncrease production and recapture business
Compliance & Counterparty OversightAutomate oversight to protect and monitor lenders with Comergence
MSR ValuationGain visibility into MSR portfolios

Platform

AI & AutomationTransform lending with intelligent automation
Market Data & Business IntelligenceReal-time insights on mortgage pricing and demand
Integrations & APIsConnect systems with flexibility and accuracy
Latest InnovationsExplore our latest purpose-built, modern tech solutions

Partner

Partner NetworkAccess the largest secondary marketing network, turnkey connections with leading technology vendors

I want to...

Recapture Refinance Opportunities

Recapture Refinance Opportunities

Unlock new value from existing borrowers

Analyze Market Trends

Analyze Market Trends

View the most comprehensive and accurate daily rate indices

By Institution Type

IMB
Bank
Credit Union
Broker

By Role

Originator
Executive
Investor
Partner
Capital Markets
Broker
Operational Admin
Developer
Servicer

I want to...

Price Loans Accurately

Price Loans Accurately

Deliver competitive pricing with real-time data and modern tech

Power Profitability with Data

Power Profitability with Data

Make data-powered decisions with source-level production and market insights

Learn

Blog
Webinars
Research & Reports
Optimal Insights
Market Advantage

Connect

Optimal Blue Summit
Industry Events
Connect With Us

Indices

Mortgage Market Indices (OBMMI)
30-Year Fixed Rate Conforming Index

I want to...

Stay Informed With Weekly Insights

Stay Informed With Weekly Insights

Listen to expert takes on mortgage trends and strategy

Receive Actionable Market Intelligence

Receive Actionable Market Intelligence

Subscribe for complimentary monthly mortgage data and insights

About
Leadership Team
Press Room
Careers

Products

Product & Pricing for Mortgage LendersEnterprise PPE for pricing, locking, & margin management
Product & Pricing for Mortgage BrokersTurnkey PPE for pricing & borrower engagement with Loansifter
Hedging & TradingMitigate pipeline risk and simplify loan sales
CaptureIncrease production and recapture business
Compliance & Counterparty OversightAutomate oversight to protect and monitor lenders with Comergence
MSR ValuationGain visibility into MSR portfolios

Platform

AI & AutomationTransform lending with intelligent automation
Market Data & Business IntelligenceReal-time insights on mortgage pricing and demand
Integrations & APIsConnect systems with flexibility and accuracy
Latest InnovationsExplore our latest purpose-built, modern tech solutions

Partner

Partner NetworkAccess the largest secondary marketing network, turnkey connections with leading technology vendors

By Institution Type

IMB
Bank
Credit Union
Broker

By Role

Originator
Executive
Investor
Partner
Capital Markets
Broker
Operational Admin
Developer
Servicer

Learn

Blog
Webinars
Research & Reports
Optimal Insights
Market Advantage

Connect

Optimal Blue Summit
Industry Events
Connect With Us

Indices

Mortgage Market Indices (OBMMI)
30-Year Fixed Rate Conforming Index
About
Leadership Team
Press Room
Careers
  • Blog
  • Webinars
  • Research & Reports
  • Optimal Insights
  • Market Advantage
  • 30 yr. Fixed Rate Conforming Index
  • Optimal Blue Summit
  • Industry Events
  • LinkedIn
  • YouTube
  • About
  • Leadership Team
  • Press Room
  • Careers

Products

  • Product & Pricing for Mortgage Lenders
  • Product & Pricing for Mortgage Brokers
  • Hedging & Trading
  • Market Data & Business Intelligence
  • Compliance & Counterparty Oversight
  • MSR Valuation

Platform

  • AI & Automation
  • Partner Network
  • Integrations & APIs
  • Latest Innovations
  • End-to-End Data

Type

  • Bank
  • Credit Union
  • IMB
  • Servicer
  • Originator
  • Executive
  • Investor
  • Partner
  • Capital Markets
  • Broker
  • Operational Admin
  • Developer

I want to...

  • Price Loans Accurately
  • Manage Risk & Margin
  • Analyze Market Trends
  • Trade Loans Efficiently
  • Stay Compliant
  • Leverage AI & Automation
  • Power Profitability With Data
  • Recapture Refinance Opportunities
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Confidential, Proprietary and/or Trade Secret. TM SM *Trademark(s) of Optimal Blue, LLC, or an affiliate. © 2025 Optimal Blue, LLC. All rights reserved.
Corporate Headquarters
5340 Legacy Drive
Building 2, Suite 250
Plano, TX 75024
2 Wisconsin Circle, Suite 1180
Chevy Chase, MD 20815
600 17th Street, 16th Floor
Denver, CO 80202
12075 N. Corporate Parkway, Suite 130
Mequon, WI 53092
650 California Street, Suite 2025
San Francisco, CA 94108

Power Your Mortgage Tech With a Modern, API-First Platform

Build Seamless Experiences

Optimal Blue’s modern API infrastructure and integration tools empower lenders, investors, and brokers to automate workflows, connect systems, and deliver frictionless experiences across the mortgage life cycle
Build Seamless Experiences

Automate Workflows. Connect Systems. Accelerate Performance.

Empower Smarter Decisions With Actionable Data

Empower Smarter Decisions With Actionable Data

Business Intelligence APIs – Access Optimal Blue’s suite of data tools, including 16 Mortgage Market Rate Indices. Integrate market insights and analytics directly into your own dashboards and workflows.

Deliver Accurate, Real-Time Pricing – Everywhere You Need It

Deliver Accurate, Real-Time Pricing – Everywhere You Need It

Product & Pricing APIs – Generate eligible products and pricing for any user, in any format. Automate loan creation, locking, post-lock management, and secondary/lock desk workflows for seamless execution.

Streamline Trading With Integrated Workflows

Streamline Trading With Integrated Workflows

Loan Trading APIs – Tap into rich workflow and data functionality within the Resitrader application. Execute trades, manage data modules, and centralize your trading operations – all via API.

Accelerate Performance With Automated, Integrated Systems

Accelerate Performance With Automated, Integrated Systems

Investor Solutions APIs – Build highly efficient, compliant systems with automated workflows, originator data, and compliance checks – designed to boost business performance.

Expand Broker Capabilities With Flexible Pricing Tools

Expand Broker Capabilities With Flexible Pricing Tools

Broker Product & Pricing APIs – Enable Loansifter Brokers to generate and display eligible products and pricing in any format, supporting a wide range of borrower scenarios.

Integrate Seamlessly

Integrate Seamlessly

Integration Studio – Launch “done-for-you” integrations with platforms like Salesforce in under an hour. Map custom fields, validate data, and automate updates.

Seamless Automation Across the Mortgage Lifecycle

Optimal Blue’s API-first platform empowers lenders, investors, and brokers to automate complex workflows – from pricing and trading to analytics and compliance – reducing manual effort and accelerating results.

Integration Without Limits

Connect your systems, partners, and data sources with proven, secure APIs and “done-for-you” integrations. Launch new capabilities, and scale confidently as your business grows.

Trusted Technology, Real Impact

Thousands of mortgage professionals rely on Optimal Blue’s integrations and APIs to deliver accurate data, streamline operations, and drive innovation – transforming how the industry works every day.

EXPAND YOUR CONNECTIVITY WITH COMPASSEDGE TRADING INTEGRATIONS

EXPAND YOUR CONNECTIVITY WITH COMPASSEDGE TRADING INTEGRATIONS


Centralize trade execution and access real-time pricing from integrated broker-dealers. Eliminate manual errors, streamline workflows, and empower your team to make confident decisions with direct API-based trading.

TRANSFORM YOUR OPERATIONS WITH INTEGRATION STUDIO

TRANSFORM YOUR OPERATIONS WITH INTEGRATION STUDIO


Effortlessly connect Comergence with platforms like Salesforce using ready-made integrations. Customize field mapping, automate data syncing, and onboard in under an hour for maximum flexibility.

Latest Innovations

INTEGRATION STUDIO
INTEGRATION STUDIO

IN COMERGENCE

Effortless connectivity for your team.

Launch seamless, “done-for-you” integrations with platforms like Salesforce. Map custom fields, automate updates, and connect your data for faster onboarding and greater flexibility.

Learn More
COMPETITIVE BLOTTER AND TBA TRADE INTEGRATIONS
COMPETITIVE BLOTTER AND TBA TRADE INTEGRATIONS

IN COMPASSEDGE

Real-time trading, no manual errors.

Centralize trade execution and access real-time pricing from integrated broker-dealers. Eliminate manual errors, streamline workflows, and empower your team to make confident decisions with direct API-based trading.

Learn More
COMING SOON: UNLOCK NEW POSSIBILITIES
COMING SOON: UNLOCK NEW POSSIBILITIES

Modern innovation that keeps you ahead.

Stay tuned for our next API or integration – designed to further enhance your mortgage technology stack and drive even greater efficiency.

Resources

Bringing visibility and timeliness to MSR valuations, front-end pricing, and risk management
Bringing visibility and timeliness to MSR valuations, front-end pricing, and risk management

Unlock timely, accurate MSR valuations and smarter capital markets decisions with API-driven broker integration.

Download White Paper
Discover the impact of seamless integration and automation on mortgage operations.
Discover the impact of seamless integration and automation on mortgage operations.

See how SEFCU Mortgage Services drives sustainable growth and productivity with Optimal Blue’s end-to-end secondary marketing platform and real-time API integrations.

Download Case Study
Wondering what sets top-performing capital markets platforms apart?
Wondering what sets top-performing capital markets platforms apart?

Read about the three essential elements every capital markets platform needs to help you navigate market volatility and maximize profitability.

Read Blog Post

Learn more about the Optimal Blue APIs

Explore the Optimal Blue Product Suite


Product & Pricing for Mortgage Lenders
Product & Pricing for Mortgage Lenders

Enterprise PPE for pricing, locking, and margin management

Product & Pricing for Mortgage Brokers
Product & Pricing for Mortgage Brokers

Turnkey PPE for pricing & borrower engagement with Loansifter

Partner Network
Partner Network

Access the largest secondary marketing network, turnkey connections with leading technology vendors

Hedging & Trading
Hedging & Trading

Mitigate pipeline risk and simplify loan sales

Compliance & Counterparty Oversight
Compliance & Counterparty Oversight

Automate oversight in to protect and monitor lenders with Comergence

MSR Valuation
MSR Valuation

Gain visibility into MSR portfolios

Product & Pricing for Mortgage Lenders
Product & Pricing for Mortgage Lenders

Enterprise PPE for pricing, locking, and margin management

Product & Pricing for Mortgage Brokers
Product & Pricing for Mortgage Brokers

Turnkey PPE for pricing & borrower engagement with Loansifter

Partner Network
Partner Network

Access the largest secondary marketing network, turnkey connections with leading technology vendors

Hedging & Trading
Hedging & Trading

Mitigate pipeline risk and simplify loan sales

Compliance & Counterparty Oversight
Compliance & Counterparty Oversight

Automate oversight in to protect and monitor lenders with Comergence

MSR Valuation
MSR Valuation

Gain visibility into MSR portfolios