Capital Markets Technology
Empower Your Desk to Optimize, Execute, and Scale With Confidence
Capital Markets Technology That Powers Precision and Real Results
Dynamic Margin Management
Control margins across channels and products to optimize revenue and respond to market shifts in real time.
Automated Hedge Execution
Streamline TBA trade execution with real-time market data and automated coverage.
Pipeline Risk Analytics
Monitor and mitigate interest rate risk with predictive analytics, scenario modeling, and real-time pipeline visibility.
Investor Pricing Intelligence
Compare live mortgage pricing across 150+ investors via APIs to inform best execution strategies.
Trade Reconciliation Tools
Ensure post-trade accuracy and compliance with automated reconciliation workflows.
Best Execution Optimization
Use AI-powered loan optimization to select the most profitable investor execution every time.
Scalable Strength for Every Market Cycle
Empower your capital markets desk with real-time mortgage pricing, automated workflows, and cloud-native tools that scale with your business and deliver consistent execution.
Turn Data Into Decisions That Drive Profitability
Leverage real-time analytics and pipeline profitability insights to guide hedging strategies, investor selection, and margin optimization.
Operational Efficiency That Drives Real Results
Streamline lock desk operations, compliance, and post-trade workflows to reduce manual effort and improve accuracy.
OPTIMIZE YOUR CAPITAL MARKETS STRATEGY
Gain confidence and control with Optimal Blue’s hedging and trading solutions. From advanced risk management to real-time execution, our platform helps you maximize results and minimize exposure in volatile markets.
POWERED BY EXPERTISE. DRIVEN BY INSIGHT.
Behind every Optimal Blue solution is a team of seasoned professionals dedicated to helping you navigate complexity and seize opportunity. Stay ahead with Optimal Insights, our podcast featuring market trends, strategies, and industry guests to help you stay informed each week.
Latest Innovations
POOL SOLVER
IN COMPASSEDGE
Automate loan pooling with precision and speed – no manual work required.
Automate investor-compliant loan pooling in minutes, eliminating spreadsheets, maximizing execution value, and scaling effortlessly for any institution.
COMPETITIVE BLOTTER & 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.
RATESHEET GENERATION
IN COMPASSEDGE
Connect front-end pricing with back-end pricing.
Generate precise ratesheets by connecting front-end and back-end pricing through Optimal Blue’s seamlessly integrated ecosystem.
Resources
Maximize Profitability and Boost Efficiency
Discover the six essential components of a PPE.
Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation
See how a leading credit union transformed its mortgage business by implementing a modern, integrated technology platform.
Unlocking Refi Potential
Learn how Capture for Originators turns past loans into future wins.
Choosing the Right Tech Partner: Modern Technology. Proven Experience.
Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.
