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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
Brand GuidelinesPrivacy PolicyDo Not Sell or Share My Personal Information
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

Capital Markets Technology for Credit Unions

Empower your credit union to serve members better and grow strategically

Optimal Blue helps credit unions deliver competitive mortgage pricing, manage risk, and streamline operations through real-time data and automation. Grow your member base and improve profitability with trusted, proven mortgage technology.
Empower your credit union to serve members better and grow strategically

Technology That Powers Member-Centric Lending and Strategic Growth

Member-Focused Pricing

Member-Focused Pricing

Deliver personalized, compliant pricing for every member scenario with automated workflows that boost efficiency and trust.

Real-Time Market Access

Real-Time Market Access

Stay competitive with live investor pricing and guidelines that help you respond quickly to market changes.

Margin Management Tools

Margin Management Tools

Control profitability with flexible margin strategies tailored to your credit union’s goals and member needs.

Pipeline Risk Analytics

Pipeline Risk Analytics

Monitor and manage interest rate risk with real-time analytics that support smarter pipeline decisions.

Seamless LOS Integration

Seamless LOS Integration

Connect your LOS to Optimal Blue for streamlined pricing and lock desk operations.

Compliance Confidence

Compliance Confidence

Ensure audit-ready pricing and execution data to support digital mortgage compliance.

Growth through member trust

Deliver accurate, transparent pricing and execution that builds long-term member relationships.

Data-driven lending decisions

Use mortgage data analytics to guide pricing, product selection, and investor strategy.

Built for credit union success

Optimal Blue’s platform is designed to support credit unions with scalable tools that drive efficiency and growth.

EXPAND INVESTOR ACCESS

EXPAND INVESTOR ACCESS


Connect with a broad network of investors to offer more products and serve diverse member needs.

AUTOMATE LOCK DESK WORKFLOWS

AUTOMATE LOCK DESK WORKFLOWS


Reduce manual tasks and improve accuracy with automated pricing and locking tools.

Resources

Maximize Profitability and Boost Efficiency
Maximize Profitability and Boost Efficiency

Discover the six essential components of a PPE.

Download White Paper
Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation
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.

Download Case Study
Unlocking Refi Potential
Unlocking Refi Potential

Learn how Capture for Originators turns past loans into future wins.

Watch the Recording
Choosing the Right Tech Partner: Modern Technology. Proven Experience.
Choosing the Right Tech Partner: Modern Technology. Proven Experience.

Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.

Read Now

Ready to see it in action?

Experience how Optimal Blue empowers credit unions to grow, serve, and succeed.

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