Combine real-time hedge analytics, proven capital markets practices, and trading desk expertise to help your team manage pipeline risk with greater visibility and confidence.
Learn More
HEDGE ANALYTICS, EXPLAINED
Mortgage hedge analytics software helps lenders monitor pipeline exposure, model changing risk positions, evaluate hedge coverage, and understand how production and loan sale activity may affect their net position.
Optimal Blue Hedge Analytics combines real-time pipeline information, modeling, hedge-position analysis, execution data, and trading desk services to help lenders monitor and manage mortgage pipeline risk.
REAL-TIME RISK MANAGEMENT
Leverage our live environment and real-time information to help maintain an effective hedge position through seamless, two-way integrations with:
WHAT-IF SCENARIOS
Use live modeling and Optimal Blue Shock Analysis tools to compare your current hedge position with modeled scenarios and:
AUTOMATED COMMITTING
Optimal Blue data-scrubbing capabilities provide early warning of loan-level issues that can affect investor eligibility, helping teams automatically commit eligible loans.
Exceptions are highlighted as they happen in real time, helping teams identify issues before execution.
KNOW YOUR TRUE BESTX™
With live bulk bid pricing integrated into the system and compared to all other available executions – including best efforts – you can identify the execution designed to help maximize your gain on sale. Our TRUE BESTX functionality helps lenders compare available executions to support more informed loan sale decisions.
VISIBILITY & TRANSPARENCY
Leadership teams need comprehensive reporting, but in today’s fast-paced mortgage market, they need real-time, granular reporting as well.
Give leadership teams on-demand access to managerial and accounting data, including executive summaries of gains and losses, detailed net hedge position reports, and more.
"Optimal Blue does the committing and hedging for us, allowing us to leverage their analytical knowledge and expertise while simultaneously eliminating our risk. They do such a fantastic job for us as a company and have enabled us to become more profitable."
ENHANCEMENTS
Leverage the talent of our team and yours in the way that best suits your company – today and tomorrow.
Quickly calculate and understand the accurate valuations based on current market conditions.
Leverage the Optimal Blue PPE to create accurate marks for internal compliance and regulators alike.
Connect secondary marketing automation and data to improve accuracy, support profitability, streamline workflows, and give teams greater visibility across execution.
Connect loan sale execution with real-time trading workflows and investor access.
Learn More
Use market and competitive intelligence to evaluate performance and inform secondary marketing decisions.
Learn More
Bring hedging, loan trading, analytics, and automation together in one connected capital markets workflow.
Learn MoreCONNECT WITH AN EXPERT
Connect with an Optimal Blue expert today.
