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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

Accelerate IMB Growth

Transform Your Mortgage Business With Advanced Capital Markets Solutions

Unlock new revenue, expand your market, and deliver unmatched borrower experiences with the industry’s most advanced mortgage technology.
Transform Your Mortgage Business With Advanced Capital Markets Solutions

Growth-Driven Features for IMBs: Win More, Scale Faster, Stay Ahead

Automated Pricing Precision

Automated Pricing Precision

Deliver compliant, real-time pricing with automated workflows tailored for IMBs.

AI-Powered Loan Optimization

AI-Powered Loan Optimization

Leverage intelligent pricing tools to convert more leads and improve borrower experience.

Pipeline Profitability Analytics

Pipeline Profitability Analytics

Gain actionable insights into loan-level performance and optimize margins across your pipeline.

Digital Mortgage Compliance

Digital Mortgage Compliance

Ensure accuracy and consistency from lock to close with integrated compliance tools.

Investor Connectivity via APIs

Investor Connectivity via APIs

Access pricing and guidelines from 150+ investors to expand product offerings.

Custom Margin Management

Custom Margin Management

Adjust margins dynamically to stay competitive and maximize profitability.

Scalable, cloud-native infrastructure

Empower your team with flexible, modern technology designed to grow with your business.

Real-time intelligence

Make faster, smarter decisions with live data and analytics across your entire mortgage pipeline.

End-to-End Automation

From pricing to execution, streamline workflows and reduce manual effort to boost efficiency.

REAL-TIME MARKET INTELLIGENCE

REAL-TIME MARKET INTELLIGENCE


Stay ahead of market shifts with Optimal Blue’s data-driven insights and predictive analytics.

Explore Latest Innovations

ASK OBI
ASK OBI

AI-POWERED EXECUTIVE INSIGHTS

Interact with your Optimal Blue data like never before.

Ask Obi delivers real-time, actionable insights across your Optimal Blue data.

Learn More
ORIGINATOR ASSISTANT
ORIGINATOR ASSISTANT

IN THE OPTIMAL BLUE PPE

AI-powered recommendation engine eliminating bias

Leverage the power of AI to provide loan officers with recommendations and insights, helping them identify alternative loan scenarios and offer more options to borrowers.

Learn More

Resources

Looking to maximize profitability and boost efficiency?
Looking to 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

Request a personalized demo and explore how Optimal Blue’s capital markets solutions can accelerate your IMB’s growth.

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