Virtual Economist
Generate mortgage rate and volume forecasts on-demand, using proprietary machine learning models.
Learn More →Innovation Hub: What’s New
Explore the newest innovations from Optimal Blue
Automate workflows, connect systems, and deliver frictionless experiences across the mortgage life cycle.
Request a DemoProduct strategy and execution
From Client Insight to Delivered Innovation
Optimal Blue takes a disciplined approach to product development, grounded in client feedback and a transparent four-quarter roadmap.
Chief Product Officer Erin Wester, Director of AI Labs Kevin Foley, and CTO Seever Sulaiman share how client needs are translated into prioritized roadmap initiatives and consistently delivered releases.
Summit 2026
New innovations announced at the 2026 Optimal Blue Summit
Profitability Center
Bring all Optimal Blue products and insights into one centralized experience at login.
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Hedge Cost in the PPE
View key hedge values instantly inside the PPE. Evaluate current versus proposed pricing to understand profitability impact.
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AI Rules Assistant
Speak policy. Ship rules. Turn natural language into accurate, fully built pricing and eligibility logic in the PPE.
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Enhanced Admin Experience
Simplify access to important configuration in the Optimal Blue® PPE and CompassEdge.
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Ratesheet Pricing Insights
Connect pricing, analytics, and margin controls in one seamless workflow between CompassEdge and the Optimal Blue PPE.
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Loansifter & Comergence Connection
Streamline broker and investor workflows offering a unified path from pricing to prospect engagement.
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Competitive Data License Plus
Benchmark, analyze, and model the entire loan life cycle using real time, anonymized market data.
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Integration Studio
Launch “done-for-you” integrations with platforms like Salesforce in under an hour. Map custom fields, validate data, and automate updates.
Learn More →Agency Direct
Simplify retained execution with clear coverage visibility in CompassEdge.
Learn More →Built across the mortgage life cycle
Modern and Proven End-to-End Innovation
Optimal Blue delivers industry-leading innovation across pricing, hedging, trading, compliance, and more, equipping secondary marketing professionals with the tools they need to maximize performance and results.
Optimal Accuracy
The Optimal Blue PPE delivers near-perfect pricing precision across thousands of products and 150+ investors, ensuring compliant, competitive quotes every time.
Trusted by Originators Nationwide
Optimal Blue empowers lenders with real-time pricing, seamless execution, and scalable automation proven across thousands of users every day.
Featured innovations
Innovation in action
Virtual Economist
Generate mortgage rate and volume forecasts on-demand, using proprietary machine learning models.
Ask Obi: AI-Powered Executive Insights
Interact with your Optimal Blue data like never before. Ask Obi is a generative AI assistant that delivers real-time, actionable insights across your Optimal Blue ecosystem.
Capture for Originators
Retention strategy and refinance analysis for originators. Capture for Originators simplifies refinance prospecting with a dashboard and closed-loan analysis that goes beyond rate alerts – saving loan officers time and effort. Create borrower-ready presentations in minutes.
More Innovations
More ways to automate and execute with confidence
In Comergence
Solution Center
Discover, connect, and grow with the mortgage industry’s most comprehensive partner marketplace
The Solution Center empowers originators, partners, and investors to find and activate the tools and services they need – all in one place.
Read Press Release →
In the Optimal Blue PPE
Best Efforts Direct Lock
Eliminate manual locking steps and accelerate efficiency through automation
Automate direct best-efforts locking with participating investors via API to eliminate manual steps, improve accuracy, and boost efficiency throughout the locking lifecycle.
Read Press Release →
In CompassEdge
Pool Solver
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.
Learn More →Resources
Keep exploring
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
See how a leading credit union transformed its mortgage business by implementing a modern, integrated technology platform.
Download Case Study →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.
Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.
Read Now →Connect with an expert
Discover what Optimal Blue can do for you
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