Transform Lending With Trusted Innovation
Originator Assistant
An AI-powered tool in the Optimal Blue® PPE that identifies alternate loan scenarios to produce more competitive pricing. This feature helps loan officers have more strategic discussions with borrowers to win more business.
Broker Search Data License
Analyze anonymized broker search behavior to identify emerging demand, benchmark program competitiveness, and make evidence-based decisions – before loans are locked.
CompassEdge AI Assistants
Maximize profitability with AI assistants in CompassEdge, Optimal Blue’s comprehensive hedging & loan trading platform.
Integration Studio
Launch “done-for-you” integrations with platforms like Salesforce in under an hour. Map custom fields, validate data, and automate updates.
Mortgage Rate Futures
Optimal Blue has partnered with CME Group, the world’s leading derivatives marketplace, to provide the Optimal Blue Mortgage Market Index (OBMMI) as the foundation for CME Group’s new Mortgage Rate futures.
Mobile Locking
Lock loans anytime, anywhere using the Optimal Blue mobile app, available now for iOS and Android users.
Pipeline Monitoring
Monitor loan profiles for changes that impact pricing or eligibility. Never miss critical updates that sync with Encompass and Empower LOSs.
Desktop Access
Access the Optimal Blue PPE directly via the web. Instantly retrieve live pricing and eligibility, synced with your LOS.
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.
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
SOLUTION CENTER
IN COMERGENCE
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.
BEST EFFORTS DIRECT LOCK
IN THE OPTIMAL BLUE PPE
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.
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.
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.
