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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

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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

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Optimal Blue Summit
Industry Events
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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
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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

CONNECTIONS

LOANSIFTER PARTNER NETWORK


Loansifter® offers connections with industry leading technology to make your pricing available everywhere. 

Easily connect with your existing partners directly from the Loansifter Subscriptions Page within your account.

Byte

Byte

Since 1985, Byte has provided innovative mortgage workflow solutions that are simple to implement, use and administrate. Hosted and on-premises options available.

Connect one-way to launch out to Loansifter with your pre-filled search scenario.

Calyx

Calyx

Calyx Software’s POINT platform is an LOS for mortgage originators, streamlining all phases of the mortgage loan process from pre-qualification to loan closing.

Connect one-way to launch out to Loansifter with your pre-filled search scenario.

Encompass

Encompass

Encompass by ICE Mortgage Technology empowers lenders and investors to engage home-buyers and efficiently originate, close, and purchase loans from a single system of record.

Connect one-way to launch out to Loansifter with your pre-filled search scenario.

Lender

Lender

Lender Optimus is an AI-powered, cloud-based mortgage platform that unifies Loan Origination, Point of Sale, and CRM systems. It streamlines processes, enhances efficiency, and provides a seamless digital mortgage experience to borrowers, boosting lender productivity.

Learn more
LendingPad

LendingPad

LendingPad is a modern LOS serving lenders, brokers, bankers, and credit unions, offering centralized and compliant automated technology to the mortgage industry. Providing solutions spanning the entire mortgage lending process and lowering your cost of business. LendingPad is here to revolutionize lending.

Connect one-way to launch out to Loansifter with your pre-filled search scenario.

Learn moreSchedule a demo
BNTouch

BNTouch

BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. It allows you to automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. BNTouch offers 35+ proprietary mortgage tools built to help you grow your business.

Power features include: Email and SMS Marketing Automation, AI Integration, Lead Distribution and Management, 35+ Proprietary Mortgage Tools, Digital 1003 Application, Pre-Built Marketing Content, Customized Video Marketing, Curated Social Media Content, Integrated with LOS, Outlook, Zapier, and Others – And Much More.

Loansifter will power Mortgage Rates Info and Quote Tools within BNTouch.

Learn more
Shape Software

Shape Software

Shape Software is an all-in-one CRM, marketing, and sales automation platform built specifically for mortgage professionals. Designed to streamline your workflow from lead to close, Shape centralizes your pipeline, automates follow-ups, enhances team collaboration, and accelerates conversion rates. With built-in tools for lead management, digital applications, marketing automation, and partner tracking, Shape empowers loan officers and mortgage companies to close more deals with less hassle—all from one easy-to-use system.

Power features include: Intelligent Lead Distribution, Automated Drip Campaigns via Email & SMS, Integrated Call Dialer, Customizable Pipelines, Digital 1003 Mortgage Application, Real-Time Reporting & Analytics, LOS & POS Integrations, AI-Powered Task Management, Secure Document Uploads, and Native Integrations with Gmail, Outlook, and More.

Shape Software is trusted by top-performing mortgage teams to simplify operations, boost productivity, and grow revenue faster.

www.setshape.com/mortgage

BankingBridge

BankingBridge

BankingBridge provides a suite of digital marketing products that all mortgage companies can use to increase website lead conversion, improve website rate display, nurture leads, and close more loans.

Connect Loansifter pricing to your BankingBridge solutions.

Learn moreSchedule a demo
LenderCity

LenderCity

LenderCity is a direct to consumer mortgage rate marketplace (aka rate table) that connects consumers to mortgage brokers/lenders. By connecting their Loansifter account to the LenderCity marketplace, brokers/lenders can display their rates in real-time and compete for a consumer’s business, thus driving more leads to loan originators.

LenderCity keeps both the broker/lender and the consumer anonymous until the consumer is ready to connect. Once they decide to connect, they will provide their name, phone number, and email address where we verify their identity with MFA (multi-factor authentication using a 6 digit code) and we display the lender with whom they are being connected as well as revealing the other lenders competing in the marketplace.

Connect Loansifter pricing to your LenderCity solutions.

Learn moreRegister
LendingTree

LendingTree

LendingTree’s online marketplace connects consumers with multiple lenders, empowering them as they compare and shop across a full suite of loans and credit-based offerings.

Connect Loansifter pricing to your LendingTree quotes.

Uplist

Uplist

Uplist Closed Loan Monitoring performs comprehensive analysis and automated presentation building for refinance opportunities. The Uplist integration with Loansifter also allows brokers to easily capture more purchase business with features such as SmartView™ Listing Flyers with real-time rates, Quick Quotes, and our SmartBuyer™ Tool.

Learn moreSchedule a demoGet started