Operational Admins
Simplify operations and ensure compliance across the mortgage life cycle
Optimize Operational Efficiency With the Industry’s Leading Capital Markets Platform
Automated Pricing Workflows
Replace manual ratesheet updates with automated workflows that ensure speed and accuracy.
Digital Compliance Tools
Support consistent lock desk operations and audit-ready compliance with built-in digital tools.
Real-Time Investor Data
Access current investor pricing and guidelines instantly through API integrations.
Custom Margin Controls
Align pricing strategies with operational policies using configurable margin management tools.
Lock Desk Efficiency
Automate lock policy enforcement and post-lock change management to reduce errors and improve turnaround times.
Seamless System Integration
Connect with LOS, CRM, and other systems using cloud-native mortgage platform capabilities.
Streamlined workflows
Automate repetitive tasks and reduce manual errors with intelligent pricing and compliance tools.
Audit-ready compliance
Maintain transparency and meet regulatory requirements with built-in reporting and digital audit trails.
Measurable Results, Real Efficiency
Optimal Blue’s AI and automation tools help lenders save time, reduce errors, and maximize profitability – delivering real outcomes for institutions of all sizes.
EXPAND OPERATIONAL VISIBILITY
Gain full transparency into pricing, locks, and investor activity with centralized dashboards and reporting.
AUTOMATE LOCK DESK MANAGEMENT
Implement automated workflows for lock requests, changes, and confirmations to reduce turnaround times.
Latest Innovations
RULES OPTIMIZER
IN THE OPTIMAL BLUE PPE
Simplify the rule creation process
Apply a single rule across multiple investor relationships – streamlining operations and reducing errors.
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 life cycle.
ORIGINATOR ASSISTANT
IN THE OPTIMAL BLUE PPE
AI-powered recommendation engine eliminating human bias
Leverage the power of AI to give loan officers recommendations and insights to help identify alternate loan scenarios to offer more options for borrowers.
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.
