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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

Empowering Originators With Optimal Blue Solutions

Quote faster. Convert more. Grow your pipeline.

Leverage real-time mortgage pricing, AI-powered loan optimization, and digital mortgage compliance tools to quote confidently, close faster, and grow your business.
Quote faster. Convert more. Grow your pipeline.

Win More Business With Optimal Blue's Modern and Proven Technology

Real-Time Pricing

Real-Time Pricing

Deliver instant, accurate quotes with real-time mortgage pricing.

AI-Powered Loan Scenarios

AI-Powered Loan Scenarios

Present the best-fit options for each borrower using AI-powered loan optimization tools.

Digital Compliance

Digital Compliance

Ensure every quote meets regulatory standards with automated workflows and built-in compliance checks.

Lead Conversion Insights

Lead Conversion Insights

Use lead analytics to identify high-potential prospects and improve conversion rates.

Mobile-Friendly Tools

Mobile-Friendly Tools

Access pricing and product data anytime, anywhere with cloud-native tools built for originators on the go.

Custom Margin Control

Custom Margin Control

Adjust margins by branch or originator to stay competitive and profitable.

Built for originator success

Quote with confidence using the industry's most accurate mortgage pricing engine. Deliver competitive, compliant quotes instantly.

Drive growth with actionable insights

Pipeline profitability and lead analytics help originators focus on the most promising opportunities.

Trusted by originators nationwide

Optimal Blue powers real-time pricing, seamless execution, and scalable automation – trusted by thousands of originators every day.

EXPAND YOUR PRODUCT OFFERING

EXPAND YOUR PRODUCT OFFERING


Access thousands of loan products from hundreds of investors – all in one platform.

AUTOMATE COMPLIANCE & LOCK DESK

AUTOMATE COMPLIANCE & LOCK DESK


Streamline compliance checks and lock desk operations so originators can focus on relationships and revenue.

Latest Innovations

CAPTURE FOR ORIGINATORS
CAPTURE FOR ORIGINATORS

IN THE OPTIMAL BLUE PPE

Retention strategy and refinance analysis for originators

Streamline refinance prospecting with Capture for Originators, offering a dashboard and analysis of closed loans that goes beyond rate alerts saving loan officers time and effort. Send borrower-ready presentations in minutes.

Read press release
SCENARIO OPTIMIZER
SCENARIO OPTIMIZER

IN THE OPTIMAL BLUE PPE

Empower originators to model multiple loan options and guide borrowers with confidence.

Automatically generates multiple loan options side by side, optimizes the results and accelerates the process of identifying the most favorable loan scenarios for borrowers, all while making it easier than ever for originators to find the best loan for their borrowers.

Read press release
ORIGINATOR ASSISTANT
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.

Read press release

Resources

Maximize Profitability and Boost Efficiency
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

Ready to see it in action?

Request a personalized demo and explore how Optimal Blue helps originators win more business.

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