Ask Obi

Fast Answers to Complex Profitability Questions

Ask Obi is Optimal Blue’s AI-powered assistant designed to help mortgage lending executives get fast, interactive insights from their own data across the Optimal Blue platform. Ask about margins, lock volume, concessions, and performance, then get clear answers that support more informed business decisions.

Instead of pulling reports, reconciling multiple systems, and manually analyzing results, Ask Obi gives executive teams a faster way to explore performance. Ask questions in plain language and get clear answers grounded in your Optimal Blue data – helping move from insight to action more efficiently.

Interactive
Generative AI

Ask questions in plain language and receive clear, easy-to-understand answers based on your data

Comprehensive Data Aggregation

View your operations more holistically with data connected across Optimal Blue’s capital markets platform

Complex Profitability Analysis

Evaluate margins, concessions, production trends, and other key metrics without manual reporting

What You Can Ask

Explore complex business questions using your organization’s data and get answers in seconds.

Where did margins shift the most last quarter?
Which branches issued the highest concessions?
How is lock volume trending by product type?
What is driving pricing exceptions?
Which markets delivered the highest volume?
How are concessions trending over time?

…and many more questions across pricing, margins, performance, and operational trends — all grounded in your data.

Less Time Gathering Data.
More Time Acting on It.

Capital markets teams rely on data to guide critical decisions, but getting answers often requires pulling reports, reconciling multiple systems, and manually analyzing results.

Ask Obi simplifies that process. Instead of building reports or waiting on analysis, users can ask questions in plain language and receive answers based on their own Optimal Blue data—helping reduce manual effort and move from insight to action more quickly.

Built for Executive Decision-Makers

Get easier access to the data that matters most to business performance

Powered by Your
Optimal Blue Data

Understand performance based on your pricing, margins, and operational activity

Fast, Interactive
Answers

Reduce manual analysis and move from question to insight more quickly

Built for the Way Capital Markets Leaders Work

From question to decision, Ask Obi helps you move faster with insights grounded in your data.

01
Ask Naturally

Ask questions using plain language with no report building required.

02
See the Full Picture

Access insights from your Optimal Blue data to evaluate trends and performance.

03
Act Faster

Move from question to decision with answers based on your data.

Designed to Deliver Real Value

Ask Obi reduces the time and effort required to analyze performance data and answer complex business questions.

Instead of pulling reports, reconciling multiple systems, and manually analyzing results, teams can ask direct questions and receive clear answers grounded in their data.

Because responses reflect each client’s environment, insights go beyond general market trends and focus on what is happening inside your business.

Faster decisions
Reduce manual analysis and get answers in seconds, not hours.
Deeper visibility
Understand what is driving performance across pricing, margins, and activity.
More confident action
Make decisions backed by your data rather than assumptions.

Insight That Reflects Your Business

Ask Obi uses your Optimal Blue data to deliver insights based on your pricing, margins, and performance.

Your Data
In Optimal Blue solutions
Ask Obi
AI-powered analysis
Clear Insights
Clear, actionable answers to support better business decisions

See Optimal Blue’s data solutions in action.

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