Modern technology is the foundation for delivering real results. At Optimal Blue, our commitment to modern innovation and proven expertise means we are always advancing with new ways to help lenders, brokers, and trading teams work smarter and respond faster. These five new solutions help set a higher standard for transparency, efficiency, and value across the end-to-end Optimal Blue capital markets ecosystem.
New in the Optimal Blue® PPE
Pipeline Monitoring: Turning Oversight Into Opportunity
Pipeline management has traditionally meant manual checks and the risk of missed updates. Pipeline Monitoring automates notifications for every change that impacts loan pricing or eligibility. Lenders and secondary teams gain a transparent view of their pipeline, enabling more proactive workflows and confident decision-making. Every opportunity is visible, and teams can respond quickly to changes as they happen.
Download the Pipeline Monitoring sheet
Direct Web Access: Anytime, Anywhere Access
Flexibility is essential for modern lending teams. Direct Web Access brings the Optimal Blue® PPE directly to your browser, so you can securely oversee your pipeline from anywhere at any time. Whether you are in the office or on the move, you can instantly view loan status, monitor your work queue, and manage every detail with confidence on a web browser. Fully connected to your LOS, you can create and refresh prospect loans, retrieve current data, and quote borrowers quickly, all while maintaining full control over permissions and configuration for a customizable, scalable experience.
Download the Direct Web Access sheet
New in Optimal Blue Data Solutions
Broker Search Data License: Seeing the Market Before It Moves
Understanding broker intent is key to anticipating market trends. Broker Search Data License provides anonymized, top-of-funnel search data from the Loansifter platform. Investors and strategy teams gain a transparent look at what brokers are searching for before loans are locked. This early insight helps teams benchmark visibility, validate pricing strategies, and identify emerging opportunities with confidence.
Download Broker Search Data License sheet
New in CompassEdge
Competitive Blotter and TBA Trading Integrations: Trading With Confidence
Trading desks often face fragmented workflows and manual processes that slow execution and introduce risk. Competitive Blotter and TBA Trading Integrations centralize trade execution within CompassEdge, connecting directly to broker-dealers through API. By eliminating redundant data entry and reducing error rates, lenders can compare pricing, execute trades, and track trends from a single platform. This approach supports a more flexible, transparent, and confident trading experience.
Download Competitive Blotter and TBA Trading Integrations sheet
New in Comergence
Integration Studio: Seamless Connections, Your Way
Connecting systems should be straightforward. Integration Studio makes it easy for lenders to link Comergence with third-party platforms such as Salesforce. No-code marketplace integrations and robust APIs support both simple and custom workflows. Administrators can manage, update, and monitor integrations on their own schedule, unlocking new efficiencies and freeing up resources for strategic initiatives.
Download the Integration Studio sheet
Delivering Results, Every Step of the Way
Optimal Blue believes technology should deliver real results. Our cloud-native, API-first platform is built for scale, speed, and transparency, supporting lenders nationwide with solutions that are modern, proven, and designed to help you stay ahead. Whether you are monitoring your pipeline, integrating new platforms, analyzing broker behavior, or executing trades, these innovations help you achieve more with every insight, every lock, and every decision.
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The views and opinions expressed in this piece are those of the author and do not necessarily reflect the views or positions of Optimal Blue, LLC.