Unlock New Value From Existing Borrowers
One Click Analysis
Instantly surface refinance opportunities.
Save Time with Automation
Find refinance opportunities in minutes.
Boost Retention
Engage past clients strategically to build borrowers for life.
Simplify Calculations
Break-even savings and costs calculated in real time, powered by the Optimal Blue PPE.
Automate Outreach
Pre-built emails and refinance options designed for every borrower opportunity.
Pre-Integrated Resources
Access all necessary data sources, such as AVM, county records, and pricing elements automatically, without needing to integrate with other providers.
Effortless, Data-Driven Retention Strategy
Retain more borrowers by proactively identifying refinancing needs without guesswork.
Loan officers can save up to 30 minutes per borrower with one-click portfolio analysis.
AUTOMATED CUSTOMER OUTREACH
Once refinance options are identified, loan officers can initiate borrower outreach with a single click. Pre-built templates make it simple to compile and send an automatically generated PDF that summarizes several refinance paths, giving borrowers the clarity they need to make informed decisions.
REFERRAL INTAKE
Easily collect key borrow details from referrals using intake forms.
LOGGED ACTIVITY PER BORROWER
See an audit log and record of all outreach activity for each borrower. Review past scenarios shared and track transaction activity to stay informed and organized.
TIME SAVINGS AND REDUCTION OF MANUAL WORK
Save loan officers hours per week reviewing, researching, and calculating refinance opportunities.
Latest Innovations
BROKER SEARCH DATA LICENSE
Gives wholesale and non-QM investors a previously unavailable view into broker demand across the market.
INTEGRATION STUDIO
IN COMERGENCE
Effortless connectivity for your team.
Launch “done-for-you” integrations with platforms like Salesforce in under an hour. Map custom fields, validate data, and automate updates.
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 lifecycle.
Resources
Refi Revival: Leveraging Originator Intelligence to Stay Ahead of the Curve
Discover how to align with market momentum and surface high-potential refinance leads.
Five New Innovations Delivering Results for Lenders
Learn how five new technology innovations help lenders improve efficiency, manage risk, and achieve better results in today’s mortgage market.
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: How Capture for Originators Turns Past Loans Into Future Wins
Discover how Capture for Originators turns past loans into future wins
