Turn Data Into Actionable Opportunities
Automate Lead Gen
Automate lead selection from your closed loans and servicing portfolios.
Save Time with Automation
Source refinance opportunities seamlessly.
Ensure Accurate Pricing
Deliver accurate pricing powered by the Optimal Blue PPE.
Maintain Brand Presence
Keep your name top of mind with borrowers.
Protect Portfolio Value
Sustain performance and diversify product mix.
Push CRM Alerts
Send personalized leads directly to your systems.
Effortless, Data-Driven Retention Strategy
Retain more borrowers by proactively identifying refinancing needs without guesswork.
Generate personalized pricing scenarios through direct connection with the Optimal Blue PPE, which calculates highly accurate pricing based on borrower-specific attributes, current market conditions, and the most up-to-date market and lender-specific margin structures.
INTELLIGENT LEAD IDENTIFICATION
Capture identifies loans within a servicing portfolio or lead database that could benefit from refinancing based on current home equity and/or current first-lien rates, as well as those that may be eligible for home equity offers based on up-to-date home price data.
PRICING SCENARIOS
Generate personalized pricing instantly through direct connection with the Optimal Blue PPE for each borrower, based on transparency and accuracy.
CRM INTEGRATION & ALERTS
Push equity alerts and refinance possibilities straight into your CRM – so you never miss a timely outreach opportunity.
RETENTION & DIVERSIFICATION
Protect portfolio value while boosting product mix and keeping your brand top of mind with borrowers.
Latest Innovations
BROKER SEARCH DATA LICENSE
Gives wholesale and non-QM investors a previously unavailable viewinto broker demand across the market.
INTEGRATION STUDIO
IN COMERGENCE
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
