Compliance & Counterparty Oversight Solutions

Simplify Compliance and Strengthen Connections with Optimal Blue’s Comergence Platform

Discover a smarter way to manage oversight, grow your network, and unlock new opportunities all from a single, integrated platform built for mortgage professionals.

Explore Purpose-Built Solutions Within the Comergence Platform

Counterparty Oversight

Counterparty Oversight

Leverage the industry's only end-to-end solution for secure, efficient third-party due diligence and monitoring.

Prospect Marketing

Prospect Marketing

Use comprehensive data to identify prospects, analyze volume trends, and uncover new business opportunities.

Social Media Compliance

Social Media Compliance

Boost efficiency and stay compliant with the only social media compliance platform tailored for mortgage professionals.

Go Paperless

Go Paperless

Eliminate manual processes and manage third-party relationships with ease.

Prospect Better

Prospect Better

Easily connect with new opportunities in specific markets.

Automate Oversight and Monitoring

Automate Oversight and Monitoring

Ensure compliance and proactive remediation while saving valuable resources.

Ensure Compliance

Ensure Compliance

Enforce policies and procedures established in your compliance management system.

Manage On the Go

Manage On the Go

Use the Comergence mobile app to empower your team anywhere.

Remediate Compliance Findings

Remediate Compliance Findings

Manage monitoring and audit findings through intuitive dashboards.

The smarter way to manage TPO relationships

Comergence by Optimal Blue delivers automated oversight, seamless connectivity, and unmatched visibility into your third-party originator network – all from a single, powerful platform.

Automated oversight

Stay ahead of compliance demands with intelligent tools so you can focus on growth, not paperwork.

Connect with confidence across the mortgage ecosystem

With over 22,000 originators and 125+ investors on the platform, Comergence makes it easy to discover, vet, and engage with trusted partners.

Discover, Connect, and Grow With the Solution Center Partner Marketplace

Discover, Connect, and Grow With the Solution Center Partner Marketplace


Easily connect originators, partners, and investors. Browse new opportunities and streamline access with SSO.

Accelerate Onboarding and Reduce Operational Friction

Accelerate Onboarding and Reduce Operational Friction


Instant access to all TPO and loan officers listed in NMLS® Consumer Access℠ simplifies application and renewal workflows.

Discover High-Value Opportunities With Precision

Discover High-Value Opportunities With Precision


Tap into new markets and uncover unique growth opportunities with powerful prospecting tools built for efficiency and insight.

Proactive Compliance – Without Manual Work

Proactive Compliance – Without Manual Work


Stay ahead of regulatory risk with automated monitoring and audit tools that keep a constant eye on social media activity tied to your brand.

Latest Innovations

SOLUTION CENTER
SOLUTION CENTER

IN COMERGENCE

Discover, connect, and grow with the mortgage industry’s most comprehensive partner marketplace

The Solution Center empowers originators, partners, and investors to find and activate the tools and services they need – all in one place.

BEST EFFORTS DIRECT LOCK
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.

INTEGRATION STUDIO
INTEGRATION STUDIO

IN COMERGENCE

Effortless connectivity for your team.

Launch seamless, “done-for-you” integrations with platforms like Salesforce. Map custom fields, automate updates, and connect your data for faster onboarding and greater flexibility.

Resources

Maximize Profitability and Boost Efficiency
Maximize Profitability and Boost Efficiency

Discover the six essential components of a PPE.

Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation
Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation

Learn how a leading credit union transformed its mortgage business by implementing a modern, integrated technology platform.

Unlocking Refi Potential
Unlocking Refi Potential

Discover how Capture for Originators turns past loans into future wins

Choosing the Right Tech Partner: Modern Technology. Proven Experience.
Choosing the Right Tech Partner: Modern Technology. Proven Experience.

Identify the essential criteria to look for in a technology partner that can modernize your mortgage operations and drive real results.

Ready to simplify oversight and grow your network?

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