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COMPASSEDGE

Comprehensive hedging and loan trading functionality
in one, user-friendly platform

CompassEdge combines unmatched pipeline risk management tools and analytics with dynamic loan sale and MSR valuation functionality.

POWERFUL AI TOOLS

MAXIMIZE PROFITABILITY WITH AI ASSISTANTS

Maximize profitability on every loan and optimize your advantage with AI Assistants in the CompassEdge hedging and loan trading platform – the Profitability Assistant, Projections Assistant, Position Assistant, and Trade Assistant.

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POSITION ASSISTANT

Receive daily, data-driven insights to transform your mortgage risk management.
Position Assistant offers critical daily insights into changes in risk exposure by automatically summarizing the top drivers impacting hedged mortgage pipeline positions. By analyzing factors such as loan volume changes and hedging adjustments, lenders receive a comprehensive overview that helps them to quickly assess and adjust their risk.

PROFITABILITY ASSISTANT

Quickly identify and explain profitability changes in your mortgage pipeline.
Profitability Assistant uses generative AI to summarize the top drivers of profitability gains or losses, including new locks, fallout, loan sales, and bulk AOT. Designed for CFOs and executive teams, these day-over-day changes and month-to-date summaries enhance transparency between secondary and the the C-suite.

PROJECTIONS ASSISTANT

Predict future pipeline profitability with ease.
Projections Assistant uses AI to forecast the impact of various factors on a hedged mortgage pipeline, such as originations, fallout, and loan sales. It automates complex calculations to deliver detailed projections for position management.

TRADE ASSISTANT

Get data-driven hedge recommendations aligned with your policy.
Trade Assistant uses AI to suggest optimal combinations of sells, buys, rolls, and swaps, reducing the guesswork in hedge selection and minimizing transaction costs.

COMPREHENSIVE PLATFORM

MAXIMIZE HEDGING AND LOAN TRADING STRATEGIES

CompassEdge combines the strengths of preceding hedging and trading solutions to offer world-class analytics, ease-of-use and true best execution in one, unified platform. CompassEdge helps enhance risk management and loan trading strategies with:

  • Scalability to suit any lender

  • All the functionality needed for loan sales, including:

    • Pool optimization

    • Loan-level MSR valuation

    • Specified pay-ups

    • Integrations with agencies and investors 

  • Premier analytics, including pull-through

  • Durations, including:

    • Specified durations

    • Granular G/L reconciliation

    • Channel/branch/loan officer scorecard

  • Tools focused on transparency

  • Resilient, cloud-based infrastructure

  • Open-platform architecture

MAXIMIZE HEDGING AND LOAN TRADING STRATEGIES

INTUITIVE INTERFACE AND NAVIGATION

ACCESS COMPLETE FUNCTIONALITY WITH ONE LOGIN

CompassEdge presents relevant, actionable tools in a modern interface with streamlined navigation. Any credentialed capital markets participant – from the lock desk, to the C-suite – can access key data and functions without in-depth system training. Experience more efficient and user-friendly hedging and loan trading processes with:

  • Modern “dark mode” interface

  • Key data and tools on homepage

  • Real-time report visible to all users

  • Mobile-friendly dashboards

ACCESS COMPLETE FUNCTIONALITY WITH ONE LOGIN

UNPARALLELED KNOWLEDGE

INFORM STRATEGIES WITH DATA AND EXPERTISE

Through enhanced visibility, CompassEdge amplifies the already-outstanding support the Optimal Blue team delivers to clients with peer information at the forefront. The data information supplied from CompassEdge serves as strategic checks to daily processes and helps users make strategic decisions more quickly. CompassEdge users have unique access to data and industry knowledge that includes:

  • Extensive peer data on loan sales, hedging, pricing and more 

  • Data from the Optimal Blue PPE

  • Support from industry experts

  • Expertise backed by decades of experience

INFORM STRATEGIES WITH DATA AND EXPERTISE

AUTOMATE YOUR SECONDARY MARKETING

RELATED SOLUTIONS

Leverage Optimal Blue's end-to-end secondary marketing automation and data services to improve accuracy, maximize profitability and workflow efficiencies, and create corporate transparency.

PRODUCT & PRICING

HEDGE ANALYTICS

LOAN TRADING