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Products

Product & Pricing for Mortgage LendersEnterprise PPE for pricing, locking, & margin management
Product & Pricing for Mortgage BrokersTurnkey PPE for pricing & borrower engagement with Loansifter
Hedging & TradingMitigate pipeline risk and simplify loan sales
CaptureIncrease production and recapture business
Compliance & Counterparty OversightAutomate oversight to protect and monitor lenders with Comergence
MSR ValuationGain visibility into MSR portfolios

Platform

AI & AutomationTransform lending with intelligent automation
Market Data & Business IntelligenceReal-time insights on mortgage pricing and demand
Integrations & APIsConnect systems with flexibility and accuracy
Latest InnovationsExplore our latest purpose-built, modern tech solutions

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Partner NetworkAccess the largest secondary marketing network, turnkey connections with leading technology vendors

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Recapture Refinance Opportunities

Recapture Refinance Opportunities

Unlock new value from existing borrowers

Analyze Market Trends

Analyze Market Trends

View the most comprehensive and accurate daily rate indices

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Credit Union
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Price Loans Accurately

Price Loans Accurately

Deliver competitive pricing with real-time data and modern tech

Power Profitability with Data

Power Profitability with Data

Make data-powered decisions with source-level production and market insights

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Mortgage Market Indices (OBMMI)
30-Year Fixed Rate Conforming Index

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Stay Informed With Weekly Insights

Stay Informed With Weekly Insights

Listen to expert takes on mortgage trends and strategy

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Receive Actionable Market Intelligence

Subscribe for complimentary monthly mortgage data and insights

About
Leadership Team
Press Room
Careers

Products

Product & Pricing for Mortgage LendersEnterprise PPE for pricing, locking, & margin management
Product & Pricing for Mortgage BrokersTurnkey PPE for pricing & borrower engagement with Loansifter
Hedging & TradingMitigate pipeline risk and simplify loan sales
CaptureIncrease production and recapture business
Compliance & Counterparty OversightAutomate oversight to protect and monitor lenders with Comergence
MSR ValuationGain visibility into MSR portfolios

Platform

AI & AutomationTransform lending with intelligent automation
Market Data & Business IntelligenceReal-time insights on mortgage pricing and demand
Integrations & APIsConnect systems with flexibility and accuracy
Latest InnovationsExplore our latest purpose-built, modern tech solutions

Partner

Partner NetworkAccess the largest secondary marketing network, turnkey connections with leading technology vendors

By Institution Type

IMB
Bank
Credit Union
Broker

By Role

Originator
Executive
Investor
Partner
Capital Markets
Broker
Operational Admin
Developer
Servicer

Learn

Blog
Webinars
Research & Reports
Optimal Insights
Market Advantage

Connect

Optimal Blue Summit
Industry Events
Connect With Us

Indices

Mortgage Market Indices (OBMMI)
30-Year Fixed Rate Conforming Index
About
Leadership Team
Press Room
Careers
  • Blog
  • Webinars
  • Research & Reports
  • Optimal Insights
  • Market Advantage
  • 30 yr. Fixed Rate Conforming Index
  • Optimal Blue Summit
  • Industry Events
  • LinkedIn
  • YouTube
  • About
  • Leadership Team
  • Press Room
  • Careers

Products

  • Product & Pricing for Mortgage Lenders
  • Product & Pricing for Mortgage Brokers
  • Hedging & Trading
  • Market Data & Business Intelligence
  • Compliance & Counterparty Oversight
  • MSR Valuation

Platform

  • AI & Automation
  • Partner Network
  • Integrations & APIs
  • Latest Innovations
  • End-to-End Data

Type

  • Bank
  • Credit Union
  • IMB
  • Servicer
  • Originator
  • Executive
  • Investor
  • Partner
  • Capital Markets
  • Broker
  • Operational Admin
  • Developer

I want to...

  • Price Loans Accurately
  • Manage Risk & Margin
  • Analyze Market Trends
  • Trade Loans Efficiently
  • Stay Compliant
  • Leverage AI & Automation
  • Power Profitability With Data
  • Recapture Refinance Opportunities
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Confidential, Proprietary and/or Trade Secret. TM SM *Trademark(s) of Optimal Blue, LLC, or an affiliate. © 2025 Optimal Blue, LLC. All rights reserved.
Corporate Headquarters
5340 Legacy Drive
Building 2, Suite 250
Plano, TX 75024
2 Wisconsin Circle, Suite 1180
Chevy Chase, MD 20815
600 17th Street, 16th Floor
Denver, CO 80202
12075 N. Corporate Parkway, Suite 130
Mequon, WI 53092
650 California Street, Suite 2025
San Francisco, CA 94108

COMPASSPOINT℠

The CompassPoint℠ risk management platform redefines what you can accomplish in a day, week and month.

Serving lenders of all sizes, ranging from small independent mortgage companies to large government agencies, CompassPoint can meet your capital markets technology needs today, and scale as your business needs change in the future.

CAPITAL MARKETS TECHNOLOGY

REDEFINE WHAT YOU CAN ACCOMPLISH


The CompassPoint℠ risk management platform is used by lenders of all sizes, ranging from small independent mortgage companies to large government agencies. The platform is designed to meet your capital markets technology needs today while scaling to meet your business needs in the future.

  • Achieve best execution regardless of delivery strategy

  • Minimize month-end surprises and track daily P&L

  • Simplify daily risk management processes

  • Shine light on your most profitable originators

REDEFINE WHAT YOU CAN ACCOMPLISH

ABOUT COMPASSPOINT

IMPROVE PROFITABILITY THROUGH TECHNOLOGY


CompassPoint helps you improve profitability with a framework and tools that address mortgage-related enterprise risk. The analytics in CompassPoint provide daily, loan- and cohort-level valuation, cash flow, and stratification reporting for origination pipelines, whole-loan portfolios, and mortgage servicing portfolios.

This daily risk management process of valuation and reporting on both a global portfolio basis and loan-level basis adds value to your internal controls, safety, and soundness testing. It also brings speed, efficiency, and accuracy to your results.

KEY FEATURES

MAXIMIZE THE POWER OF YOUR HEDGING AND TRADING PLATFORM


Sell at the highest price, regardless of whether you’re selling servicing released via mini-bulk tapes, delivering to the agencies and working through complex optimization strategies, or some combination of the two.

Simplify daily P&L reconciliation and provide straightforward attribution analysis so you know how well you are preserving your profit margin every step of the way.

Streamline processes and procedures that previously took hours every day; save time and strengthen your risk policies by letting technology do the heavy lifting so you can spend more time on strategy.

Understand which producers are closing loans on time and identify those that need some help. Originator scorecards help you understand which loan officers, branches, and brokers are costing you money.

Whether reviewing monthly closing percentages or implementing sophisticated pull-through models, data is key. Track your locks through each step and use our detailed reporting to dial in your coverage models.

Generate base rates and pricing, including white-labeled proprietary output, from one system. Reconciliation tools help prevent pricing errors before they start, and flexible margin tools allow you to create granular pricing.

INSIGHTS

Meet CompassEdge: The Evolution of CompassPoint


Discover the user-friendly system that merges unmatched pipeline risk management tools and analytics with dynamic loan sale and MSR valuation functionality.

RELATED SOLUTIONS

AUTOMATE YOUR SECONDARY MARKETING


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

COMPASSEDGE

MARKET DATA LICENSE