It comes down to getting a level of comfort and trust. We found that with Optimal Blue.
Jeff Klein, Congressional FCU

Simplify, improve, and grow with end-to-end secondary automation designed for credit unions

  • Automate the entire secondary function, from content through commitment, with our Enterprise Secondary Marketing Solution
  • Our single, unified technology platform is customizable to where you are today and scalable where you’ll want to go tomorrow
  • Fund growth and improvements with efficiencies from a simplified mortgage process, cost reductions, and an improved gain on sale
  • Improve compliance, eliminate spreadsheets and manual tasks throughout your mortgage process with a provider you can trust

Deliver the experience your members expect

  • Better serve members by quoting more accurate pricing anywhere, any time
  • Provide your members with a more competitive product lineup
  • Present more choices and easily determine the best-fit financing option for every member – every time
  • Automate locks, re-locks, floats, and expirations to enable service flexibility and control
  • Automate pricing and lock adjustments to enable service flexibility and the controls to ensure success
  • Leverage a modern and enhanced mortgage offering to capture new members and improve conversion rates
  • Implement proven pipeline risk management automation for hedging, strategic modeling, and execution

CU Client Case Studies

+ GTE Financial

+ TruHome Solutions

+ University FCU

+ Utah Community CU

Leverage capabilities that play to credit union strengths

  • Fully leverage your strengths with unique eligibility, pricing, and portfolio programs to differentiate from the competition
  • Innovative note-rate hedging capabilities eliminates financial risk and aligns with the way CUs do business
  • Streamline engagement with investors like Fannie Mae with automated and embedded commitment integration
  • Empower staff while ensuring regulatory compliance with the industry’s leading social media compliance solution

Integrate new innovations with ease

  • Look to Optimal Blue’s Integrated Strategic Partner Network as your one-stop-shop for marketplace innovations
  • Innovate faster by integrating with the leading, best-of-breed solutions – mobile, consumer direct, CRM, LOS, and more
  • Optimal Blue clients can leverage advanced, turnkey integrations with leading providers in minutes
  • See how the industry’s most innovative solutions integrate with Optimal Blue through our partner webinar series

Automate social media compliance and stay ahead of the regulators

  • Protect your organization from significant financial loss
  • Leverage a single solution to manage social media audits and monitoring obligations
  • Flexible configuration to support your unique social media policy and procedural needs
  • Seamlessly manage your loan officer’s social media activity and ensure compliance with ever-changing regulatory requirements
  • Provide loan officers with an innovative social media publishing app supporting all networks and allowing them to connect, communicate, and engage through one tool
  • Available as a FREE download on iTunes and Google Play
  • Need help with a social media compliance policy? Start here...
    “Developing a Social Media Compliance Policy”

Interested? Let's Get Started

End-to-End Automation White Paper

End-to-End Automation White Paper

How an Enterprise Secondary Marketing Solution Benefits You