Data & Business Intelligence for Mortgage Lenders

Turn raw data into real results for your lending business

Uncover market trends, benchmark performance, and drive profitability with actionable intelligence at every stage of the mortgage life cycle.

Leverage Actionable Intelligence Across the Mortgage Life Cycle

Model With Granular, Real-Time Rate Data

Model With Granular, Real-Time Rate Data

Leverage highly granular, near real-time mortgage rate data to analyze primary mortgage market rate trends that influence secondary market asset performance.

Forecast Market Shifts With Confidence

Forecast Market Shifts With Confidence

Gain a competitive edge by accurately predicting key macroeconomic housing and mortgage metrics ahead of their official release.

Discover Opportunities in the Details

Discover Opportunities in the Details

Identify high-potential geographies and demographics to optimize product offerings, marketing efforts, and capital allocation.

Visualize Lock Activity to Uncover Trends

Visualize Lock Activity to Uncover Trends

Monitor real-time, transactional lock data to uncover trends and activity at the product, channel, branch, and loan officer level.

Optimize Margins With Competitive Pricing Intelligence

Optimize Margins With Competitive Pricing Intelligence

Analyze price concessions and configured margin strategies to assess competitiveness and optimize product positioning for revenue growth.

Streamline Change Requests With Granular Oversight

Streamline Change Requests With Granular Oversight

Gain granular visibility into change requests – such as lock extensions and profile updates – to streamline operations and improve oversight.

Real-Time, Verified Data With Investor Pricing Insight

Real-Time, Verified Data With Investor Pricing Insight

Gain competitive benchmarking insight through a contributory model that discloses participant names and actual pricing, rather than relying on surveyed information.

Compare Pricing and Products Instantly

Compare Pricing and Products Instantly

View actionable pricing data in a concise, visual format for point-in-time comparisons.

Act on Real-Time Intelligence

Act on Real-Time Intelligence

Gauge your competitive position in real time with the right data, available the moment you need it. Use this pricing and eligibility insight to establish strategies and adjust programs.

Enterprise data intelligence for confident lending

From broker search trends to competitive benchmarking, Optimal Blue’s data suite delivers precise, actionable insights that empower lenders to make smarter, faster decisions.

Actionable insights. Proven results.

Optimal Blue’s data solutions integrate anonymized broker behavior, market analytics, and enterprise reporting – providing unmatched accuracy and depth.

Trusted analytics for the modern mortgage market

Whether prospecting or retaining borrowers, our business intelligence tools help originators and investors automate workflows, benchmark performance, and respond to market shifts in real time.

BENCHMARK YOUR STRATEGY WITH COMPETITIVE DATA LICENSE

BENCHMARK YOUR STRATEGY WITH COMPETITIVE DATA LICENSE


Automate market intelligence and compare your pricing, products, and visibility against thousands of competitors. Make confident decisions with real-time analytics and scenario modeling.

INTEGRATE ENTERPRISE ANALYTICS FOR TAILORED INTELLIGENCE

INTEGRATE ENTERPRISE ANALYTICS FOR TAILORED INTELLIGENCE


Connect Optimal Blue’s advanced analytics and reporting directly to your workflow. Automate data delivery, tailor reporting, and empower your team to respond instantly to market changes.

STAY AHEAD WITH DAILY MARKET ANALYTICS

STAY AHEAD WITH DAILY MARKET ANALYTICS


Access the earliest and most comprehensive view of the primary mortgage market – ideal for investment, operations, and marketing teams.

GAIN REAL-TIME PRICING INTELLIGENCE WITH INVESTOR PRICING INSIGHT

GAIN REAL-TIME PRICING INTELLIGENCE WITH INVESTOR PRICING INSIGHT


Access in-depth pricing comparisons and visibility into locked scenarios, worst-case, and historical pricing. Make informed decisions with comprehensive data at your fingertips.

Latest Innovations

BROKER SEARCH DATA LICENSE
BROKER SEARCH DATA LICENSE

Uncover market trends with top-of-funnel broker search insights

Analyze anonymized broker search behavior to identify emerging demand, benchmark program competitiveness, and make evidence-based decisions – before loans are locked.

CAPTURE FOR ORIGINATORS
CAPTURE FOR ORIGINATORS

IN THE OPTIMAL BLUE PPE

Retention strategy and refinance analysis for originators

Streamline refinance prospecting with borrower-ready presentations and closed-loan analysis – saving loan officers time and effort.

COMPETITIVE DATA LICENSE
COMPETITIVE DATA LICENSE

Automate market intelligence and pricing validation

Validate pricing strategies and identify gaps with real-time, scalable datasets that compare your products against thousands of competitors.

Hear directly from the experts behind Optimal Blue’s data solutions.

What's the Benefit of Competitive Analytics?

“Competitive Analytics is a game changer! Updated with new transactional data daily, it is a sharp contrast to historical HMDA or survey data that lenders have relied upon in the past.”

– Erin Wester, Chief Product Officer

What Differentiates Our Market Data?

“Market Analytics provides a daily, comprehensive array of transaction-specific data points that support several practical use cases, including market research, custom benchmarking, valuation and performance, and proprietary forecasting.”

– Brennan O’Connell, Director of Data Solutions

Get Exclusive, Real-time Pricing Data On-Demand

"Unlike surveyed pricing information, Investor Pricing Insight is a contributory platform that discloses participant names and actual pricing. This unique solution gives investors the power to run live pricing searches to gather comprehensive insight.”

– Ravi Desai, Originations Product Manager

Resources

Data Solutions Overview for Originators
Data Solutions Overview for Originators

Discover three options of Optimal Blue data solutions available to originators.

4 Ways Data Creates Value Across Your Organization
4 Ways Data Creates Value Across Your Organization

Find out how actionable mortgage data can maximize results and efficiency throughout your organization.

Data Can Make You a ‘Lender for Life’
Data Can Make You a ‘Lender for Life’

See how leveraging data can help lenders build lasting relationships, improve retention, and become the trusted partner for every borrower’s journey.

Drive Efficiency and Profitability With Competitive Data License
Drive Efficiency and Profitability With Competitive Data License

Learn how competitive data license empowers lenders to drive efficiency, improve profitability, and make smarter decisions across their organization.

See Optimal Blue’s data solutions in action.

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