Unlock liquidity, transparency, and performance with Optimal Blue’s cloud-native mortgage platform.
Investor-Focused Features to Scale Volume and Optimize Execution
Accuracy
Proven accuracy and established value for originators ensuring seamless connection to investors.
Connectivity
Support growth in third-party originations with two originator pricing platforms and all three delivery channels.
Ratesheets & Guidelines
Accelerate ratesheet development and deployment through seamless pricing integration, cutting manual steps and delays.
Buy-Side Bidding Platform
More than just a vendor, Optimal Blue is a strategic advisor, with broad daily access to deal flow and key relationships.
Marketplace Access
Connect with originators on the industry’s most trusted product, pricing, and eligibility engine.
Prospect Marketing
Accelerate client acquisition with automated prospect marketing tools that streamline research, optimize engagement, and uncover opportunities instantly.
Trusted Accuracy for Every Transaction
99.5% product and pricing precision ensures salability and margin throughout the origination process.
Dedicated Investor Support
40+ Optimal Blue Investor Relations experts manage updates and distribution, so you can focus on growth.
Real-Time Pricing and Eligibility
Thousands of ratesheets processed daily and tens of thousands of guideline changes annually keep your data current and compliant.

MSR Valuation
Seamless mapping, audit, and import of portfolio loan data for purposes of loan- or cohort-level discounted cash flow valuations of mortgage servicing rights.

Counterparty Oversight
Securely purchase loans from third-party originators (TPOs) with increased confidence, trust, and efficiency.

Investor Pricing Insight
Gain real-time visibility to benchmark pricing in current markets and identify opportunities in new markets.
Latest Innovations

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 life cycle.

SOLUTIONS 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.

COMPETITIVE BLOTTER & TBA TRADE INTEGRATIONS
IN COMPASSEDGE
Real-time trading, no manual errors.
Centralize trade execution and access real-time pricing from integrated broker-dealers. Eliminate manual errors, streamline workflows, and empower your team to make confident decisions with direct API-based trading.
Resources
Maximize Profitability and Boost Efficiency
Discover the six essential components of a PPE.
Mortgage Business Transformation
Alliant Credit Union selected Optimal Blue as a technology partner as part of its comprehensive mortgage transformation initiative.
Unlocking Refi Potential
How Capture for Originators turns past loans into future wins.
Choosing the Right Tech Partner: Modern Technology. Proven Experience.
Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.