We have well over 1,000 users on the system. Optimal Blue is so beneficial to our loan officers and really helps them do their jobs efficiently.
Dan Cooper, Cornerstone Home Lending

Enterprise automation designed for the diverse business models of innovative mortgage banks

  • Maximize profitability with the most widely used and most robust secondary marketing solution in the mortgage industry
  • Our single, unified technology platform automates the entire secondary function, from content through commitment
  • Traditional manual processes like loan change requests, nightly mark-to-market, pull-through analysis, modeling, risk management, and best execution are streamlined and accurate
  • With hundreds of investors and thousands of product options right at your fingertips, your loan officers quote the best execution every time
  • Includes powerful capabilities and self-managed features like risk management, dynamic margins, conditional markups, historical pricing, auto-locking, and LO comp management
  • Uniquely supports the needs of all wholesale and correspondent business models of today’s leading mortgage banks

Leverage a comprehensive array of tools to measure and manage risk

  • Powered with the industry’s leading product eligibility and pricing engine, clients see added benefit from accurate pipeline valuations by investor
  • Automate locks, re-locks, floats, and expirations to enable service flexibility and control
  • Traders easily compare all executions – bulk bidding, direct trade, assignment of trade (AOT), best efforts, or agency retained – for the most informed, real-time decision
  • Innovative features like on-demand analytics, dynamic shock analysis, and modeling enable the best execution on every sale
  • Implement proven pipeline risk management automation for hedging, strategic modeling, and execution
  • Leverage full-service, hybrid, or self-service options that adapt with you as your strategy changes and your business grows
  • Benefit from decades of industry expertise with Optimal Blue’s analysts, account managers, and other consultative experts to educate and advise on ways to grow your business

Accuracy, transparency, and on-demand analytics to maximize profitability – today and tomorrow

  • Optimal Blue’s Business Intelligence and Competitive Analytics solutions leverage marketplace and enterprise data to help you make better decisions and stay competitive
  • Market Share Insight provides originators the ability to review and analyze historical market share by lock request volume and track ranking by price, rate, loan amount, FICO, and product type
  • Pricing Insight allows you to benchmark your pricing and overall offering versus your peers – high, medium, and low volume originators – by user-defined time period and MSA

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
  • Empower LOs while ensuring regulatory compliance with the industry’s leading social media compliance solution

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”

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Digital Loan Marketplace White Paper

The Importance of Participating in a Digital Loan Marketplace

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