The Optimal Blue Summit client conference is where mortgage expertise meets modern innovation.
February 23 – 25, 2026 | Scottsdale, AZ
Optimal Blue 2025 Summit Highlights
Relive the excitement of the 2025 Optimal Blue Summit. Check out our recap video from our three-day event in San Diego, where we showcased key sessions, networking opportunities, and groundbreaking innovations.
Driving Profitability & Innovation at No Additional Cost — Joe Tyrrell's Keynote Session
Major Product Innovations Announced at Optimal Blue Summit 2025
Product Announcements
Ask Obi
An interactive AI assistant designed to provide mortgage lending executives with instant, actionable insights from their Optimal Blue products and data.
Originator Assistant
An AI-powered tool in the Optimal Blue PPE that identifies alternate loan scenarios that can produce more competitive pricing, helping loan officers have more strategic discussions with borrowers to win more business.
Rules Optimizer
A feature in the Optimal Blue PPE that allows lenders to streamline the rule creation process by creating a single rule and applying it to multiple investor relationships.
CompassEdge Ratesheet Tool
A feature that connects front-end pricing (i.e., origination) with back-end pricing (i.e., secondary) to allow lenders to generate ratesheet pricing with a known margin, accurately.
Confirm Assistant
A feature in the CompassEdge hedging and loan trading platform that uses AI document analysis to process TBA trade confirmation files quickly.
Solution Center
A partner marketplace within Optimal Blue’s Comergence platform that expands revenue opportunities for mortgage lenders and investors and third-party partners and vendors.
Mortgage Rate Futures
First announced in November 2024, Optimal Blue has partnered with CME Group, the world’s leading derivatives marketplace, to provide the Optimal Blue Mortgage Market Index (OBMMI) as the foundation for CME Group’s new Mortgage Rate futures.
To learn more about our new product innovations, check out our latest press releases
or reach out to your Optimal Blue representative.
Stay Informed
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