The Mortgage Industry's Premier Gathering

Where Mortgage Leaders Shape What's Next

Three days of market intelligence, innovation, and industry connections designed to help mortgage leaders navigate what's next.

Register Now
Early-Bird Pricing Ends October 31
CLIENT-EXCLUSIVE EVENT
The Optimal Blue Summit Begins in
00 Days
00 Hours
00 Minutes
00 Seconds

The Summit Experience

Three Days Designed for the People Driving Mortgage Forward.

The Optimal Blue Summit brings together mortgage executives, capital markets leaders, secondary marketing professionals, product innovators, and industry partners for three days of collaboration, education, and connection.

Designed around the challenges and opportunities shaping mortgage lending today, Summit delivers actionable insights, meaningful conversations, and direct access to the people and technologies helping organizations compete more effectively in a rapidly changing market.

AI-Powered Innovation See how artificial intelligence and automation are transforming mortgage lending today.
Market Intelligence Gain insights, trends, and strategies to navigate a rapidly changing market.
Industry Connections Build relationships with peers, leaders, partners, and mortgage innovators.
Influence What's Next Connect directly with Optimal Blue teams and help shape future product direction.
Register Today


The Summit is a client-exclusive event.

Featured Speakers

Insights. Innovation. Leadership.

Troy Aikman
Featured Guest Speaker

Troy Aikman

Analyst, ESPN Monday Night Football
Three-Time Super Bowl-Winning Quarterback
Pro Football Hall of Famer

Robert Broeksmit

Robert Broeksmit, CMB

President and Chief Executive Officer Mortgage Bankers Association

Michael Fratantoni

Michael Fratantoni, Ph.D.

Chief Economist Mortgage Bankers Association

Joe Tyrrell

Joe Tyrrell

Chief Executive Officer Optimal Blue

Erin Wester

Erin Wester

Chief Product Officer Optimal Blue

Limited-Time Registration Drawing

Register early. Experience more.

Register for Optimal Blue Summit 2027 by October 16 and you'll automatically be entered for a chance to win a $500 JW Marriott Desert Ridge resort credit.

Use it for dining, drinks, spa treatments, golf, shopping, and more during your Optimal Blue Summit stay.

No purchase necessary. Eligible individuals who register between September 9, 2026 and October 16, 2026 will be automatically entered into the sweepstakes. See Official Rules for complete details.

THE LEADERS IN THE ROOM

Connect with the people shaping mortgage lending.

From strategic decision-makers to technology innovators, Summit brings together the people and perspectives shaping the future of mortgage lending.

Mortgage Executives
Capital Markets Leaders
Secondary Marketing Teams
Product Innovators
Data & Analytics Experts
Industry Partners
Why Summit

What Makes Summit Different.

Purpose-built for mortgage leaders seeking direct access, sharper intelligence, and an informed view of what comes next.

Executive Access

Connect directly with Optimal Blue leaders, economists, product experts, and peers shaping the future of mortgage lending.

Innovation & AI

Explore AI-powered capabilities, automation, and emerging technologies designed to improve performance across the mortgage life cycle.

Market Intelligence

Gain timely perspective on market dynamics, lender trends, and data-driven strategies that support smarter business decisions.

Influence the Future

Share feedback, participate in discussions, and help guide the next generation of Optimal Blue solutions.

Ready to experience Summit firsthand?

SESSION TRACKS

Explore the Conversations Shaping Mortgage.

The 2027 agenda will bring together practical strategies, emerging technology, and market intelligence designed to help mortgage leaders move forward with greater confidence.

AI, Data & Automation

Explore how AI and data are transforming mortgage decision-making, forecasting, productivity, and business strategy through practical, real-world applications.

Profitability & Performance

Discover practical strategies to improve adoption, protect margins, pursue new market opportunities, strengthen partner relationships, and achieve measurable business outcomes.

Market Strategy & Execution

Learn how smarter pricing, risk management, connected workflows, and execution strategies can improve profitability, operational readiness, and capital markets performance.

Business Changing Tech

See transformative technology in action and discover how modern interfaces, integrations, automation, and actionable intelligence can improve workflows and deliver greater business value.

JW Marriott Desert Ridge Resort & Spa

The Perfect Setting For Meaningful Connections.

Summit 2027 is coming to the JW Marriott Desert Ridge Resort & Spa, where Sonoran Desert views, unforgettable resort experiences, and everything you need to connect are all in one place. From the pools and lazy river to championship golf, dining, spa experiences, and more, this is a destination worth getting excited about.

SPONSOR SUMMIT 2027

Gain Visibility Across the Summit Experience.

From general sessions and networking events to podcast placements and attendee engagement opportunities, sponsorships are designed to keep your brand visible before, during, and after Summit.

Event
Experiences

Create memorable brand interactions during Summit's most visible and highly attended moments.

Attendee
Engagement

Keep your brand visible throughout the Summit with sponsorships attendees see and use every day.

Digital
Visibility

Extend your reach before, during, and after the conference through digital attendee touchpoints.

Thought
Leadership

Position your organization as a trusted voice through exclusive content and executive visibility opportunities.

Ready to explore sponsorship opportunities?

View Sponsorship Packages

Loading sponsors...

2026 HIGHLIGHTS

Relive the Moments That Defined Summit 2026

Take a look at the sessions, connections, and moments that made Summit 2026 one of our most memorable events.
Save Before Rates Increase • Early-Bird Ends Oct. 31

Join the Leaders Shaping What's Next.

February 1–3, 2027 Scottsdale, Arizona

Lock in early-bird pricing and secure your place alongside mortgage executives, innovators, and decision-makers at Optimal Blue Summit 2027.

Register & Save Before Oct. 31


Client-exclusive conference