Day One
Monday, February 1
Training, Networking & Arrival Experiences
Make Monday count with focused learning, time to connect, and an energizing start to Summit week.
Golf Event
Registration Open
Solutions Lab & User Training
Welcome Reception
Day Two
Tuesday, February 2
General Sessions & Breakouts
Hear from Optimal Blue leaders, explore focused breakout tracks, and connect with peers throughout the day.
Registration Open
General Session: What’s New at Optimal BlueJoe TyrrellErin WesterSara Holtz
Breakout Sessions
Breakout Sessions
Executive Client Panel
Breakout Sessions
Breakout Sessions
Networking Party
Day Three
Wednesday, February 3
Industry Perspectives & Closing Sessions
Close Summit with timely industry perspectives, featured speakers, and final opportunities to learn and connect.
Registration Open
Breakout Sessions
Breakout Sessions
Featured Session: Insights from the Biggest StageFeaturing Troy Aikman
Industry Outlook with the MBABob Broeksmit, MBA President and CEO, and Mike Fratantoni, MBA Chief Economist
Breakout Sessions
Conference Concludes
Explore the Breakout Tracks
Choose the conversations that move your business forward
Explore four focused tracks spanning AI, growth, operational strategy, and transformative technology. Expand a track to preview featured sessions.
01Leverage AI, Data & Automation
Explore how AI, data, and automation are changing the way organizations make decisions, improve productivity, anticipate market shifts, and uncover new business opportunities. These sessions bring together practical applications and forward-looking perspectives.
Featured breakout sessions include:
- Beyond the AI Hype
- Secret Value of Mortgage Data
- How to Build a Data Team Without People
- Which Data Predicts the Future
- The Data Elements Used for Smarter Business Decisions
- AI’s Next Steps and What Big Steps Are Coming to Mortgage
02Grow Your Business
Discover practical strategies for pursuing new opportunities, protecting profitability, strengthening business relationships, and realizing more value from your technology investments.
Featured breakout sessions include:
- Proof Over Promises
- Non-QM: The New Growth Engine
- Tips & Tricks of High-Adoption Lenders
- The Hidden Basis Points
- Agency Direct: Smarter Execution at Your Fingertips
- How to Hear What Your TPOs Have Already Told You
03Operational Excellence
Learn how leading organizations are navigating increasingly complex pricing, risk, execution, and operational decisions across the mortgage life cycle.
Featured breakout sessions include:
- 5 Ways to Expand the Execution Playbook
- How to Plan for the New Credit Scores
- The Hedging Strategy Required for Non-QM
- The Pull-Through Shift: Behavioral Intelligence for Better Hedges
- How to Maximize Profitability From Rate Sheet to Servicing
- Why Risk Is Not the Enemy of Growth
04Business-Changing Tech
See transformative technology in action and explore how modern interfaces, connected platforms, integrations, automation, and actionable intelligence can improve the way work gets done.
Featured breakout sessions include:
- Increase Your ROI Without Spending a Penny
- The Future of UI for Secondary Markets
- Trading Integration Secrets That Move the Needle
- How Ratesheets Have Become Margin Intelligence Tools
- Connect the Journey: Prospect, Lock, and Hedge Through an Integrated Capital Markets Platform
- The Next Big Thing
Sessions are subject to change. Full session descriptions, speaker and panelist details, and schedules will be available on December 1 in the official Summit 2027 conference app.
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Optimal Blue Summit 2027
Stay tuned for agenda updates as we get closer to the Optimal Blue Summit.
Register for Summit 2027