Policy and Model Governance Best Practices
How a structured MSR governance framework, including policies, assumptions, hedging, back-testing, key risk indicators, and regulatory processes, creates consistency and strengthens oversight.
Monday, February 1 | By invitation |
Included with Summit registration
The MSR
Mini-Conference
An invitation-only morning for mortgage servicing rights professionals. Join a focused group of clients and industry partners for candid conversations about valuation, modeling, governance, and the forces shaping the MSR market.
A closed room, on purpose
The MSR Mini-Conference is a focused Summit experience reserved for select clients and industry partners working directly in mortgage servicing rights. Attendance is intentionally limited to create space for substantive conversations about assumptions, governance frameworks, market dynamics, and the decisions shaping MSR strategy.
The MSR Mini-Conference is included with Summit registration at no additional cost. Attendance is by invitation, and capacity is limited.
Included with Summit registration. Access by invitation. Space is limited.
Who's in the room
The MSR Mini-Conference brings together Optimal Blue MSR clients and key industry partners responsible for valuation, retain-versus-release decisions, model governance, and MSR risk. Optimal Blue product, desk, and financial engineering leaders will join the discussion to share expertise, answer questions, and engage directly with attendees.
Monday morning, February 1
The MSR Mini-Conference is planned for Monday morning in a dedicated space before the main Summit program begins. The agenda is in development and will be updated as sessions are confirmed.
Time
Session
Morning
Opening and market framing: details coming soon
Morning
Session two: details coming soon
Morning
Session three: details coming soon
Midday
Close and transition to the Summit program: details coming soon
Agenda coming soon. Sessions are being finalized with Optimal Blue’s MSR product and desk teams. Check back for updates or contact your Optimal Blue representative to receive new agenda details as they are announced.
The ground we cover
As the 2027 agenda takes shape, last year's MSR program offers a look at the caliber and technical depth attendees can expect.
Prepayment and Rate Model Dynamics
MSR rate modeling from the ground up: model frameworks, sensitivities, primary-rate construction, tuning, mean regression, and how to read the risk that comes out.
Pricing Source: Behind the Scenes
Where our pricing data comes from, how it is sourced, and how those inputs drive the values you see.
Underutilized Features of the MSR Model
The model’s less visible capabilities, including scenario modeling and CPR forecast error reporting, can strengthen retain-versus-release analysis.
Roundtable: Hot Topics in the MSR Space
An open round table with industry leaders on the pressing and emerging issues shaping the MSR market.
Integrating Loan-Level MSR into the Pipeline
How to bring loan-level MSR into the pipeline model to quantify SRP hedge impacts and support better retain-versus-release decisions.
Request access to the MSR Mini-Conference.
Attendance is limited and available by invitation. If you are registered for Summit 2027 and work in the MSR space, request access and an Optimal Blue representative will follow up with next steps.
Already registered for Summit? There is no additional cost to attend.