Optimal Blue wins PROGRESS in Lending's 2026 Connections Award alongside integration partner Uplist

Capture for Originators recognized for turning closed-loan portfolios into active refinance opportunities

PLANO, Texas, June 29, 2026 – Optimal Blue today announced it has been named a recipient of PROGRESS in Lending's 2026 Connections Award alongside integration partner Uplist. The recognition honors Capture for Originators, a next-generation solution that builds on the two companies’ partnership by turning closed-loan portfolios into active refinance opportunities through combining data from Optimal Blue's product, pricing, and eligibility (PPE) engine with Uplist's Recapture™ portfolio monitoring technology.

Capture for Originators continuously monitors an originator's closed-loan portfolio and surfaces refinance opportunities that reflect real lending conditions rather than estimated pricing. Qualified opportunities appear directly within the originator's dashboard alongside a borrower-ready refinance presentation and pre-populated outreach linked to the lender's existing point-of-sale or borrower intake workflow. Those using the solution have reported repeat conversion rates increasing by as much as 30%, and some loan officers have closed as many as 15 recapture transactions in a single month.

"What makes Capture for Originators powerful is that it works inside the pricing infrastructure lenders already rely on every day," said Tiffany McGarry, vice president of product management at Optimal Blue. "There's no new system to learn, no new data to buy, just more value in the workflow. It's a perfect illustration of how Optimal Blue's partner network continuously expands what lenders can do with their existing solutions."

“Through our collaboration with Optimal Blue, originators can unlock significant efficiencies and uncover refinance opportunities to support their growth,” said Jeff Bell, president of Uplist. “Capture for Originators makes it easy for lenders to approach the right borrower, at the right time, with the right message.”

Now in its third year, the Connections Award honors collaborations that are advancing mortgage lending through innovation, measurable business results and shared industry commitment. This partnership stood out for the depth and precision of the fit between each company's capabilities. Optimal Blue's pricing, investor relationships and eligibility logic underpin more than 35% of all mortgages locked nationwide. Uplist's purpose-built monitoring engine covers more than $250 billion in active loans and can identify as much as $10 billion in refinance opportunities in a single month. Together, they create a consistent, scalable recapture workflow in which opportunities arrive already priced, qualified and ready to act on.

For a full list of 2026 Connections Award winners, visit https://mymortgagemindset.com/.

About Optimal Blue

Optimal Blue powers profitability across the mortgage capital markets ecosystem. As the industry’s only end-to-end capital markets platform, our technology, data and integrations bridge the primary and secondary markets to help lenders of all sizes maximize performance – from pricing accuracy to margin protection and every step in between. Backed by over 20 years of proven expertise, our modern, cloud-native technology delivers the real-time automation, actionable data and seamless connectivity lenders need to navigate market volatility and scale for growth. To learn more about how Optimal Blue delivers measurable ROI, visit OptimalBlue.com.

Media Contact:
Alexandra Kreuter
Alexandra.Kreuter@OptimalBlue.com
732-861-5012