Partner Referral Center

Refer a lender.
Create more value together.

Know a lender looking to improve pricing accuracy, protect margins, strengthen capital markets execution, or modernize mortgage technology? Connect the lender with Optimal Blue.

Refer an opportunity
Referral opportunities

What can you refer?

Connect lenders with modern, proven technology, data, and expertise across the mortgage capital markets ecosystem.

Product, pricing,
and eligibility

Optimal Blue® PPE

Support accurate pricing, eligibility, and confident lending decisions.

Hedging and
trading

CompassEdge

Help manage pipeline risk, protect margins, and strengthen execution.

Broker
pricing

Loansifter

Deliver product and pricing technology for mortgage broker channels.

Investor
solutions

Investor connectivity

Expand investor relationships and support stronger loan execution.

Data and
analytics

Actionable intelligence

Turn real-time market and performance data into smarter decisions.

API and
integration

Open connectivity

Connect systems and workflows across the mortgage ecosystem.

Not sure?

Share the opportunity

Tell us what the lender needs, and we will help identify the right solution.

Identify an opportunity

Who should you refer?

Refer a lender that is:

  • Evaluating a new product, pricing, and eligibility engine
  • Seeking stronger pricing or secondary marketing technology
  • Working to improve margins or pricing efficiency
  • Considering hedging, trading, or capital markets solutions
  • Expanding wholesale or correspondent channels
  • Adding investors or working to improve execution
  • Seeking application programming interface (API), integration, data, or analytics solutions
  • Facing a need that does not clearly fit one category
A simple process

What happens next?

1

You submit

Share a few details about the lender and opportunity.

2

We review

We assess the opportunity and route it to the right team.

3

We connect

Our team contacts the lender directly.

4

You stay informed

Receive relevant updates as the opportunity progresses.

Partner resources

Explore and share Optimal Blue solutions

Learn more about Optimal Blue solutions and access resources you can share with potential referrals.

Broker pricing

Loansifter

Introduce product and pricing technology designed to support mortgage brokers and wholesale lending channels.

ExploreLoansifter overview

Not sure where the opportunity fits?

Share what you know. Optimal Blue can help identify the right solution and next step.

Start a referral