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Products

Product & Pricing for Mortgage LendersEnterprise PPE for pricing, locking, & margin management
Product & Pricing for Mortgage BrokersTurnkey PPE for pricing & borrower engagement with Loansifter
Hedging & TradingMitigate pipeline risk and simplify loan sales
CaptureIncrease production and recapture business
Compliance & Counterparty OversightAutomate oversight to protect and monitor lenders with Comergence
MSR ValuationGain visibility into MSR portfolios

Platform

AI & AutomationTransform lending with intelligent automation
Market Data & Business IntelligenceReal-time insights on mortgage pricing and demand
Integrations & APIsConnect systems with flexibility and accuracy
Latest InnovationsExplore our latest purpose-built, modern tech solutions

Partner

Partner NetworkAccess the largest secondary marketing network, turnkey connections with leading technology vendors

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Recapture Refinance Opportunities

Recapture Refinance Opportunities

Unlock new value from existing borrowers

Analyze Market Trends

Analyze Market Trends

View the most comprehensive and accurate daily rate indices

By Institution Type

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Price Loans Accurately

Price Loans Accurately

Deliver competitive pricing with real-time data and modern tech

Power Profitability with Data

Power Profitability with Data

Make data-powered decisions with source-level production and market insights

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Indices

Mortgage Market Indices (OBMMI)
30-Year Fixed Rate Conforming Index

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Stay Informed With Weekly Insights

Stay Informed With Weekly Insights

Listen to expert takes on mortgage trends and strategy

Receive Actionable Market Intelligence

Receive Actionable Market Intelligence

Subscribe for complimentary monthly mortgage data and insights

About
Leadership Team
Press Room
Careers

Products

Product & Pricing for Mortgage LendersEnterprise PPE for pricing, locking, & margin management
Product & Pricing for Mortgage BrokersTurnkey PPE for pricing & borrower engagement with Loansifter
Hedging & TradingMitigate pipeline risk and simplify loan sales
CaptureIncrease production and recapture business
Compliance & Counterparty OversightAutomate oversight to protect and monitor lenders with Comergence
MSR ValuationGain visibility into MSR portfolios

Platform

AI & AutomationTransform lending with intelligent automation
Market Data & Business IntelligenceReal-time insights on mortgage pricing and demand
Integrations & APIsConnect systems with flexibility and accuracy
Latest InnovationsExplore our latest purpose-built, modern tech solutions

Partner

Partner NetworkAccess the largest secondary marketing network, turnkey connections with leading technology vendors

By Institution Type

IMB
Bank
Credit Union
Broker

By Role

Originator
Executive
Investor
Partner
Capital Markets
Broker
Operational Admin
Developer
Servicer

Learn

Blog
Webinars
Research & Reports
Optimal Insights
Market Advantage

Connect

Optimal Blue Summit
Industry Events
Connect With Us

Indices

Mortgage Market Indices (OBMMI)
30-Year Fixed Rate Conforming Index
About
Leadership Team
Press Room
Careers
  • Blog
  • Webinars
  • Research & Reports
  • Optimal Insights
  • Market Advantage
  • 30 yr. Fixed Rate Conforming Index
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  • About
  • Leadership Team
  • Press Room
  • Careers

Products

  • Product & Pricing for Mortgage Lenders
  • Product & Pricing for Mortgage Brokers
  • Hedging & Trading
  • Market Data & Business Intelligence
  • Compliance & Counterparty Oversight
  • MSR Valuation

Platform

  • AI & Automation
  • Partner Network
  • Integrations & APIs
  • Latest Innovations
  • End-to-End Data

Type

  • Bank
  • Credit Union
  • IMB
  • Servicer
  • Originator
  • Executive
  • Investor
  • Partner
  • Capital Markets
  • Broker
  • Operational Admin
  • Developer

I want to...

  • Price Loans Accurately
  • Manage Risk & Margin
  • Analyze Market Trends
  • Trade Loans Efficiently
  • Stay Compliant
  • Leverage AI & Automation
  • Power Profitability With Data
  • Recapture Refinance Opportunities
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Corporate Headquarters
5340 Legacy Drive
Building 2, Suite 250
Plano, TX 75024
2 Wisconsin Circle, Suite 1180
Chevy Chase, MD 20815
600 17th Street, 16th Floor
Denver, CO 80202
12075 N. Corporate Parkway, Suite 130
Mequon, WI 53092
650 California Street, Suite 2025
San Francisco, CA 94108

COMPANY

PRESS RELEASES


Discover the latest announcements from Optimal Blue. 

Read about new innovations designed to help lenders maximize profitability, Optimal Blue’s industry recognition, and more.

PressRelease FeaturedImage 2025 1
Optimal Blue to Host Its 2026 Summit February 23–25 in Scottsdale

August 18, 2025

Dec

8

Optimal Blue names Lanny Rogers chief financial officer and Jeremy Moreno chief revenue officer

Nov

11

Optimal Blue report: October lock volume holds second-highest level in three years

Nov

3

Optimal Blue VP of Product Management Tiffany McGarry Named 2025 HousingWire Tech Trendsetter

Oct

21

Optimal Blue CTO Seever Sulaiman Named MBA Tech All-Star for Transformative Mortgage Technology Leadership

Oct

16

Optimal Blue continues to debut new innovations across complete capital markets platform ahead of MBA Annual Convention and Expo

Oct

15

Optimal Blue Wins 2025 AI Pioneer Award for Transformative Capital Markets Innovation

Oct

14

Optimal Blue report: Rate rally drives 28% surge in September lock volumes

Sep

10

Refinances surge nearly 70% as purchase activity falls 10% in August

Sep

2

Optimal Blue’s Erin Wester named a 2025 HousingWire Vanguard

Aug

18

Optimal Blue to Host Its 2026 Summit February 23–25 in Scottsdale

Aug

12

Refinances tick up and non-QM hits record high as purchase activity falls nearly 5% in July

Aug

11

Optimal Blue’s New Brand Reflects Its Modern Technology and Proven Expertise and Leadership

Aug

1

Optimal Blue Director of Development Kobie Burrell Receives HousingWire’s Insiders Award

Jul

30

Optimal Blue Fully Automates Best Efforts Locking Directly With Investors

Jul

8

Refis, Product Shifts and Strong Agency Participation Define June Market Advantage Report

Jul

1

Optimal Blue CMO Sara Holtz Named 2025 HousingWire Woman of Influence

Jun

24

Two Optimal Blue Executives Named to Inman’s 2025 Best of Finance List

Jun

10

Optimal Blue Releases May Data Findings, Announces Expansion of Monthly Report for More Comprehensive Lender Profitability Insights

Jun

9

Optimal Blue Launches New Lead Generation Tool for Originators

Jun

2

Optimal Blue Director of Communications Olivia DeLancey Named 2025 HousingWire Marketing Leader

May

19

Optimal Blue’s Solution Center Expands Comergence Into a Platform-as-a-Service Marketplace, Further Streamlining Connectivity and Enhancing Performance in the Mortgage Ecosystem

May

19

Optimal Blue Amplifies Pricing Accuracy and Originator Efficiency Through No-Cost, General Availability of Two PPE Product Enhancements

May

19

Optimal Blue Releases Executive-Level AI Insights Tool, Ask Obi, to Clients

May

1

Optimal Blue Brings AI-Powered Originator Assistant to Market, Helping Originators Present Best Possible Loan Options to Borrowers

Apr

1

Optimal Blue’s Shawn Chandwani Named to HousingWire’s 2025 Rising Star List

Mar

27

Optimal Blue Establishes Alliance With Cotality to Expand the Reach of Its Mortgage Origination and Pricing Data

Feb

5

Optimal Blue Named a HousingWire Tech100 Mortgage Award Winner for the Second Year Running

Feb

4

Optimal Blue Introduces Seven Major Innovations at Its Inaugural User Summit in San Diego

Feb

4

Optimal Blue Announces Ask Obi, an AI Assistant to Provide Mortgage Lending Executives With Real-Time Business Insights

Dec

5

Optimal Blue Announces Tony Hawk, Housing Industry Leaders to Headline Inaugural User Conference

Nov

19

CME Group to Launch Mortgage Rate Futures in January 2025

Nov

11

Optimal Blue Promotes Industry Experts to New Executive Roles to Accelerate Innovation and Prioritize Partnerships

Nov

7

Optimal Blue Vice President of Hedging and Trading Client Services Jim Glennon Receives Lending Luminary Award from PROGRESS in Lending

Nov

1

Optimal Blue Senior Director of Software Engineering James Severance Receives HousingWire’s Tech Trendsetters Award

Oct

28

Optimal Blue Announces Three Major Product Releases, Continuing Streak of Aggressive Product Innovation and No-Cost Feature Additions

Oct

28

Optimal Blue Expands AI Suite with Position Assistant and Enhanced Profitability Assistant on CompassEdge Platform

Oct

28

Optimal Blue Unveils Scenario Optimizer, Enhancing Its PPE Engine with Advanced Loan Comparison Capabilities

Oct

28

Optimal Blue’s Investor Pricing Insight to Now Be a No-Cost Solution, Adds Competitive Benchmarking Feature for Non-QM Investors

Oct

1

Optimal Blue Expands Expertise, Market Leadership With Launch of Two In-House Podcasts

Sep

16

Optimal Blue Rolls Out Innovations in New UI, Gen AI, Originator Capabilities and New No-Cost Solutions

Sep

9

Optimal Blue to Host Inaugural Industry Summit February 3-5, 2025

Sep

3

Joe Tyrrell, CEO of Optimal Blue, Makes HousingWire’s Vanguards List for the Third Time

Aug

1

Optimal Blue Director of Engineering Anu Angarai Receives HousingWire’s Insiders Award

Jul

23

Optimal Blue Launches New Generative AI Assistant Capabilities

Jul

10

Optimal Blue’s Vice President of Client Success DeAn Dawson Receives Mortgage Star Award From Mortgage Women Magazine

Jul

1

Optimal Blue Vice President of Product Management Erin Wester Recognized with HousingWire’s 2024 Women of Influence Award

Jun

25

Optimal Blue Launches Competitive Data License to Help Lenders Optimize Margins With Competitive Loan Pricing Data

Jun

10

Optimal Blue Names Joe Tyrrell Chief Executive Officer

Jun

3

Optimal Blue Chief Marketing Officer Sara Holtz Named a 2024 HousingWire Marketing Leader

May

16

Optimal Blue Announces ‘Optimize Your Advantage’ to Showcase How Its Capital Markets Platform Puts Lenders in Control of Their Margins

Apr

24

Optimal Blue Director of Data Solutions Brennan O’Connell Named a 2024 HousingWire Rising Star

Apr

9

Optimal Blue Announces Promotion of Rick Allen to Chief Operating Officer

Mar

15

Mortgage Industry Veteran Sara Holtz Joins Optimal Blue as Chief Marketing Officer

Mar

1

Optimal Blue’s Mike Schommer Honored as a 2024 HousingWire Finance Leader

Feb

2

Optimal Blue Clinches 2024 HousingWire Tech100 Mortgage Award

Jan

16

Optimal Blue® PPE Now Available in Native Mobile App for Android and iOS, Gives Loan Officers ‘Pricing in Their Pocket’ With Full Product and Search Capabilities

Oct

17

Icanbuy Implements the Optimal Blue Lead-Quoting API to Seamlessly Connect Homebuyers With Lenders’ Products and Pricing

Oct

16

Optimal Blue Appoints Two Senior Leaders From Within: Seever Sulaiman as Chief Technology Officer and Jeremy Moreno as Vice President of Sales

Sep

15

Optimal Blue Acquired by Constellation Software’s Perseus Group

PODCAST APPEARANCES

In addition to Optimal Insights and Market Advantage, Optimal Blue experts are featured across the industry on a variety of reputable podcasts, such as, HousingWire Daily, HousingWire Power House, FinTech Hunting, Chrisman Commentary, and more.

Lending Leaders

How to Deliver At Scale

March 17, 2025

FinTech Hunting

Innovations in Mortgage Tech: Insights from Optimal Blue’s Head of Strategy

January 8, 2025

Chrisman Commentary – Daily Mortgage News

Trigger Lead Update; Optimal Blue’s Jim Glennon on Market Chatter; Central Bank Calculus

December 9, 2024

FinTech Hunting

Optimal Blue’s Erin Wester on AI in Mortgage Tech: Boosting Profits and Efficiency

December 4, 2024

HousingWire Daily

Optimal Blue’s Brennan O’Connell on the significance of rate lock data

November 1, 2024

HousingWire Daily

Erin Wester on pricing engines as a single source of truth

October 22, 2024

HousingWire Daily

Optimal Blue’s Jim Glennon Talks Mortgage Trading

October 8, 2024

Fintech Hunting

Optimal Blue’s Mike Vough on why hedging is important to lenders

September 24, 2024

Fintech Hunting

Transforming Mortgage Lending with Data: Insights from Optimal Blue’s Brennan O’Connell

September 11, 2024

HousingWire Daily

Optimal Blue’s Erin Wester On Mortgage Market Interconnectivity and Pricing

September 10, 2024

HousingWire Power House

Joe Tyrrell: Leadership and market innovation and Optimal Blue

August 1, 2024

Chrisman Commentary – Daily Mortgage News

Dove or Hawk; Optimal Blue’s Joe Tyrrell on Industry Tech and Leadership; Job Cuts

August 1, 2024

Fintech Hunting

The Future of Mortgage Profitability: AI, Hedging, and Pricing Strategies

July 31, 2024