DAILY MORTGAGE RATES  (November 25, 2020) — Powered by OBMMI™

30-Yr. Conforming

2.808% +0.001

30-Yr. Jumbo

2.973% -0.001

30-Yr. FHA

2.870% +0.007

30-Yr. VA

2.428% -0.011

30-Yr. USDA

2.768% -0.036

15-Yr. Conforming

2.392% -0.007
VIEW TRENDS

PROSPECT MARKETING

Identify and engage with the right clients at the right time.

Utilize comprehensive prospect marketing and data analysis tools to research the marketplace, understand client volume and trends, identify and develop new business opportunities, and empower your field sales staff.

PROSPECT BETTER

LOCATE EVEN MORE UNIQUE OPPORTUNITIES


Easily connect with new business opportunities in specific markets. Robust automation enables you to efficiently research, document, and track prospecting activities. Identify and track trends with market analytic tools that display:

  • Market volume and trends
  • Specific details about each prospect
  • Average rate, price, loan amount
  • FICO, LTV, and DTI by MSA
  • Year-over-year performance
IN-FIELD PROSPECTING MOBILE APP
FULLY INTEGRATED SOLUTION

MANAGE ON THE GO

IN-FIELD PROSPECTING MOBILE APP


Empower your field sales staff to immediately find prospects wherever they are located. Our interactive mobile app promotes in-field prospecting and drives sales success. Easy-to-use functionality provides valuable insights on the go into current and prospective clients in each market territory.

WORK SMARTER

FULLY INTEGRATED SOLUTION


Optimal Blue's robust prospect marketing solution is fully integrated with our counterparty oversight solution. When prospects convert into a client, you can easily and seamlessly flow them into an automated application process with increased trust and confidence.

LOCATE EVEN MORE UNIQUE OPPORTUNITIES

COMPETE & WIN MORE BUSINESS WITH PROSPECTING TOOLS

I cannot imagine how anyone in our segment of the mortgage industry does business without investor prospecting tools. Optimal Blue’s prospect marketing solution has resulted in a significant impact on how we win business today

Matthew Unglaub

WHY IS PROSPECT MARKETING IMPORTANT


Matthew UnglaubHi there, my name is Matt Unglaub and I'm an Investor Relations Manager. Our investor clients really love our prospect marketing solution! It's so easy to identify and track performance trends or overall loan volume. Many have also noted that this automation has empowered field staff to research, document, and track activities on an entirely new level, and in the end – win more business. I invite you to contact our team for more information on this powerful tool and our entire suite of investor management solutions.

LET'S TALK

ENHANCEMENTS

MAXIMIZE THE POWER OF PROSPECT MARKETING


  • INTEGRATION APIs

    With our advanced API integrations, you can easily gain access to a robust set of lender data for both prospects and current customers. Get access to your prospect marketing data and use it in any system, whether that’s automatically populating data into your LOS or pulling up accounts on your CRM.

  • POWERFUL DATA & REPORTING CAPABILITIES

    Access powerful data visualizations on-demand through an intuitive dashboard and enjoy a paperless environment with customized reports, whenever you need them.

    • Outstanding documents
    • Applications in progress
    • Upcoming renewals
  • INTERACTIVE MOBILE APP

    Place the power of our investor management solutions in the palm of your hands. Our interactive mobile app:

    • Promotes in-field prospecting and drives sales success
    • Provides insights into prospects and clients in each market territory
    • Enables access to application information and details on the go

INSIGHTS

NATIONS DIRECT MORTGAGE EXPANDS TPO CHANNELS


Nations Direct Mortgage leveraged Optimal Blue’s prospect marketing solution to gain access to mortgage originators and procure the ability to identify candidates in new and existing territories, gain organizational insight into counterparty ownership and affiliated contacts, quickly and effectively prioritize target lists that meet all sales criteria, and analyze potential mortgage originator partnerships by zip, city, state, and more.

GET THE FULL STORY

RELATED SOLUTIONS

ACCELERATE YOUR BUSINESS


Leverage Optimal Blue's comprehensive suite of investor management solutions to grow relationships, increase engagement, transact, mitigate risk, and identify new and profitable opportunities.

MARKETPLACE
ACCESS
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COUNTERPARTY
OVERSIGHT
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MORTGAGE
MARKET INDICES
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