Thought Leadership

Actionable Insights. Proven Strategies. Real Results

At Optimal Blue, we don’t just follow the market, we help shape it. Our research and reports deliver data-driven insights and strategic guidance to help lenders optimize performance, manage risk, and stay competitive.

From digital transformation to AI-powered pricing strategies, our resources fuel smarter decisions and fuel growth across the secondary marketing life cycle.

White Papers

whitepaper durations to successfully hedging 1000

Durations To Successfully Hedging Mortgage Pipelines

whitepaper msr broker integration 1000

MSR Broker Integration

whitepaper essential considerations ppe 1000

6 Essential Considerations When Choosing a PPE

white paper pricing hedging non agency loans 1000

Pricing and Hedging Non-Agency Loans With Eris SOFR Swap Futures

whitepaper best practices hedging trading 1000

10 Best Practices for Hedging and Trading With Optimal Blue

Case Studies

TN case study beeline

Beeline Loans nearly doubles margins in just eight months with Optimal Blue

case study premium mortgage 1000

A Capital Markets Platform That Pays for Itself

case study phh 1000

PHH Mortgage Corporation's Swift Implementation with Optimal Blue

case study alliant 1000

Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation

case study royal united 1000

Royal United Enhances Experience & Increases Profitability

case study gte 1000

GTE Positions for Future Growth & Scalability

case study mortgageright 1000

MortgageRight Improves Reporting & Processes

case study nations direct 1000

Nations Direct Expands TPO Business Channels

case study SEFCU 1000

SEFCU Mortgage Services Drives Growth & Productivity

case study truhome 1000

TruHome Solutions Transforms Offering

case study unversity federal 1000

University FCU Enhances Member Service

case study UCCU 1000

Utah Community Boosts Competitive Position