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Access our robust library of educational resources to discover how leading companies leverage Optimal Blue to solve industry related challenges.
Whether you are looking to improve operational efficiencies, deploy the latest innovations in technology, or grow your bottom line, Optimal Blue offers a wide range of educational white papers, informative case studies, and webinars to help you achieve organizational goals.
Examines the current state of the market, common hedging problems, and recommendations for successful hedging in any environment
DownloadBringing visibility and timeliness to MSR Valuations, front-end pricing, and risk management
DownloadChoose a PPE with six key factors to boost efficiency and maximize profitability
DownloadUsing derivatives, such as Eris SOFR Swap Futures, to safeguard your non-agency loans from interest rate volatility
DownloadReview your secondary marketing strategies and behaviors to ensure you are profitable.
DownloadHow CompassEdge is maximizing margins for Premium Mortgage
DownloadHow Alliant Credit Union’s seamless transition to the Optimal Blue® PPE increased production, helped recruit top loan officers, and boosted operational efficiencies
DownloadHow Royal United improved workflows, financial transparency, and the borrower experience
DownloadTransforming processes to create an efficient and accurate experience for the LO and consumer
DownloadHarnessing Enterprise Analytics to effectively analyze market position and improve reporting accuracy
DownloadHow Nations Direct leveraged prospect marketing to expand reach and gain a competitive edge
DownloadHow SEFCU leveraged real-time integrations to enhance functional depth and workflow automation
DownloadEstablishing a scalable platform to support significant growth and gain efficiencies through automation
DownloadOperational enhancements enable UFCU to better serve members and significantly improve margins
DownloadUCCU’s conversion to a centralized hedging model results in 26 bps spread over best efforts delivery
DownloadLeaders from Optimal Blue share new innovations that are transforming how secondary teams operate and leverage AI in their day-to-day responsibilities.
DownloadGain a thorough understanding of the theory behind hedging and hedging practices.
DownloadJoin experts from Optimal Blue, the industry’s only end-to-end capital markets platform, as they explain how each phase of the loan manufacturing process can significantly impact your loan’s profitability.
DownloadCongratulations on passing Hedging 101 and 201. Now it’s time to kick it up another gear! Join us for the next session in our hedging series as we take a deeper dive into more advanced capital market strategies and how they naturally interplay with technological advances.
DownloadJoin capital markets experts from Optimal Blue to learn more about the opportunities gained from selling mandatory loans and working with a reputable hedge advisor.
DownloadJoin us for our new product webinar where we will introduce our newest data solution, Competitive Data License. This product is available to Optimal Blue PPE users and offers access to granular pricing metrics, real-time comparative data, and more.
DownloadLearn how Optimal Blue’s proven hedge advisory and analytics, innovative modeling, and customized service levels can support your organization’s future success.
DownloadJoin industry experts from Optimal Blue to discover the many different assumptions that factor into MSR valuations, as well as to explore different valuation methods that are available in today’s fluid MSR valuation marketplace.
DownloadCredit unions understand that members seek and deserve competitively priced mortgage options. Establishing a competitive rate sheet, managing interest rate risk, and properly valuing the mortgage servicing asset are a few of the key drivers of success for credit unions looking to grow their mortgage origination and servicing businesses.
DownloadPractical lessons for creating a positive experience for your members and your team.
DownloadWhether you’re considering retaining servicing, or you already have an existing MSR portfolio, you won’t want to miss this highly informative and timely webinar. Industry experts from Optimal Blue will focus on the impact of interest rates on the valuation of servicing and how to measure the sensitivity of servicing to moves in interest rates.
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