THOUGHT LEADERSHIP – Optimal Blue

30-Yr. Conforming

15-Yr. Conforming

30-Yr. Conforming

15-Yr. Conforming

DAILY MORTGAGE RATES April 18, 2025
Powered by OBMMI™

COMPANY

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.

THOUGHT LEADERSHIP

6 Essential Considerations When Choosing a PPE

Choose a PPE with six key factors to boost efficiency and maximize profitability
Pricing and Hedging Non-Agency Loans With Eris SOFR Swap Futures

Using derivatives, such as Eris SOFR Swap Futures, to safeguard your non-agency loans from interest rate volatility
10 Best Practices for Hedging and Trading With Optimal Blue

Review your secondary marketing strategies and behaviors to ensure you are profitable.
Refining Margin Management to Improve Loan Profitability and Reduce Risk

Recognizing industry best practices for margin management and its alignment to pricing, hedging, and loan sale strategies.
Developing a Social Media Compliance Policy

Why financial institutions need to have a proactive policy in place
Eight Reasons to Automate Secondary Marketing

Why lenders must automate to grow in today’s competitive environment
Assigning Social Media Management Staff

How to put the right people in place for better compliance management
OBMMI Rate Index Research Paper

Insight into the Optimal Blue Mortgage Market Indices (OBMMI)
How To Select & Manage Third-Party Providers

Why compliance should be at the forefront of marketing relationships
Hedging Mortgage Pipeline Fallout Risk

An innovative new metric to reduce overall exposure to interest rate risk
Training LOs to Follow Social Media Compliance Policies

Implement policies and ensure employees are always compliant
Enterprise Secondary Marketing Solutions

Automating content to commitment and everything in between
Monitoring Employees’ Social Media Activity

Maintain compliance and reputation while promoting use of social media
Connecting the Digital Loan Marketplace

Why successful originators are embracing advanced API technology
Compliance Audits & Reviews of Employee Social Activity

How to minimize risk and compliance violations with social media audits
Annual Renewals: TPO Best Practices & Checklist

How to maximize TPO relationships and minimize oversight risk
PHH Mortgage Corporation’s Swift Implementation with Optimal Blue

How PHH Mortgage Corporation Leveraged Optimal Blue’s Advanced Technology to Enhance Hedging and Trading Efficiency in Under 60 Days
A Capital Markets Platform That Pays for Itself

How CompassEdge is maximizing margins for Premium Mortgage
Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation

How Alliant Credit Union’s seamless transition to the Optimal Blue® PPE increased production, helped recruit top loan officers, and boosted operational efficiencies
Royal United Enhances Experience & Increases Profitability

How Royal United improved workflows, financial transparency, and the borrower experience
GTE Positions for Future Growth & Scalability

Transforming processes to create an efficient and accurate experience for the LO and consumer
MortgageRight Improves Reporting & Processes

Harnessing Enterprise Analytics to effectively analyze market position and improve reporting accuracy
Nations Direct Expands TPO Business Channels

How Nations Direct leveraged prospect marketing to expand reach and gain a competitive edge
SEFCU Mortgage Services Drives Growth & Productivity

How SEFCU leveraged real-time integrations to enhance functional depth and workflow automation
TruHome Solutions Transforms Offering

Establishing a scalable platform to support significant growth and gain efficiencies through automation
University FCU Enhances Member Service

Operational enhancements enable UFCU to better serve members and significantly improve margins
Utah Community Boosts Competitive Position

UCCU’s conversion to a centralized hedging model results in 26 bps spread over best efforts delivery
Maximizing Profitability and Efficiency With the Optimal Blue® PPE: Strategies for Success

Elevate operational efficiency, harness the power of automation, and drive significant revenue growth with your product, pricing, and eligibility engine (PPE).
Hedging 101: The Benefits of Mandatory Delivery

Gain a thorough understanding of the theory behind hedging and hedging practices.
ACUMA Inside Track: Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step

Join 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.
Hedging 301: Advanced Topics in Hedging and Trading Technology

Congratulations 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.
ACUMA Inside Track: Agency Mandatory Commitments: How They Improve Operational Efficiencies and Boost Profitability

Join capital markets experts from Optimal Blue to learn more about the opportunities gained from selling mandatory loans and working with a reputable hedge advisor.
Optimize Your Advantage With Optimal Blue’s Data Solutions

Join 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.
Hedging 201: The Components of Pipeline Valuation

Learn how Optimal Blue’s proven hedge advisory and analytics, innovative modeling, and customized service levels can support your organization’s future success.
MSR 101: How to Value the MSR Asset

Join 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.
ACUMA Inside Track:
Pipeline Perils

Credit 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.