
Optimal Blue
The modern, proven engine behind mortgage lending profitability.
- 01 Used to price/lock 35% of mortgages completed nationwide
- 02 Facilitates ~40% of loans hedged and sold in the secondary market
- 03 Offers over 70 certified integration partners that can be immediately enabled
- 04 Supports ~65% of servicing rights valued and hedged in the marketplace
- 05 Develops AI-powered and automation solutions to solve lenders’ real-world challenges
- 06 Delivers unmatched data visibility by leveraging real-time, direct-source pipeline and execution data
Optimal Blue is more than a technology partner – we’re the engine that powers your profitability.
Our mission is to help lenders maximize profitability on every loan transaction. As the industry’s only end-to-end capital markets platform, we deliver technology that supports confident, informed decisions across the capital markets process, from origination to post-close and everything in between. The Optimal Blue® PPE delivers accurate pricing with speed and consistency, while CompassEdge® supports secondary market execution through hedging and trading tools that manage risk and protect margins.
Our data solutions offer unmatched visibility into both origination and secondary market activity, powered by direct-source data from in-process loans and executions, not self-reported surveys. This gives lenders a uniquely accurate, real-time view of how pricing and strategy decisions impact borrower outcomes. We also offer MSR valuations to help lenders assess portfolio value and provide counterparty oversight tools that simplify compliance and reduce risk.
Together, these solutions empower lenders to operate efficiently and help more American borrowers achieve the dream of homeownership.
What sets Optimal Blue apart is the strength of our connected ecosystem. We take an API-first approach to innovation, which means our platform integrates seamlessly into existing tech stacks, no waiting on custom builds or one-off connections. With more than 70 certified integration partners across the mortgage ecosystem, we already work with the systems our clients rely on every day.
Our solutions are built for unmatched accuracy, delivering real-time insights and execution confidence. We also develop generative AI and automation tools that help executives and capital markets leaders make smart, data-backed decisions, delivering real-time insights and ROI.
And because we innovate in close partnership with our clients, every enhancement we make is grounded in real-world needs and tested in real lending environments. This collaborative, connected approach allows us to move fast, integrate seamlessly, and deliver lasting value.
Learn more at www.OptimalBlue.com
Connect with us: LinkedIn | YouTube | Optimal Insights | Market Advantage
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