Optimal Blue connects the primary and secondary mortgage markets with an end-to-end capital markets platform that facilitates over $1 trillion in annual loan locking and trading transactions. Serving thousands of lenders, Optimal Blue provides tools and data solutions that enhance profitability and efficiency in every loan transaction. Its platform supports critical functions such as product, pricing and eligibility (PPE), hedge analytics, mortgage servicing rights (MSR) valuation, loan trading and counterparty oversight, while continuously evolving through AI-driven innovations.
In 2024, Optimal Blue introduced four AI assistants within its CompassEdge hedging and loan trading platform. These tools automate time-intensive tasks like profitability attribution, projections and trade optimization, freeing secondary teams to focus on strategic priorities. This emphasis on actionable AI solutions demonstrates the company’s commitment to addressing real-world challenges faced by its lender clients.
The Optimal Blue PPE, utilized by 68% of the top 500 U.S. mortgage lenders, delivers real-time pricing updates and monitors eligibility changes, ensuring seamless communication and responsiveness. With its advanced capabilities, the platform supports over one-third of all mortgages nationwide, facilitates $1.1 trillion in transactions annually and handles 70% of MSR valuations across the industry.
With a 20-year legacy of innovation and over 300 product enhancements annually, Optimal Blue continues to refine its platform, empowering clients to thrive in a dynamic market.
Company Website:
Markets Served:
Loan Origination, Servicing and Secondary
Company HQ:
Plano, TX
