New Innovations from Optimal Blue, No Additional Cost
At the 2025 inaugural Optimal Blue Summit in San Diego, seven new major innovations were announced. Developed directly from client feedback, these products were designed to solve real-world lending challenges.
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An interactive AI assistant designed to provide mortgage lending executives with instant, actionable insights from their Optimal Blue products and data.
Originator Assistant
An AI-powered tool in the Optimal Blue PPE that identifies alternate loan scenarios that can produce more competitive pricing, helping loan officers have more strategic discussions with borrowers to win more business.
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Rules Optimizer
A feature in the Optimal Blue PPE that allows lenders to streamline the rule creation process by creating a single rule and applying it to multiple investor relationships.
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CompassEdge Ratesheet Tool
A feature that connects front-end pricing (i.e., origination) with back-end pricing (i.e., secondary) to allow lenders to generate ratesheet pricing with a known margin, accurately.
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Confirm Assistant
A feature in the CompassEdge hedging and loan trading platform that uses AI document analysis to process TBA trade confirmation files quickly.
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Solution Center
A partner marketplace within Optimal Blue’s Comergence platform that expands revenue opportunities for mortgage lenders and investors and third-party partners and vendors.
Mortgage Rate Futures
First announced in November 2024, Optimal Blue has partnered with CME Group, the world’s leading derivatives marketplace, to provide the Optimal Blue Mortgage Market Index (OBMMI) as the foundation for CME Group’s new Mortgage Rate futures.
Explore our product information sheets
Optimal Blue PPE
Optimal Blue PPE
Optimal Blue PPE BestX MI
Encompass Partner Connect
Hedging and Trading
MSR Valuation
Data and Analytics
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Data and Analytics Solutions
Capture Lead Analytics Platform