--- title: "Digital Hub: AI at Optimal Blue" --- ### [< Back to the Digital Hub](https://www2.optimalblue.com/digital-hub/) [![Optimal Blue. Modern. Proven.](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Logos/OB-LogoLockup-2025-web.png?width=240&height=84&name=OB-LogoLockup-2025-web.png)](https://www2.optimalblue.com/) ### AI AT OPTIMAL BLUE # AI at Optimal Blue Optimal Blue takes an intentional approach to developing and delivering AI, based on real capital markets challenges. ![Ask Obi_Optimal Blue Intelligence](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Logos/Ask%20Obi_Optimal%20Blue%20Intelligence.png?width=325&height=134&name=Ask%20Obi_Optimal%20Blue%20Intelligence.png "Ask Obi_Optimal Blue Intelligence") Ask Obi is Optimal Blue’s new standalone AI assistant that gives executives instant, interactive access to granular data insights and trends to improve business decisions. Ask Obi gives lenders the power to view their operations holistically with data aggregation across Optimal Blue’s comprehensive capital markets platform, reaching from loan origination data through hedging and trading. ### ![ICON-NavyMagenta-AI-SM](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-NavyMagenta-AI-SM.png?width=100&height=100&name=ICON-NavyMagenta-AI-SM.png) Interactive generative AI Evaluate your Optimal Blue data with ease through advanced AI technology  ### ![ICON-NavyMagenta-hierachy](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-NavyMagenta-hierachy.png?width=100&height=100&name=ICON-NavyMagenta-hierachy.png) Comprehensive data aggregation Seamlessly interact with all Optimal Blue data to get a holistic view of your operations  ### ![ICON-NavyMagenta-chart](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-NavyMagenta-chart.png?width=100&height=100&name=ICON-NavyMagenta-chart.png) Complex profitability analysis Inquire about metrics to maximize profitability with a simple query  # RESOURCES - [Optimal Blue Announces Ask Obi, an AI Assistant to Provide Mortgage Lending Executives With Real-Time Business Insights | Optimal Blue](https://www2.optimalblue.com/optimal-blue-announces-ask-obi-an-ai-assistant-to-provide-mortgage-lending-executives-with-real-time-business-insights) - [Optimal Blue Releases Executive-Level AI Insights Tool, Ask Obi, to Clients](https://www2.optimalblue.com/optimal-blue-releases-executive-level-ai-insights-tool-ask-obi-to-clients) - [Chief Product Officer Erin Wester shares details and a demo of Ask Obi at the Optimal Blue Summit](https://www.youtube.com/watch?v=g4Sg3AJym7U&list=PLF3QUipR0-MJdvXVbkwS-N_yK_fCBbUtR&index=5) [ Learn More About Ask Obi ](https://www2.optimalblue.com/ask-obi) ## AI in the Optimal Blue® PPE At Optimal Blue, we’re not just delivering software; we’re delivering solutions that empower lenders to make smarter decisions, operate with more efficiency, and stay ahead of the curve. Learn how Optimal Blue is leveraging AI in the Optimal Blue PPE. # Originator Assistant *AI-powered recommendation engine * Originator Assistant leverages the power of AI to give loan officers recommendations and insights to help identify alternate loan scenarios to offer more options for borrowers. - AI tools look at pricing elements behind the scenes, saving loan officers time and training on what items can and cannot be adjusted. - Automatically identify key breakpoints to maximize borrower options. - Fetch pricing in a “what if” context across multiple loan scenarios without locking. - Originator Assistant runs automatically – no integration or set up time. ![Originator Assistant](https://engage.optimalblue.com/hubfs/MKTG-Graphics/PPE_Orig-Assistant-2025-2.png "Originator Assistant") # RESOURCES - [Optimal Blue Brings AI-Powered Originator Assistant to Market, Helping Originators Present Best Possible Loan Options to Borrowers | Optimal Blue](https://www2.optimalblue.com/optimal-blue-brings-ai-powered-originator-assistant-to-market-helping-originators-present-best-possible-loan-options-to-borrowers) - [Optimal Blue Introduces Seven Major Innovations at Its Inaugural User Summit in San Diego | Optimal Blue](https://www2.optimalblue.com/optimal-blue-introduces-seven-major-innovations-at-its-inaugural-user-summit-in-san-diego) - [Director of Product Management Kevin Foley shares details and a demo of Originator Assistant at the Optimal Blue Summit](https://www.youtube.com/watch?v=MnNI61SFD00&list=PLF3QUipR0-MJdvXVbkwS-N_yK_fCBbUtR&index=5) ## AI in CompassEdge Learn about the innovative AI assistants available in CompassEdge, Optimal Blue’s hedging & loan trading platform. # CompassEdge # Features - **Confirm Assistant** - A feature in the CompassEdge that uses AI document analysis to process TBA trade confirmation files quickly. - **Profitability Assistant** – AI-driven profitability insights for CFOs and executives. - **Position Assistant** – Automates the consumption of Optimal Blue’s extensive data sets and completes complex calculations to deliver extremely granular projections for position management. - **Projection Assistant** – Uses AI to predict the real-time impact of various factors on the risk profile of a hedged mortgage pipeline, including originations, fallout, loan sales, and more. - **Trade Assistant** – Uses AI to reduce the guesswork that goes into the selection of a hedge, a process that would otherwise require an experienced capital markets professional. ![CompassEdge-Ratesheet-Tool_2025](https://engage.optimalblue.com/hubfs/MKTG-Graphics/CompassEdge-Ratesheet-Tool_2025.png "CompassEdge-Ratesheet-Tool_2025") # RESOURCES - [**Optimal Blue Announces Three Major Product Releases, Continuing Streak of Aggressive Product Innovation and No-Cost Feature Additions | Optimal Blue**](https://www2.optimalblue.com/optimal-blue-announces-three-major-product-releases-continuing-streak-of-aggressive-product-innovation-and-no-cost-feature-additions) - [**Optimal Blue Launches New Generative AI Assistant Capabilities | Optimal Blue**](https://www2.optimalblue.com/optimal-blue-launches-new-generative-ai-assistant-capabilities) - [**Premium Mortgage Case Study**](https://engage.optimalblue.com/hubfs/MKTG-Collateral/2025/Case-Study-Premium-Mortgage.pdf) - [**Maximizing Lender Profitability Through Value-Driven Innovation**](https://www.linkedin.com/pulse/maximizing-lender-profitability-through-value-driven-innovation-ssmqe) **Fill out the form to speak with an Optimal Blue expert about AI. ** *This information is subject to change at any time and without notice.* ![Icon-NavyMagenta-connections2](https://engage.optimalblue.com/hubfs/MKTG-Icons/Icon-NavyMagenta-connections2.png) #### [**Connect With Us** ](https://www2.optimalblue.com/connect-with-us) ![Icon-NavyMagenta-paperCheck](https://engage.optimalblue.com/hubfs/MKTG-Icons/Icon-NavyMagenta-paperCheck.png) #### [**Explore More Products** ](https://www2.optimalblue.com/digital-hub)