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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
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.

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Interactive generative AI
Evaluate your Optimal Blue
data with ease through
advanced AI technology 

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Comprehensive data aggregation
Seamlessly interact with all
Optimal Blue data to get a
holistic view of your operations 

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Complex profitability analysis
Inquire about metrics
to maximize profitability
with a simple query 

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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 – Now Available

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

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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.
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RECENT PODCASTS

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This information is subject to change at any time and without notice.