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COMPASSEDGE

Access Premier Hedging and Trading Tools, Data and Analytics in One,
User-friendly Platform

This first-of-its-kind hedging and trading solution merges Optimal Blue’s unmatched pipeline risk management tools and analytics with dynamic loan sale and MSR valuation functionality.

“Optimal Blue was already regarded as the industry leader in hedging and trading technology, data, and analytics. CompassEdge takes these capabilities to the next level. With a simple login, any credentialed user across an organization can access the tools they need in a modern, easy-to-use interface.”
- Mike Vough, Vice President, Hedging and Trading Products, Optimal Blue

New innovations in Optimal Blue’s CompassEdge

CompassEdge Ratesheet Tool

Connect front-end pricing with back-end pricing  

The Ratesheet Tool 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. Linking to both the Optimal Blue PPE and the CompassEdge hedging and loan trading platform, the Ratesheet Tool allows secondary users to access a back-end price and deliver a more accurate execution price to originators.

  • Offers a new way for lenders to generate ratesheets with their own proprietary pricing.
  • Ensures precision and accuracy from secondary to origination.
  • Manage risk at the point of origination though the seamless, end-to-end connection of the Optimal Blue ecosystem.
  • Incorporate any execution method for front-end pricing including best efforts, agency cash, agency MBS various servicing valuations, and even bulk bid valuations.
CompassEdge Ratesheet Tool
Confirmation Assistant

Confirm Assistant

Confirm Assistant is a feature that reduces both the time and potential for manual errors associated with reading and intaking TBA trade confirmation files. The tool uses AI analysis to read files from broker-dealers, parsing the documents into usable formats.

  • Simply drag and drop confirmation files and approve them without having to manually key in data.
  • Reduce manual, time-consuming steps and freeing up staff to focus on more complex trades.
  • Flexibility to change service levels without having to change staffing levels.
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Top 5 Benefits of Hedging and Trading With Optimal Blue

Discover how Optimal Blue's advanced hedging and trading solutions can transform your operations. From automation and real-time risk management to comprehensive analytics and industry expertise, learn how you can enhance efficiency, accuracy, and maximize profitability on every loan transaction.

The unprecedented CompassEdge hedging and trading platform combines the power and capabilities of CompassPoint, Optimal Blue Secondary Services, and Resitrader to deliver a single, comprehensive solution built for every originator – regardless of range, size, or type.

CompassEdge promotes greater transparency across organizations by making premier analytics accessible to any capital markets participant – from the lock desk to the C-suite – without requiring in-depth system training. The platform’s intuitive interface and mobile functionality also make it easy for any user to access key data and tools from any location. This includes the CompassPoint Loan-Level Cash Flow engine, CompassPoint Pool Optimizer, and Resitrader trading workflow.

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Comprehensive,
easy-to-use functionality

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Streamlined workflow allows loan sales in just six clicks

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Analytics accessible to
any credentialed user

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Key data and tools
available on homepage

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Scalable for each
originator’s unique needs

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Intuitive interface and mobile functionality

Intuitive User Interface

CompassEdge presents relevant, actionable tools via a user-friendly interface with streamlined navigation. The platform conveniently displays key data and functions on the homepage, making it immediately accessible upon login. Mobile-friendly dashboards also allow users to access financial modeling, reporting and analytics from any device.
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CompassEdge users have access to extensive peer data, as well as unrivaled data from the Optimal Blue® PPE, which is used to price and lock 42% of mortgages completed nationwide.

All Optimal Blue clients receive unparalleled support and expertise for their operations from secondary marketing and capital markets experts who hold decades of industry experience. Through enhanced visibility, CompassEdge amplifies the already-outstanding support the Optimal Blue team delivers to clients.

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