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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

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.