---
title: Optimal Blue Data Solutions Overview for Investors
---

### [< Back to the Digital Hub](https://www2.optimalblue.com/digital-hub/)

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### DATA SOLUTIONS

# Data Solutions Overview for Investors

|   |   | **Option 1** ORIGINATOR PRICING INSIGHT (OPI) | **Option 2** COMPETITIVE ANALYTICS (CA) + OPI | **Option 3** COMPETITIVE DATA LICENSE (CDL) + OPI + CA |
| --- | --- | --- | --- | --- |
| **Data Type** | **Rate Sheet Data** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **Rate Lock Data** |   | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) |
| **Data Delivery Format** | **Pre-Built User Interface** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **Spreadsheet Delivery/Export** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
|   | **Loan Level ***(for Custom Reporting)* |   |   | ![ICON-check-navy](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-navy.png?width=30&height=30&name=ICON-check-navy.png) |
| **Delivery Frequency** | **Real Time** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **Daily Delivery** |   | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) |
| **Rate/Price Benchmarking** ***Using Rate Sheet*** | **Offered Rate and Price** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **Business Channel/Branch** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
|   | **Institution Type** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **Geography (MSA)** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **Loan Product/Purpose** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| ** ** | **LLPA Characteristics** | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) | ![ICON-check-orange](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-orange.png?width=30&height=30&name=ICON-check-orange.png) |
| **Production Benchmarking** ***Using Rate Lock Data*** | **Locked Rate and Price** |   | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) |
| ** ** | **Market Share** |   | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) |
| ** ** | **Mix by Credit Characteristics** |   | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) |
| ** ** | **Mix by Geography/Product** |   | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) | ![ICON-check-medBlue](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-medBlue.png?width=30&height=30&name=ICON-check-medBlue.png) |
| ** ** | **Loan Level Pricing Adjustments** |   |   | ![ICON-check-navy](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-navy.png?width=30&height=30&name=ICON-check-navy.png) |
| ** ** | **All Price/Eligibility Variables **(eg. FTHB, AMI %) |   |   | ![ICON-check-navy](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-navy.png?width=30&height=30&name=ICON-check-navy.png) |
| ** ** | **Non-QM/Expanded Guideline Detail** |   |   | ![ICON-check-navy](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-check-navy.png?width=30&height=30&name=ICON-check-navy.png) |

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

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