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MSR PLATFORM℠

Gain Greater Visibility Into MSR Portfolios to Inform Profitable Decision-Making

As mortgage servicing rights occupy larger portions of balance sheets, the MSR Platform provides lenders and servicers with critical portfolio insight to inform decisioning and more.

Over 90% of servicing assets across the U.S. are valued with the MSR Platform, so users can be confident they’re using the industry standard and best valuation model available..
“There’s no one-size-fits-all approach to MSR valuations. That’s why Optimal Blue offers tiered options to support the specific MSR valuation needs of lenders and servicers of all sizes and experience levels.”
- Mike Vough, Vice President, Hedging and Trading Products, Optimal Blue

Mortgage servicing rights (MSR) occupy large portions of balance sheets across the mortgage banking industry. It’s critical to actively monitor these assets to inform strategic retain/release decisioning and to avoid surprises at period-end reporting.

The MSR Platform gives lenders and servicers deeper visibility into asset performance relative to servicing activity, market movement and projections. Available in four tiers, this suite of solutions uniquely addresses institutions’ varying needs with customized delivery options ranging from high-level, daily reporting to granular, loan-level analytics.

Users receive access to servicing broker assumptions at the portfolio level, closing gaps between origination MSR value and portfolio valuation. Through integrations with the top MSR brokers, users can enhance clarity for retain/release decisioning at the point of sale, while also reducing the risk of impairments to your financial statements.

Choose the Delivery Option for Your Business Needs and Growth Targets

  • MSR PULSE: Daily servicing portfolio valuation summary report formed with broker-managed assumptions
  • LOAN-LEVEL PIPELINE MSR: Loan-level valuations for pipeline marks and retain/release decisioning formed with lender-specific assumptions managed by an MSR broker
  • LOAN-LEVEL PORTFOLIO MSR: Loan-level portfolio valuation with servicer-specific assumptions managed by MSR brokers, including evaluation of the need to hedge the MSR portfolio
  • MSR PRO: Licensed analytics for servicers that maintain their own assumptions and prepayment models, including daily loan- and scenario-level MSR valuations, the servicer’s choice of leading prepayment models, MSR hedging, enterprise reporting, and MSR bidding for aggregators and co-issue buyers

Features and Benefits

  • Appropriate for all sizes and experience levels
  • Recognized by state and government regulators
  • Intuitive user interfaces break out key MSR assumptions
  • Hosted platform reduces IT burden
  • Process automation minimizes the need for frequent logins
  • Integration to three MSR brokers for live MSR valuations


  • Incorporation into Optimal Blue’s Pipeline Hedging and MSR Valuation Model
  • Integration to the MSP® loan servicing system for live servicing data
  • Secure data transfer of portfolio information from CompassPoint
  • Integration to AFT and ADCo prepayment and credit models
  • Support for multiple MSR valuation methods
  • P&L reconciliation, cash flow reports, and more

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