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OPTIMAL BLUE OVERVIEW

End-to-End Secondary Marketing Capabilities

Optimal Blue sets the industry standard with innovative solutions for pricing, hedging, trading, MSR valuation, and more – all the capabilities secondary marketing professionals need to optimize their business.

Optimal Blue clients receive a unique combination of technology, actionable data, and vendor connections, coupled with unrivaled support and industry expertise. No other provider can match the breadth or quality of our offerings, which is why we are proud to be first in secondary!

Product and Pricing
Confidently execute profitable lending strategies with the industry’s most widely used product, pricing and eligibility (PPE) engine.

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Single source of
reliable pricing

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Industry’s largest network
of investors

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Free OB Mobile app

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Available for both lenders
and brokers


Hedging and Trading
Mitigate interest rate risk in your mortgage pipeline and maximize gains with loan sale automation.

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Supports the most effective hedge position

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Risk position and
production modeling

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Industry’s largest network
of buyers and sellers

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Live, secure, and
cloud-based environment


MSR Valuation
Gain greater visibility into mortgage servicing rights (MSR) portfolios to inform profitable decision-making.

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Strategic retain/
release decisioning

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Transparency to prevent
period-end reporting surprises

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Integrations with top
MSR brokers

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Delivery options tailored
to your unique needs


Data and Analytics
Enhance competitive strategies and inform profitable decision-making with actionable data and analytics.

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Increased visibility
into your business

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More effective
competitive strategies

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Line of sight into
market standing

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Real-time, actual pricing on demand


Counterparty Oversight
Drive efficiencies and confidently support third-party oversight due diligence and monitoring demands.

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Instant access to every TPO
and loan officer in NMLS Consumer Access

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Efficient counterparty
application processes

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Policy and procedure
enforcement

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Electronic management
of TPO documents


Social Media Solutions
Manage social media compliance and publishing functions on a platform designed exclusively for mortgage professionals.

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Accounts for complex regulations governing social media compliance

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Loan officer monitoring
to mitigate risk

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Pre-approved mortgage
content ready to publish

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Engagement metrics to understand consumers


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