--- title: Optimal Blue Overview --- ### [< Back to the Digital Hub](https://www2.optimalblue.com/digital-hub/) [![Optimal Blue. Modern. Proven.](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Logos/OB-LogoLockup-2025-web.png?width=240&height=84&name=OB-LogoLockup-2025-web.png)](https://www2.optimalblue.com/) ### 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. ### ![ICON-target-scope](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-target-scope.png?width=100&height=100&name=ICON-target-scope.png) Single source of reliable pricing ### ![ICON-group](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-group.png?width=100&height=100&name=ICON-group.png) Industry’s largest network of investors ### ![ICON-phone-hand](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-phone-hand.png?width=100&height=101&name=ICON-phone-hand.png) Free OB Mobile app ### ![ICON-gear-check](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-gear-check.png?width=100&height=100&name=ICON-gear-check.png) Available for both lenders and brokers --- **Hedging and Trading ** Mitigate interest rate risk in your mortgage pipeline and maximize gains with loan sale automation. ### ![ICON-umbrella](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-umbrella.png?width=100&height=101&name=ICON-umbrella.png) Supports the most effective hedge position ### ![ICON-dollar-measure](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-dollar-measure.png?width=100&height=100&name=ICON-dollar-measure.png) Risk position and production modeling ### ![ICON-peopleFunction](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-peopleFunction.png?width=100&height=101&name=ICON-peopleFunction.png) Industry’s largest network of buyers and sellers ### ![ICON-lock-check](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-lock-check.png?width=100&height=100&name=ICON-lock-check.png) Live, secure, and cloud-based environment --- **MSR Valuation ** Gain greater visibility into mortgage servicing rights (MSR) portfolios to inform profitable decision-making. ### ![ICON-roadsign](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-roadsign.png?width=100&height=101&name=ICON-roadsign.png) Strategic retain/ release decisioning ### ![ICON-report](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-report.png?width=100&height=101&name=ICON-report.png) Transparency to prevent period-end reporting surprises ### ![ICON-handshake](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-handshake.png?width=100&height=101&name=ICON-handshake.png) Integrations with top MSR brokers ### ![ICON-truck](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-truck.png?width=100&height=101&name=ICON-truck.png) Delivery options tailored to your unique needs --- **Data and Analytics** Enhance competitive strategies and inform profitable decision-making with actionable data and analytics. ### ![ICON-shockAnalysis](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-shockAnalysis.png?width=100&height=100&name=ICON-shockAnalysis.png) Increased visibility into your business ### ![ICON-competitve](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-competitve.png?width=100&height=101&name=ICON-competitve.png) More effective competitive strategies ### ![ICON-target-scope](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-target-scope.png?width=100&height=100&name=ICON-target-scope.png) Line of sight into market standing ### ![ICON-clock-dollar](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-clock-dollar.png?width=100&height=101&name=ICON-clock-dollar.png) Real-time, actual pricing on demand --- **Counterparty Oversight** Drive efficiencies and confidently support third-party oversight due diligence and monitoring demands. ### ![ICON-gear-tool](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-gear-tool.png?width=100&height=101&name=ICON-gear-tool.png) Instant access to every TPO and loan officer in NMLS Consumer Access ### ![ICON-flow-chart](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-flow-chart.png?width=100&height=100&name=ICON-flow-chart.png) Efficient counterparty application processes ### ![ICON-phone-check](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-phone-check.png?width=100&height=100&name=ICON-phone-check.png) Policy and procedure enforcement ### ![ICON-data-arrow-dollar](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-data-arrow-dollar.png?width=100&height=100&name=ICON-data-arrow-dollar.png) Electronic management of TPO documents --- **Social Media Solutions** Manage social media compliance and publishing functions on a platform designed exclusively for mortgage professionals. ### ![ICON-clipboard](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-clipboard.png?width=100&height=101&name=ICON-clipboard.png) Accounts for complex regulations governing social media compliance ### ![ICON-graph-1](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-graph-1.png?width=100&height=100&name=ICON-graph-1.png) Loan officer monitoring to mitigate risk ### ![ICON-houses](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-houses.png?width=100&height=100&name=ICON-houses.png) Pre-approved mortgage content ready to publish ### ![ICON-shockAnalysis](https://engage.optimalblue.com/hs-fs/hubfs/MKTG-Icons/ICON-shockAnalysis.png?width=100&height=100&name=ICON-shockAnalysis.png) Engagement metrics to understand consumers --- *This information is subject to change at any time and without notice.* ![Icon-NavyMagenta-connections2](https://engage.optimalblue.com/hubfs/MKTG-Icons/Icon-NavyMagenta-connections2.png) #### [**Connect With Us** ](https://www2.optimalblue.com/connect-with-us) ![Icon-NavyMagenta-paperCheck](https://engage.optimalblue.com/hubfs/MKTG-Icons/Icon-NavyMagenta-paperCheck.png) #### [**Explore More Products** ](https://www2.optimalblue.com/digital-hub)