Optimal Blue

Industry-Leading Secondary Marketing Automation.

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Overview

Optimal Blue offers a comprehensive suite of solutions for the mortgage industry, focusing on product and pricing, secondary marketing, and data and analytics. Their platform is designed to help lenders of all sizes operate more efficiently, manage risk, and maximize profitability by providing real-time pricing, automated workflows, and valuable market insights.

✨ Key Features

  • Product & Pricing Engine (PPE)
  • Hedging and Loan Trading
  • Data and Analytics
  • Investor Management
  • Compliance and Risk Management

🎯 Key Differentiators

  • Largest network of originators and investors
  • End-to-end capital markets solution
  • Industry standard for data and analytics

Unique Value: Provides the most comprehensive and widely adopted platform for connecting the primary and secondary mortgage markets, driving efficiency and profitability.

🎯 Use Cases (4)

Real-time loan pricing and eligibility Automating lock desk operations Managing pipeline risk Gaining market intelligence

✅ Best For

  • Used by a significant portion of the top mortgage lenders for pricing and secondary market operations.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small brokerages with very low loan volume may find the platform too robust for their needs.

🏆 Alternatives

LenderPrice Polly Mortech

Offers a more extensive network and a broader set of integrated tools for secondary marketing automation compared to competitors.

💻 Platforms

Web API

🔌 Integrations

Encompass LendingQB Mortgage Cadence OpenClose API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing
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