Agile Trading Technologies
The Agile Software Suite: Our award-winning software enables lenders and dealers to gain much-needed efficiencies and data through technology. Through our competitive TBA RFQ (request for quote) digital platform and MBS pool bidding, mortgage lenders gain access to national and regional broker-dealers previously inaccessible on digital platforms, while broker-dealers gain access to an ever-growing network of lenders.
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All MBS market participants can now participate on an electronic platform that expedites the exchange of To-Be-Announced Mortgage-Backed Securities (TBAs). Despite the rise of electronic trading and digitization of financial services, MBS trading has largely been conducted over the phone. Phone-based trading is slow and impractical in generating numerous competitive bids. Agile has launched a new, electronic way to quote MBS through a platform that digitizes the process of buying and selling TBAs. We’re democratizing electronic trading to the broker-dealers. We’ve replaced the phone process. You can now select and request your best bid with one click. Studies have shown the industry will benefit from a migration from the phone-based process to an online program. Clients have shared this is a superior way to trade.
Agile also has MBS pool bidding functionality that enables lenders and dealers to gain much-needed efficiencies and data through technology. As securitization rates increase, an increasing number of lenders may be exploring specified pools for the first time. We launched MBS pool bidding to help bring lenders and dealers together more seamlessly, offering both user-friendly technology and a supportive client experience.
Agile wants to streamline the clunky process of spreadsheets, emails, non-standard protocols and data sets. This functionality was designed to facilitate the pool bidding process. Now, we’re helping you find the best ex for pools.
Learn more at https://trade-agile.com/
Highlights
Agile enables the user to efficiently generate more competitive bids compared to legacy phone-based processes. This powerful platform integrates smoothly with existing processes. Lenders can request trades from any device, anywhere.
Overview
Agile’s three step process for digital TBA trading communication can help lenders improve efficiency, while expanding the number of quotes they receive from their network of counterparties.
For the first time, all mortgage lenders can trade with regional and primary dealers electronically.
This functionality...
provides access to an ever-growing network of lenders and dealers
facilitates increased quote requests from approved counterparties
delivers the efficiencies of a digital trade desk. Broker-dealers also have the benefit of straight-through processing with leading trade order management systems
has under a one-minute turnaround
select the best execution on every trade
Agile’s MBS pool bidding offering includes:
Efficiency and convenience by ingesting and streamlining email workflows into the Agile platform
Best execution analysis on pool bids compiled automatically
Granular loan-level data with all the specific characteristics lenders need to get sharper pricing
Wide network of dealers returning bids at the push of a button
Streamlined Bid Process
Simplified payup/paydown via the system when broker-dealers put in their bid
Bulk send and respond to broker-dealers in one click
Details
Vendor Category
Secondary Marketing Providers (PPE, Hedging)
Pricing Model
Subscription-Based Pricing
Overview
Get More Information
Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.
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Product comparison
Agile Trading Technologies
MortgageFlex Systems, Inc.
ServiceMac
Overview
Agile Trading Technologies
Creating a better MBS market.
MortgageFlex makes servicing retention possible with efficient, cost-effective, cloud-native servicing and default systems for servicers of any size. While the industry says you must be a specific size to handle servicing retention, we are changing that.
Mortgage subservicing powered by technology and professionals you trust. ServiceMac™ is focused on providing our clients and their customers with a best-in-class mortgage experience.
Highlights
Agile enables the user to efficiently generate more competitive bids compared to legacy phone-based processes. This powerful platform integrates smoothly with existing processes. Lenders can request trades from any device, anywhere.
Overview
Agile’s three step process for digital TBA trading communication can help lenders improve efficiency, while expanding the number of quotes they receive from their network of counterparties.
For the first time, all mortgage lenders can trade with regional and primary dealers electronically.
This functionality...
provides access to an ever-growing network of lenders and dealers
facilitates increased quote requests from approved counterparties
delivers the efficiencies of a digital trade desk. Broker-dealers also have the benefit of straight-through processing with leading trade order management systems
has under a one-minute turnaround
select the best execution on every trade
Agile’s MBS pool bidding offering includes:
Efficiency and convenience by ingesting and streamlining email workflows into the Agile platform
Best execution analysis on pool bids compiled automatically
Granular loan-level data with all the specific characteristics lenders need to get sharper pricing
Wide network of dealers returning bids at the push of a button
Streamlined Bid Process
Simplified payup/paydown via the system when broker-dealers put in their bid
Bulk send and respond to broker-dealers in one click
MortgageFlex has been in the LOS space for over 35 years and has evolved our Tech Stack 4 times. When we looked at the servicing space, we saw the opposite, dominated by 5o plus year old cobbled-together solutions that are keeping smaller lenders from entering the space and maintaining the subservicers' dominance by using the exact solutions. We are out to change the paradigm with the industry's first cloud-native servicing system. We are a complete end-to-end servicing system that is an FNMA/FMCC/GNMA investor-certified solution that was released in late 2022. When we looked at the space, we saw the needs were for a system that had the following six components built with the same DNA on the same normalized SQL database that were included in the base system, not expensive add-ons. They are:
Full Servicing
Full Default workflows following the GSE waterfalls for loss mitigation, foreclosure, and bankruptcy time management across all 50 states.
Full imaging/OCR
Borrower Portal
Built-in Report tools and 100% free real-time data access.
One-line Hardship Application Process in the borrower portal
ServiceMac is revolutionizing the mortgage subservicing industry. Key benefits of our subservicing solution include:
Access to full digital self-service capabilities.
Quality assurance, data management, and oversight with Sentry360™, our proprietary state-of-the-art, mortgage servicing platform with 2,100+ regulatory and quality rules that enables ServiceMac to monitor our full loan portfolio for adherence to applicable government, agency and business requirements every day to ensure we deliver exceptional service to customers and remain compliant.
Your company’s own private labeled, full-feature website and responsive mobile platform designed for easy customer self-service, including requesting draws for HELOCs.
Capital market efficiency with ServiceMac Exchange (SMX), our proprietary platform that facilitates efficient transfer and post-closing of MSR purchases and sales.
Best-in-class customer experience in the industry.
Agile Trading Technologies
Customer reviews
Agile Trading Technologies
MortgageFlex Systems, Inc.
ServiceMac
Reviews
Jake Perkins
May 29, 2025 at 3:52:11 PM
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Jake Perkins
May 29, 2025 at 3:51:46 PM
I really enjoyed working with the Stivot team. They helped provide clear direction and executed effectively on our vision.
April 4, 2025 at 10:06:01 AM
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April 4, 2025 at 10:05:45 AM
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