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.
|
|
|
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
Works well with
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.
Fill out the form to:
Receive product details and pricing information
Request a demo or free trial
Learn about integrations and implementation
Product comparison
Agile Trading Technologies
Wilqo
Evolve Mortgage Services
Overview
Agile Trading Technologies
Creating a better MBS market.
Your POS, LOS, AI-Driven Workflows, Business Intelligence, and more, all in one innovative platform.
Your trusted partner for onshore, outsourced mortgage operations with 25+ years of 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
- POS and LOS functionality in one platform: No bolted-on solutions requiring uploading and downloading of information; borrower is active in the same space as the rest of the organization; reduced admin.
- Embedded Business Intelligence: proactively address small issues and identify the next areas of improvement without having to leave the platform!
- Dynamic, modern UX: easy on the eyes for your borrowers and internal team members! Our workflows only show users what's needed based on their role, less noise results in faster decision making.
- Parallel Activity Workflows: Multiple people can work on different parts of the loan at the same time via activities! When work becomes available, the next resource who is available can start!
- Configurable Workflows: Stay with traditional roles or move to an efficient activity-based queue. No need for new tech to do both.
- Proactive Compliance: Integrated disclosures and compliance timers allow you to stay on track without manual oversight
- Speed: did we mention our software is LIGHTNING FAST!? Instantaneous screen loads... get your head into the loan in seconds... enjoy the ride!
- Contract underwriting
- Closed loan reviews and due diligence
- TPR Reviews
- Approved by all major rating agencies for RMBS third-party reviews
- Quality guaranteed and backed by Lloyds of London insurance policy
- Brooks Systems - digital compliance since 1983
Agile Trading Technologies
Customer reviews
Agile Trading Technologies
Wilqo
Evolve Mortgage Services
Reviews
June 10, 2025 at 2:23:27 AM
Test review 2
June 10, 2025 at 2:23:03 AM
Test review
Jake Perkins
May 29, 2025 at 3:52:11 PM
test
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.