
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
eRESI
Eris Innovations - creators of Eris SOFR Swap futures
Overview
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.
Empowering mortgage lenders with consistent Non-QM liquidity, competitive pricing, and common-sense credit solutions.
The easiest way to hedge benchmark SOFR interest rates
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
- Funded over $16B in residential whole loans since 2019
- Partnered with 300+ correspondent lenders nationwide
- Comprehensive Non-QM product suite: Full Doc, Alt Doc, DSCR, Closed-End Seconds, Agency Eligible
- Consistent, flexible liquidity backed by institutional capital
- Common-sense credit approach with a dedicated scenario desk and client services team
- Industry-leading pricing and service designed to keep lenders competitive
SOFR is the benchmark interest rate underlying the valuation of all U.S. dollar denominated financial assets, from loans to mortgages and there is no easier and more efficient way for those looking to hedge these exposures than to use Eris SOFR Swap Ffutures. These innovative contracts are accessible to both large and small market participants equally, allowing universal access and fair competition. Eris SOFR Swap futures are commonly used to hedge the fair value of MSR portfolios, loan pipelines, and fixed income portoflios..





