Optimal Blue
Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. We help lenders of all sizes and scopes maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership. With 20+ years of expertise, innovative technology, a connected network, and rich data insights, we are an experienced partner that, in any market environment, empowers lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between.
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Optimal Blue is more than a technology partner – we’re the engine that powers your profitability.
Our mission is to help lenders maximize profitability on every loan transaction. As the industry’s only end-to-end capital markets platform, we deliver technology that supports confident, informed decisions across the capital markets process, from origination to post-close and everything in between. The Optimal Blue® PPE delivers accurate pricing with speed and consistency, while CompassEdge® supports secondary market execution through hedging and trading tools that manage risk and protect margins.
Our data solutions offer unmatched visibility into both origination and secondary market activity, powered by direct-source data from in-process loans and executions, not self-reported surveys. This gives lenders a uniquely accurate, real-time view of how pricing and strategy decisions impact borrower outcomes. We also offer MSR valuations to help lenders assess portfolio value and provide counterparty oversight tools that simplify compliance and reduce risk.
Together, these solutions empower lenders to operate efficiently and help more American borrowers achieve the dream of homeownership.
What sets Optimal Blue apart is the strength of our connected ecosystem. We take an API-first approach to innovation, which means our platform integrates seamlessly into existing tech stacks, no waiting on custom builds or one-off connections. With more than 70 certified integration partners across the mortgage ecosystem, we already work with the systems our clients rely on every day.
Our solutions are built for unmatched accuracy, delivering real-time insights and execution confidence. We also develop generative AI and automation tools that help executives and capital markets leaders make smart, data-backed decisions, delivering real-time insights and ROI.
And because we innovate in close partnership with our clients, every enhancement we make is grounded in real-world needs and tested in real lending environments. This collaborative, connected approach allows us to move fast, integrate seamlessly, and deliver lasting value.
Learn more at www.OptimalBlue.com
Connect with us: LinkedIn | YouTube | Optimal Insights | Market Advantage
Highlights
Optimal Blue powers the mortgage industry’s only end-to-end capital markets platform.
- Used to price/lock 35% of mortgages completed nationwide
- Facilitates ~40% of loans hedged and sold in the secondary market
- Offers over 70 certified integration partners that can be immediately enabled
- Supports ~65% of servicing rights valued and hedged in the marketplace
- Develops AI-powered and automation solutions to solve lenders’ real-world challenges
- Delivers unmatched data visibility by leveraging real-time, direct-source pipeline and execution data
Details
Vendor Category
Secondary Marketing Providers (PPE, Hedging)
Pricing Model
Subscription-Based Pricing
Works well with
Overview
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Product comparison
Optimal Blue
Vice Capital Markets
Mortgage Capital Trading
Overview
Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. We help lenders of all sizes and scopes maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership. With 20+ years of expertise, innovative technology, a connected network, and rich data insights, we are an experienced partner that, in any market environment, empowers lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between.
Your trusted partner in hedging for three decades.
Your Trusted Capital Markets Partner
Highlights
Optimal Blue powers the mortgage industry’s only end-to-end capital markets platform.
- Used to price/lock 35% of mortgages completed nationwide
- Facilitates ~40% of loans hedged and sold in the secondary market
- Offers over 70 certified integration partners that can be immediately enabled
- Supports ~65% of servicing rights valued and hedged in the marketplace
- Develops AI-powered and automation solutions to solve lenders’ real-world challenges
- Delivers unmatched data visibility by leveraging real-time, direct-source pipeline and execution data
· Delivered best-execution outcomes on over $1 trillion in MBS and mortgage trades
· Creator of ViceEx, a proprietary platform for optimizing loan sale execution.
· Maintains over 95% client retention despite intense market shifts and M&A activity.
· Average trader experience exceeds 10 years, ensuring seasoned market guidance.
· Thought leader in capital markets—offering free industry resources, white papers, and educational webinars.
· Vice’s expansion is rooted in referral-based growth, a testament to the trust Vice has earned across the industry.
MCT Delivers for Mortgage Originators, Investors, and Partners
- Profitability: $505k average client savings in the previous quarter
- Efficiency: 12 hours saved per month
- Confidence: 22 years of trusted services
- Knowledge: 200+ aerticles and webinars
- A Better Market: 72 software enhancements in 2024
Optimal Blue
Customer reviews
Optimal Blue
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