Thought Leadership | Optimal Blue

COMPANY

THOUGHT LEADERSHIP

Access our robust library of educational resources to discover how leading companies leverage Optimal Blue to solve industry related challenges.

Whether you are looking to improve operational efficiencies, deploy the latest innovations in technology, or grow your bottom line, Optimal Blue offers a wide range of educational white papers, informative case studies, and webinars to help you achieve organizational goals.

Durations To Successfully Hedging Mortgage Pipelines

Durations To Successfully Hedging Mortgage Pipelines

Examines the current state of the market, common hedging problems, and recommendations for successful hedging in any environment

MSR Broker Integration

MSR Broker Integration

Bringing visibility and timeliness to MSR Valuations, front-end pricing, and risk management

6 Essential Considerations When Choosing a PPE

6 Essential Considerations When Choosing a PPE

Choose a PPE with six key factors to boost efficiency and maximize profitability

Pricing and Hedging Non-Agency Loans With Eris SOFR Swap Futures

Pricing and Hedging Non-Agency Loans With Eris SOFR Swap Futures

Using derivatives, such as Eris SOFR Swap Futures, to safeguard your non-agency loans from interest rate volatility

10 Best Practices for Hedging and Trading With Optimal Blue

10 Best Practices for Hedging and Trading With Optimal Blue

Review your secondary marketing strategies and behaviors to ensure you are profitable.

Beeline Loans nearly doubles margins in just eight months with Optimal Blue

Beeline Loans nearly doubles margins in just eight months with Optimal Blue

99.9% pricing uptime. From 1.78% to 3% profit margins. See how Beeline achieved operational excellence and scalable growth.

A Capital Markets Platform That Pays for Itself

A Capital Markets Platform That Pays for Itself

How CompassEdge is maximizing margins for Premium Mortgage

PHH Mortgage Corporation's Swift Implementation with Optimal Blue

PHH Mortgage Corporation's Swift Implementation with Optimal Blue

How PHH Mortgage Corporation Leveraged Optimal Blue’s Advanced Technology to Enhance Hedging and Trading Efficiency in Under 60 Days

Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation

Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation

How Alliant Credit Union’s seamless transition to the Optimal Blue® PPE increased production, helped recruit top loan officers, and boosted operational efficiencies

Royal United Enhances Experience & Increases Profitability

Royal United Enhances Experience & Increases Profitability

How Royal United improved workflows, financial transparency, and the borrower experience

GTE Positions for Future Growth & Scalability

GTE Positions for Future Growth & Scalability

Transforming processes to create an efficient and accurate experience for the LO and consumer

MortgageRight Improves Reporting & Processes

MortgageRight Improves Reporting & Processes

Harnessing Enterprise Analytics to effectively analyze market position and improve reporting accuracy

Nations Direct Expands TPO Business Channels

Nations Direct Expands TPO Business Channels

How Nations Direct leveraged prospect marketing to expand reach and gain a competitive edge

SEFCU Mortgage Services Drives Growth & Productivity

SEFCU Mortgage Services Drives Growth & Productivity

How SEFCU leveraged real-time integrations to enhance functional depth and workflow automation

TruHome Solutions Transforms Offering

TruHome Solutions Transforms Offering

Establishing a scalable platform to support significant growth and gain efficiencies through automation

University FCU Enhances Member Service

University FCU Enhances Member Service

Operational enhancements enable UFCU to better serve members and significantly improve margins

Utah Community Boosts Competitive Position

Utah Community Boosts Competitive Position

UCCU’s conversion to a centralized hedging model results in 26 bps spread over best efforts delivery

Refi Revival: Leveraging Originator Intelligence to Stay Ahead of the Curve

Refi Revival: Leveraging Originator Intelligence to Stay Ahead of the Curve

How to align with market momentum and surface high-potential refinance leads – while reducing research time from 30 minutes per loan to just one click.

Maximize Profitability With Smarter Hedging & Trading Support

Maximize Profitability With Smarter Hedging & Trading Support

See how our high-touch approach, powered by CompassEdge, helps clients make smarter decisions, execute faster, and drive stronger outcomes.

ACUMA Inside Track: Data-Driven Lending: Unlocking Member Value Through Smarter Insights

ACUMA Inside Track: Data-Driven Lending: Unlocking Member Value Through Smarter Insights

Unlock new ways to drive lending performance and member value. With the right data strategy, credit unions can enhance operational efficiency, improve member experiences, and grow sustainably.

Unlocking Refi Potential: How Capture for Originators Turns Past Loans Into Future Wins

Unlocking Refi Potential: How Capture for Originators Turns Past Loans Into Future Wins

In today’s market, staying connected with past borrowers is more than a retention strategy. It’s a growth imperative. Watch the recording of our webinar introducing Capture for Originators, the latest innovation within the Optimal Blue® PPE that empowers loan officers to identify refinance opportunities with unprecedented speed and precision.

ACUMA Inside Track: Innovate & Elevate: Driving Profitability While Staying Ahead of the Curve with Innovative Mortgage Technology

ACUMA Inside Track: Innovate & Elevate: Driving Profitability While Staying Ahead of the Curve with Innovative Mortgage Technology

Leaders from Optimal Blue share new innovations that are transforming how secondary teams operate and leverage AI in their day-to-day responsibilities.

Hedging 101: The Benefits of Mandatory Delivery

Hedging 101: The Benefits of Mandatory Delivery

Gain a thorough understanding of the theory behind hedging and hedging practices.

ACUMA Inside Track: Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step

ACUMA Inside Track: Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step

Join experts from Optimal Blue, the industry’s only end-to-end capital markets platform, as they explain how each phase of the loan manufacturing process can significantly impact your loan’s profitability.

Hedging 301: Advanced Topics in Hedging and Trading Technology

Hedging 301: Advanced Topics in Hedging and Trading Technology

Congratulations on passing Hedging 101 and 201. Now it’s time to kick it up another gear! Join us for the next session in our hedging series as we take a deeper dive into more advanced capital market strategies and how they naturally interplay with technological advances.

ACUMA Inside Track: Agency Mandatory Commitments: How They Improve Operational Efficiencies and Boost Profitability

ACUMA Inside Track: Agency Mandatory Commitments: How They Improve Operational Efficiencies and Boost Profitability

Join capital markets experts from Optimal Blue to learn more about the opportunities gained from selling mandatory loans and working with a reputable hedge advisor.

Optimize Your Advantage With Optimal Blue’s Data Solutions

Optimize Your Advantage With Optimal Blue’s Data Solutions

Join us for our new product webinar where we will introduce our newest data solution, Competitive Data License. This product is available to Optimal Blue PPE users and offers access to granular pricing metrics, real-time comparative data, and more.

Hedging 201: The Components of Pipeline Valuation

Hedging 201: The Components of Pipeline Valuation

Learn how Optimal Blue’s proven hedge advisory and analytics, innovative modeling, and customized service levels can support your organization’s future success.

MSR 101: How to Value the MSR Asset

MSR 101: How to Value the MSR Asset

Join industry experts from Optimal Blue to discover the many different assumptions that factor into MSR valuations, as well as to explore different valuation methods that are available in today’s fluid MSR valuation marketplace.

ACUMA Inside Track: Pipeline Perils

ACUMA Inside Track: Pipeline Perils

Credit unions understand that members seek and deserve competitively priced mortgage options. Establishing a competitive rate sheet, managing interest rate risk, and properly valuing the mortgage servicing asset are a few of the key drivers of success for credit unions looking to grow their mortgage origination and servicing businesses.

MSR 201: The Impact of Interest Rate Moves on Servicing Valuations

MSR 201: The Impact of Interest Rate Moves on Servicing Valuations

Whether you’re considering retaining servicing, or you already have an existing MSR portfolio, you won’t want to miss this highly informative and timely webinar. Industry experts from Optimal Blue will focus on the impact of interest rates on the valuation of servicing and how to measure the sensitivity of servicing to moves in interest rates.

ACUMA Inside Track: Mortgage Pricing and the Member Journey

ACUMA Inside Track: Mortgage Pricing and the Member Journey

Practical lessons for creating a positive experience for your members and your team.