ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Optimal Blue continues to debut new innovations across complete capital markets platform ahead of MBA Annual Convention and Expo

News Source: Optimal Blue

New data product and three platform enhancements deliver increased market transparency, pricing accuracy, counterparty oversight and trading automation

PLANO, Texas, Oct. 16, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced the launch of a new data solution to deliver increased market transparency, as well as three major platform enhancements focused on pricing accuracy, trade execution and counterparty management. Released ahead of the Mortgage Bankers Association (MBA) Annual Convention and Expo, and as the company prepares for its 2026 Optimal Blue Summit, these innovations reinforce Optimal Blue’s commitment to delivering solutions that position lenders to drive operational excellence and boost competitive performance.

Optimal Blue
Image caption: Optimal Blue.

“We continue to deliver on our promise of innovation at Optimal Blue in areas where it stands to have the greatest impact for our clients,” said Joe Tyrrell, CEO of Optimal Blue. “From AI-powered automation to real-time, transparent market insights, Optimal Blue merges a commitment to modern innovation with decades of proven experience and trust. This will be on full display at our 2026 Optimal Blue Summit, where we will be unveiling more innovations that drive the industry forward.”

  • Broker Search Data License
    Broker Search Data License is a new data product that gives wholesale and non-QM investors a previously unavailable view into broker demand across the market. Delivered monthly from Optimal Blue’s Loansifter platform, the data set includes roughly one million rows of anonymized search activity from more than 6,000 brokers, capturing early signals of what programs and loan types are gaining traction before locks occur. Unlike traditional pricing or lock data, Broker Search Data License reveals broker intent at the top of the funnel, helping investors spot emerging trends, evaluate program competitiveness and refine strategy well ahead of market shifts. Because the data is delivered in a raw, analytics-ready format, users can integrate it directly into internal intelligence environments or combine it with Optimal Blue’s Investor Pricing Insight for a complete view of broker engagement and pricing performance.
  • Pipeline Monitoring for the Optimal Blue PPE
    Pipeline Monitoring is a new feature within Optimal Blue’s product, pricing and eligibility (PPE) engine that automates the oversight of pipeline changes affecting pricing or eligibility post-initial lock. Built for seamless loan origination system (LOS) integrations, it continuously tracks loan detail changes throughout the processing and underwriting of the transaction, such as FICO scores, loan amounts and property information, instantly detecting any change that could alter pricing or eligibility rules. Loan officers receive real-time notifications through email while secondary users can manage these events through an interactive work queue, each specifying which rule triggered the alert, ensuring fast and accurate responses without borrower disruption or pricing-related closing delays. The result is greater workflow automation, reduced manual checks and stronger control over pricing and eligibility risk.
  • Competitive Trade Blotter and TBA Trading Integrations for CompassEdge
    The Competitive Trade Blotter and TBA Trading Integrations are new capabilities within CompassEdge, Optimal Blue’s hedging and loan trading solution, that modernize TBA trading by eliminating manual outreach and fragmented workflows. Traders can collect, compare and execute broker-dealer pricing directly within CompassEdge, reducing error rates and accelerating execution. The Competitive Blotter will track broker-dealer performance trends over time, giving lenders deeper visibility into pricing competitiveness. CompassEdge can connect with any broker-dealer or trading platform that supports APIs. Together, these advancements deliver faster, more accurate and more transparent trading that strengthens broker-dealer relationships and reduces operational risk.
  • Integration Studio for Comergence
    A new capability in Comergence, Optimal Blue’s counterparty oversight solution, Integration Studio lets clients connect seamlessly with external tools such as Salesforce through a no-code integration marketplace. Designed for business users rather than developers, it allows integrations to be configured and deployed in under an hour using an intuitive field mapping wizard with built-in validation and de-duplication. Hourly data syncs and integration logs keep information current and auditable, while self-service admin tools give users full control over their connections. Integration Studio offers a done-for-you approach to data integration that enables lenders, investors and partners to maintain accurate, synchronized and compliant records across systems.

“Innovation at Optimal Blue is about delivering meaningful value that addresses real lending challenges and opportunities,” said Erin Wester, chief product officer at Optimal Blue. “From greater pricing intelligence to seamless system integrations, we’re giving lenders and investors the tools they need to accelerate performance and sharpen their competitive edge.”

Wester will demonstrate Ask Obi – Optimal Blue’s AI-powered assistant that made its debut at the company’s 2025 Summit – at MBA Annual during the Tech Showcase that kicks off at 2:30 p.m. Pacific Time on Monday, October 20. Conference attendees can learn more about Optimal Blue’s new innovations by visiting the company’s booth #200 in the HUB Expo.

Optimal Blue Clients are encouraged to register early for the company’s 2026 Summit taking place February 23–25 in Scottsdale, Arizona, to take advantage of early bird pricing. Registration is open at Summit.OptimalBlue.com.

About Optimal Blue

Optimal Blue powers profitability across the mortgage capital markets ecosystem. As the industry’s only end-to-end capital markets platform, our technology, data, and integrations bridge the primary and secondary markets to help lenders of all sizes maximize performance – from pricing transparency and accuracy to margin protection and every step in between. Backed by over 20 years of proven expertise, our modern, cloud-native technology delivers the real-time automation, actionable data, and seamless connectivity lenders need to navigate market volatility and scale for growth.

To learn more about how Optimal Blue delivers measurable ROI, visit https://OptimalBlue.com/.

MULTIMEDIA:

LOGO link for media: https://www.Send2Press.com/300dpi/25-0811-s2p-opblue-logo-300dpi.jpg


This press release was issued on behalf of the news source (Optimal Blue), who is solely responsible for its accuracy, by Send2Press Newswire.

To view the original story, visit: https://www.send2press.com/wire/optimal-blue-continues-to-debut-new-innovations-across-complete-capital-markets-platform-ahead-of-mba-annual-convention-and-expo/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P130241 FCN24-3B

 

INFORMATION BELOW THIS PAGE, IF ANY, IS UNRELATED TO THIS PRESS RELEASE.

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.