ICYMI: SUMMIT OPENING SESSION
Leadership, AI adoption, and innovations shaping mortgage capital markets
The Opening General Session at Optimal Blue Summit 2026 brings together CEO Joe Tyrrell’s perspective on AI adoption with a comprehensive product reveal, including Virtual Economist, led by Chief Product Officer Erin Wester and Director of Product Management Kevin Foley.
New Innovations Announced at the 2026 Optimal Blue Summit
Virtual Economist
Generate mortgage rate and volume forecasts on-demand, using proprietary machine learning models.
Profitability Center
Bring all Optimal Blue products and insights into one centralized experience at login.
Hedge Cost in the PPE
View key hedge values instantly inside the PPE. Evaluate current versus proposed pricing to understand profitability impact.
AI Rules Assistant
Speak policy. Ship rules. Turn natural language into accurate, fully built pricing and eligibility logic in the PPE.
Enhanced Admin Experience
Simplify access to important configuration in the Optimal Blue® PPE and CompassEdge.
Ratesheet Pricing Insights
Connect pricing, analytics, and margin controls in one seamless workflow between CompassEdge and the Optimal Blue PPE.
Loansifter & Comergence Connection
Streamline broker and investor workflows offering a unified path from pricing to prospect engagement.
Competitive Data License Plus
Benchmark, analyze, and model the entire loan life cycle using real time, anonymized market data.
Integration Studio
Launch “done-for-you” integrations with platforms like Salesforce in under an hour. Map custom fields, validate data, and automate updates.
Modern and Proven End-to-End Innovation
Optimal Blue delivers industry-leading innovation across pricing, hedging, trading, compliance, and more, equipping secondary marketing professionals with the tools they need to maximize performance and results.
Optimal Accuracy
The Optimal Blue PPE delivers near-perfect pricing precision across thousands of products and 150+ investors, ensuring compliant, competitive quotes every time.
Trusted by Originators Nationwide
Optimal Blue empowers lenders with real-time pricing, seamless execution, and scalable automation proven across thousands of users every day.
ASK OBI: AI-POWERED EXECUTIVE INSIGHTS
Interact with your Optimal Blue data like never before. Ask Obi is a generative AI assistant that delivers real-time, actionable insights across your Optimal Blue ecosystem.
CAPTURE FOR ORIGINATORS
Retention strategy and refinance analysis for originators Capture for Originators simplifies refinance prospecting with a dashboard and closed-loan analysis that goes beyond rate alerts – saving loan officers time and effort. Create borrower-ready presentations in minutes.
More Innovations
SOLUTION CENTER
IN COMERGENCE
Discover, connect, and grow with the mortgage industry’s most comprehensive partner marketplace
The Solution Center empowers originators, partners, and investors to find and activate the tools and services they need – all in one place.
BEST EFFORTS DIRECT LOCK
IN THE OPTIMAL BLUE PPE
Eliminate manual locking steps and accelerate efficiency through automation
Automate direct best-efforts locking with participating investors via API to eliminate manual steps, improve accuracy, and boost efficiency throughout the locking lifecycle.
POOL SOLVER
IN COMPASSEDGE
Automate loan pooling with precision and speed – no manual work required.
Automate investor-compliant loan pooling in minutes eliminating spreadsheets, maximizing execution value, and scaling effortlessly for any institution.
Resources
Maximize Profitability and Boost Efficiency
Discover the six essential components of a PPE.
Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation
See how a leading credit union transformed its mortgage business by implementing a modern, integrated technology platform.
Unlocking Refi Potential
Learn how Capture for Originators turns past loans into future wins.
Choosing the Right Tech Partner: Modern Technology. Proven Experience.
Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.
