Tag Archives: MBA Annual Convention and Exposition

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

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.

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/.

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NEWS SOURCE: Optimal Blue

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Global DMS Officially Introduces EVO-Residential(tm) Valuation Technology Platform

AUSTIN, Texas /ScoopCloud/ -- Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA's Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 - 30. Branded EVO-Residential(TM) (EVO-Res), the platform is primed to change the way lending and real estate entities process and manage valuations.

Global DMS engineered EVO-Res from the ground up with total automation of the entire valuation process in mind. The company believes everything begins with empowering organizations with an arsenal of incredibly easy-to-use tools that help transform their businesses into ultra-efficient, compliant, finely tuned operations. Using EVO-Res, the burdensome and costly valuation process the mortgage industry contends with can now be executed flawlessly through automation standing behind decades of integrated best practices.

"We put a great deal of thought into the design and underlying functionality of EVO-Res, collaborating with clients and diligently operating in an R&D mode for years," says Vladimir Bien-Aime, president and CEO of Global DMS. "EVO-Res provides organizations with an unrivaled technology foundation that ensures their unique valuation processes are completely automated from start to finish that was not possible until now. Empowering our clients with this technology advantage gives them an unparalleled ability to easily adapt to the ebbs and flows of the mortgage market and their unique valuation business needs."

EVO-Res offers state-of-the-art technological advances that allows users to work the way they need to work, which is very different than the platforms currently available in the market. EVO-Res is user role-based providing a customized experience for each user, complete with separate dashboards and task lists that help drive optimal performance by allowing them to focus on the most important tasks of the moment. EVO-Res users have the ability to configure every field, new fields can be added on the fly and are instantly reportable. Users can also create new review forms in minutes. Previously, these types of changes would require costly and time-consuming development intervention.

"From a return on invesTMent point of view, using a platform like EVO-Res just make sense," stated Jody Collup, COO at Global DMS. "The process efficiency advantages inherent in EVO-Res' infrastructure keeps every user on task, positively impacting your time to closing and effectively reducing your costs."

Notably, EVO-Res also works seamlessly with EVO-C, Global DMS' commercial lending valuation platform, thus allowing for a single-system experience to easily and effectively manage two distinctly different business lines.

Global DMS will be offering demonstrations of EVO-Res in booth 1019 at the MBA Annual Convention & Expo from Oct. 27 - 29. In addition, the company will also be hosting a celebratory launch party at the conclusion of the show on the evening of Tues. the 29t at 8 p.m. CST. Contact Global DMS to learn more at evopreview@globaldms.com or 877-866-2747 (option 2).

About Global DMS:

Founded in 1999 and headquartered in Lansdale, Pennsylvania, Global DMS is a leading provider of cloud-based commercial and residential real estate valuation technology. The company's solution set is cost-effectively delivered on a software-as-a-service (SaaS) transactional basis that ensures compliance adherence, reduces costs, increases efficiencies and expedites the entire appraisal process. Global DMS' solutions include its newly launched EVO-Residential(TM) platform (EVO-Res), contemporary EVO-Commercial(TM) (EVO-C) for commercial lending, existing eTrac(r) Enterprise platform for residential lending along with its many companion products, as well as the SnapVal(TM) appraisal pricing solution. For more information, visit the company's web site https://www.globaldms.com/ or call (877) 866-2747.

Social Media: @GlobalDMS #EVO-Res #ValuationManagementSoftware #MBAAnnual

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

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Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA's Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 - 30. Branded EVO-Residential(TM) (EVO-Res), the platform is primed to change the way lending and real estate entities process and manage valuations.

Related link: https://www.globaldms.com/

MCT Launches InvestorMatic™ Program to Elevate the Whole Loan Trading Experience Between Lenders and Investors

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic(TM) in the lead up to the MBA Annual Convention & Expo in Austin, Texas being held Oct. 27 - 30. Amid increasing marketplace demands to digitize the mortgage loan trading process, the new program is designed to improve the lender experience in selling whole loans to their correspondent investor counterparts.

Company officials at MCT say the secondary market has traditionally been wrought with diverse and inefficient methods by which to communicate, initiate and accept loan bids, and complete whole loan sales between sellers and buyers. The InvestorMatic Program aims to address this problem and is the latest in a series of client-driven innovations that have been helping MCT clients optimize secondary marketing performance.

InvestorMatic is comprised of two core components: 1) a technology certification process that reviews and rates correspondent investors based on the convenience and depth of their whole loan sale process. 2) a suite of supporting software that assists correspondent investors in elevating the seller experience in key areas. This combination results in a much more efficient, streamlined, and secure whole loan trading process.

"For years, MCT has been helping lenders automate secondary marketing mortgage processes. Their continuous feedback and technology collaboration has played an instrumental role in the success of our core capital markets platform, MCTlive!," said Phil Rasori, COO at MCT. "MCT's InvestorMatic Program is our newest advancement, this time with a laser-focused goal of improving the lender experience in selling whole loans to their correspondent investor counterparts."

MCT conducted extensive research in the development of InvestorMatic, which identified five key components of the loan selling experience that lenders are looking for from their correspondent investors. Among them are faster pricing and commitment turn times; fully functioning Bid Tape AOT delivery channels; encryption of data in transit and at rest; real-time shadow bids and pricing; and bid tape mark-to-market pricing.

Based on performance in these key areas, MCT will be certifying applicable correspondent investors at bronze, silver, and gold technology certification levels before said levels are published in early December. These certifications will provide a handy reference to lenders on the technology experience they can expect when considering a relationship with a particular investor.

These certifications are made free-of-charge and regardless of the systems used, but InvestorMatic software is available to support interested investors. As always, MCT provides lenders with best execution analysis and recommendations designed to achieve their goals, and in which price competitiveness is the leading factor.

"Put simply, the MCT InvestorMatic Program is yet another step we've taken to move the mortgage industry forward in the secondary marketing space," stated Curtis Richins, President at MCT. "Part of our long-term corporate vision is to digitize the entire secondary marketing process, and InvestorMatic will help our lender clients and the investor community get another step closer to achieving this goal."

MCT will be holding discussions about its new InvestorMatic Program at the MBA Annual Convention & Expo in Austin, Texas being on Oct. 27 - 30. Register for the company's upcoming webinar on Nov. 7 at 11 a.m. PST to learn more about the InvestorMatic program. https://mct-trading.com/mct-webinar-introducing-new-investormatic-program/

About MCT:
Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully-integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes.

Headquartered in San Diego, MCT also has California offices in Healdsburg and Los Angeles, as well as sites in Dallas and Philadelphia. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style, hands-on engagement clients value. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

Social Media: @mcttrading #InvestorMaticProgram #MortgageHedgeAdvisory #SecondaryMarketingSoftware #MBAAnnual

Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

*LOGO link for media: https://www.Send2Press.com/300dpi/19-1023s2p-MCT-InvestorMatic-300dpi.jpg

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas.

Related link: https://mct-trading.com/

New DocMagic Mobile Application Leverages Backend Technology to Fill Critical Gap in Digital Lending Workflow

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as well as other third-party mortgage software.

"Bringing mobile functionality to borrowers and enabling lenders to connect with their customers is the end goal of most mobile applications in our industry-but at DocMagic, it is just the beginning," says Dominic Iannitti, president and CEO of DocMagic. "LoanMagic isn't an add-on. It's a fully interoperable technology that fills a critical gap in the digital mortgage process. It is just as powerful as any of our flagship and award-winning technology."

LoanMagic is an intelligent, intuitive mobile application that provides a quick, easy and transparent way for borrowers to stay fully engaged with their loans-and lenders-throughout the mortgage cycle. Its core functionality includes real-time loan status, document uploads, eSigning, integrated messaging, task management, push notifications and more. LoanMagic leverages DocMagic's eVault to ensure that every transaction is logged and securely stored, and it uses a "gamified" design that encourages borrower engagement by making the process of fulfilling conditions faster, easier and more entertaining for the borrower.

LoanMagic's primary differentiator is at its backend, which allows the mobile app to provide an unprecedented level of interoperability with numerous relevant technologies, ranging from DocMagic's solutions to point-of-sale systems (POS), loan origination systems (LOS), borrower-facing applications, closing solutions, various settlement services technology, document scanning, cloud storage tools and others.

"A truly digital mortgage offers a continuous, fluid experience for everyone. The lender should not be patching holes or bridging gaps," says Iannitti. "With LoanMagic, there's no data degradation, no delay, no added steps lenders need to take to make up for the use of a mobile application, like they may have experienced with other mobile applications in the past. LoanMagic feels and acts like an organic part of the technologies it supports. That's imperative for a truly digital mortgage experience."

LoanMagic eliminates many of the issues that have traditionally caused delays in the mortgage process. The result is greater transparency and visibility, lower cost to produce loans, assurance of compliance and elimination of surprise issues that create delays at the closing table. DocMagic provides LoanMagic at no additional cost to its customers as part of its mission to increase digital mortgage adoption, broaden collaboration among the numerous disparate entities involved in a mortgage, and advance interoperability between systems across the supply chain.

Learn more about LoanMagic or see a demo by contacting sales@docmagic.com or visiting http://www.docmagic.com/loanmagic. In addition, DocMagic will offer demonstrations of LoanMagic in booth 407 at the MBA Annual Convention & Expo in Austin, Texas from Oct. 27 - 29.

About DocMagic:

DocMagic, Inc. is the leading provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions for the mortgage industry. Founded in 1987 and headquartered in Torrance, Calif., DocMagic, Inc. develops software, mobile apps, processes and web- based systems for the production and delivery of compliant loan document packages. The company's compliance experts and in-house legal staff consistently monitor legal and regulatory changes at both the federal and state levels to ensure accuracy. For more information on DocMagic, visit http://www.docmagic.com/.

Twitter: @DocMagic #LoanMagic #DigitalMortgage #DigitalLendingWorkflow #MBAAnnualConvention

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Media Contact:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

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DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as well as other third-party mortgage software.

Related link: https://www.docmagic.com/

FormFree’s Brent Chandler, Faith Schwartz Lend Their Expertise to Prominent Mortgage Industry Events

ATHENS, Ga. /ScoopCloud/ -- FormFree(R) today announced that company board member Faith Schwartz and Founder and CEO Brent Chandler have been invited to share their subject matter expertise at prominent upcoming mortgage industry events. Schwartz and Chandler will participate on panels at the Mortgage Bankers Association's (MBA) Annual Convention and Expo and NEXT Mortgage Events' #NEXTDC19 conference, respectively.

The MBA Annual Convention and Expo takes place October 27-30, 2019, at the Austin Convention Center in Austin, Texas.

Schwartz will participate in the Innovation and Tech breakout session "Perfect Harmony: Protecting Personal Information" on Tuesday, October 29, from 3 - 4 p.m., where she will discuss how lenders can best protect borrowers' sensitive financial information with co-panelists Louann Bernstone, managing director and head of vendor management at Promontory Fulfillment Service; Nicole Booth, vice president of public policy at Quicken Loans; and Courtenay R. Dunn, counsel at MERSCORP.

#NEXTDC19 takes place November 18-19, 2019, at the Kimpton Hotel Monaco in Washington, D.C.

Chandler will participate in the panel "Digital Impact: Drivers and expectations fueling (and stalling) mortgage's digital transformation" on Tuesday, November 19, from 2 - 3 p.m. Cindy Keith, director of product development at Fannie Mae, will moderate a discussion of digital mortgage transformation and its impact on various sectors of the housing industry featuring panelists Julie Jones, senior vice president at Class Valuation and Shelley Leonard, executive vice president at Black Knight.

"Mortgage technology is in the midst of an exciting evolution, and it is crucial that we prioritize the experiences of the people involved in the lending process as we reorganize processes and develop technology," said Chandler. "I look forward to discussing how the housing economy can work together to promote a measurably more frictionless, secure and productive home lending process."

FormFree is a proud sponsor of #NEXTDC19. Organized by NEXT Mortgage Events, Housing Finance Strategies and Women in Housing Finance, #NEXTDC19 is the first women's executive summit to bring together Washington policy makers, fintech luminaries and mortgage lending executives for a dedicated, ongoing conversation on housing policy's impact on mortgage lenders and fintech providers.

Additionally, FormFree will exhibit at the MBA Annual Convention and Expo, where the company can be found at booth #621. With over 4,000 attendees, the show is the largest mortgage industry event of the year.

About FormFree(R)

FormFree(R) is a market-leading fintech company whose revolutionary products AccountChek(R) and Passport(tm) are changing the credit decisioning landscape and encouraging lenders nationwide to incorporate a more holistic view of each borrower's financial DNA. To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing over a trillion dollars in loan verifications. FormFree delights borrowers and lenders with a paperless experience, reduces origination timelines by up to 20 days and offers automated analysis and standardized delivery to lenders and investors using a secure ReIssueKey(tm). A HousingWire TECH100(tm) company for four consecutive years, FormFree is based in Athens, Georgia.

For more information, visit https://www.formfree.com/ or follow FormFree on LinkedIn.

Twitter: @RealFormFree @NEXTMtgEvents #NEXTDC19 #MBAAnnual19 #digitalmortgage

FormFree today announced that company board member Faith Schwartz and Founder and CEO Brent Chandler have been invited to share their subject matter expertise at prominent upcoming mortgage industry events. Schwartz and Chandler will participate on panels at the Mortgage Bankers Association's (MBA) Annual Convention and Expo and NEXT Mortgage Events' #NEXTDC19 conference, respectively.

Related link: https://www.formfree.com/