Tag Archives: Optimal Blue Summit

Optimal Blue to host 2027 Summit February 1-3 in Scottsdale

Third annual event will return to Arizona for three days of capital markets strategy and innovation

PLANO, Texas, Feb. 25, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced it will host its 2027 Optimal Blue Summit February 1–3 at the JW Marriott Desert Ridge Resort & Spa in Scottsdale, Arizona. The annual event convenes Optimal Blue clients, integration partners and capital markets leaders from across the mortgage industry for three days of insight, collaboration and forward-looking strategy.

Image caption: Optimal Blue.

Entering its third year, the Optimal Blue Summit has become a forum for mortgage capital markets professionals to explore technology innovation, share best practices and engage in candid discussion about the market dynamics shaping the industry. The 2027 agenda will continue that focus with expert-led sessions, hands-on training and curated networking designed to equip attendees with practical strategies they can apply within their organizations.

“Our Summit is where strategy and execution come together,” said Sara Holtz, chief marketing officer at Optimal Blue. “Each year, we create an environment where clients and partners can engage directly with our leadership team, explore new platform capabilities and exchange ideas with peers facing similar market challenges. We look forward to building on this year’s momentum as we return to Arizona in 2027.”

Event highlights will include:

New technology unveilings: Early access to Optimal Blue’s latest platform advancements, including AI-driven capabilities, automation enhancements and expanded integrations
Market intelligence and economic insights: Expert perspectives on secondary market dynamics, rate trends and capital markets strategy
Execution and performance workshops: Tactical sessions focused on pricing accuracy, margin management, hedging and operational efficiency
Executive leadership forums: Discussions centered on navigating volatility and positioning for sustainable growth
Interactive feedback sessions: Client roundtables and product forums designed to shape the future direction of the Optimal Blue platform

Registration for the 2027 event is now open at Summit.OptimalBlue.com. Early bird pricing is available for a limited time.

Additional event details will be announced in the coming months.

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 pipeline risk management 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 OptimalBlue.com.

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NEWS SOURCE: Optimal Blue

This press release was issued on behalf of the news source (Optimal Blue), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

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Industry-first AI/ML-powered forecasting tool headlines extensive lineup of mortgage capital markets innovations unveiled at 2026 Optimal Blue Summit

On-demand Virtual Economist anchors nine advancements that unify the capital markets profitability experience across the loan life cycle

PLANO, Texas, Feb. 24, 2026 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced Virtual Economist, the first on-demand forecasting tool for mortgage capital markets leaders powered by artificial intelligence and machine learning (AI/ML), as the centerpiece of nine platform advancements unveiled at the company’s 2026 Summit. Together, the innovations further unify the capital markets profitability experience by connecting forecasting, pricing, hedging, competitive benchmarking and workflow execution within a single, end-to-end platform.

Image caption: Optimal Blue.

“The future of mortgage capital markets belongs to platforms that don’t just respond to volatility, but anticipate it,” said Joe Tyrrell, CEO at Optimal Blue. “Optimal Blue is building and continuously innovating an intelligent, connected and comprehensive ecosystem that gives lenders clarity and confidence from origination to secondary marketing, and back again. The innovations announced at our 2026 Optimal Blue Summit reflect our long-term commitment to redefining how the industry plans, prices and performs in any market environment.”

“Virtual Economist was built to address a real challenge our lender clients face – the disconnect between economic insight and day-to-day execution,” said Erin Wester, chief product officer at Optimal Blue. “By uniting public economic indicators with Optimal Blue’s proprietary lock volume data and applying AI/ML-driven forecasting, teams can test assumptions and prepare immediately through conversational and visual scenario modeling. That same data-driven approach extends across our 2026 innovations, creating a tighter feedback loop among pricing, margin management and hedge analytics so decisions are informed by real-time insight and reflected consistently across the platform.”

The 2026 Summit advancements include:

VIRTUAL ECONOMIST

In a market where profitability planning typically depends on static, macro forecasts and manual what-if exercises, Virtual Economist gives lenders on-demand predictions without the lag, labor or subjectivity of traditional approaches. The mortgage industry’s first and only AI/ML-powered forecasting tool, it combines public economic data with Optimal Blue’s lock volume data into proprietary machine learning models to deliver real-time rate and volume predictions and instant scenario analysis for strategic planning. Users can choose their preferred economist avatar and engage conversationally through voice or text, with forecasts presented visually to enhance clarity and decision-making.

PROFITABILITY CENTER

Profitability Center introduces a unified dashboard across Optimal Blue products, enabling faster navigation while surfacing cross-product market, production and profitability insights that inform decision-making before users move into deeper workflows. This central landing experience includes access to an economic calendar and predictive insights to anticipate market movement and plan hedging or pricing actions accordingly.

COMPETITIVE DATA LICENSE PLUS

Competitive Data License Plus expands Optimal Blue’s benchmarking capabilities by adding anonymized hedging and trading data to its existing lock and pricing dataset. By connecting front-end pricing behavior with back-end loan sale outcomes updated daily, it delivers deeper visibility into pull-through performance, margin from lock to sale, investor turn times and best-efforts versus mandatory execution spreads. The enhanced dataset enables lenders to model competitive positioning and execution strategy with greater precision across the capital markets life cycle.

AGENCY DIRECT (for CompassEdge)

Agency Direct in CompassEdge modernizes retained execution workflows for institutions delivering loans to Fannie Mae, Freddie Mac and the Federal Home Loan Bank system. By replacing manual spreadsheet-based tracking with a centralized environment for loan imports, coverage modeling and commitment management in CompassEdge, the solution strengthens executive visibility while reducing operational risk.

RATESHEET PRICING INSIGHTS (for CompassEdge)

Ratesheet Pricing Insights connects pricing from the Optimal Blue PPE with CompassEdge margin management, reducing the lag and manual processes that can separate pricing decisions from published rates. By syncing margin updates directly between systems and embedding market and competitive context into the workflow, it surfaces competitive insights before ratesheets are published and helps ensure rates reflect current conditions while improving margin discipline.

HEDGE COST IN THE PPE (for the Optimal Blue PPE)

Hedge Cost in the PPE embeds CompassEdge hedge analytics directly within the Optimal Blue PPE, giving lenders immediate visibility into the margin impact of extensions, renegotiations and price concessions. By surfacing hedge coupon, mark-to-market exposure and effective margin at the point of decision, it strengthens alignment between origination and secondary teams while protecting execution performance at the transaction level.

AI RULES ASSISTANT (for the Optimal Blue PPE)

AI Rules Assistant enhances Rules Optimizer, a feature within the Optimal Blue PPE that manages pricing and eligibility rules across investor relationships, by enabling administrators to “speak policy, ship rules” – i.e., input natural language and allow AI automation to generate the new rule. It identifies similar configurations and automatically builds required dependencies for review, accelerating rule creation while strengthening governance and pricing control.

ENHANCED ADMIN EXPERIENCE (for the Optimal Blue PPE and CompassEdge)

Enhanced admin experiences in both the Optimal Blue PPE and CompassEdge hedging and trading platform arm administrators with faster, more intuitive ways to configure pricing and manage investors.

In the Optimal Blue PPE, a redesigned configuration experience consolidates key tools into a straightforward, user-friendly workspace, with embedded entity selection and global Release to Production access from any screen. By reducing clicks and improving visibility across pricing configurations, it accelerates setup and governance workflows for administrators.

In CompassEdge, new administrative configuration for investor management gives users more straightforward visibility into the configuration for valuing their loan pipeline. Users can self-manage investors, execution types and more in a single, accessible place.

LOANSIFTER–COMERGENCE CONNECTION

A new connection between Optimal Blue’s Loansifter PPE for mortgage brokers and its Comergence counterparty oversight solution links promotional pricing visibility with counterparty engagement data, giving investors measurable insight into broker interaction and marketing effectiveness. By connecting broker activity with onboarding and approval workflows, the integration enables investors to capture qualified leads and accelerate TPO network growth.

Several of the announced innovations are live today, with others entering beta or phased rollout throughout 2026.

Optimal Blue’s annual Summit brings together lenders, investors and industry leaders to explore the strategies and technologies shaping the future of mortgage capital markets.

ABOUT OPTIMAL BLUE

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NEWS SOURCE: Optimal Blue

To view the original story, visit: https://www.send2press.com/wire/industry-first-ai-ml-powered-forecasting-tool-headlines-extensive-lineup-of-mortgage-capital-markets-innovations-unveiled-at-2026-optimal-blue-summit/

Optimal Blue to Host Its 2026 Summit February 23-25 in Scottsdale

Event will bring together capital markets professionals, industry thought leaders, and experts in AI and innovation

PLANO, Texas, Aug. 18, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced it will host its 2026 Optimal Blue Summit from February 23–25 at the Talking Stick Resort and Conference Center in Scottsdale, Arizona. Building on the success of its inaugural event, the 2026 Summit will bring together the company’s clients and integration partners, along with thought leaders and experts from across the mortgage industry, for three days of insights, connection and strategy. Attendees will experience expert-led sessions, hands-on training and curated networking opportunities focused on maximizing mortgage lending profitability.

Image caption: Optimal Blue SUMMIT 2026 Scottsdale AZ.

“Optimal Blue’s clients know that we don’t just talk about innovation – we deliver it,” said Joe Tyrrell, CEO of Optimal Blue. “Our annual Summit is where we unveil our latest solutions and share the details on how we’re using generative AI, automation and real-time data to address actual capital markets challenges. Every session is designed to provide lenders and investors with a competitive advantage for their business, instruct them on how to leverage the new innovation, and help them maximize their profitability – so attendees will walk away with real value for their businesses.”

Event highlights will include:

Generative AI and automation unveiling: Early access to Optimal Blue’s newest product deliverables, including advancements in AI that are reshaping capital markets strategies
Profitability-focused solutions: Detailed instructions of Optimal Blue’s capital markets platform, with specific focus on how lenders can achieve measurable ROI through advanced margin management, pricing intelligence and streamlined execution
Expert-led tracks: Sessions that provide key insights, tips, tricks and best practices on pricing, trading, compliance and consumer engagement, all led by industry experts
Tech showcases and feedback forums: Hands-on demonstrations of new capabilities and client roundtables to incorporate direct feedback into the future of Optimal Blue’s offerings
Networking and strategy: Unique opportunity for capital and secondary market leaders to connect with executives, industry peers, economists, policymakers and technology partners through interactive events

Early bird registration is now open at https://www2.optimalblue.com/optimal-blue-summit.

Spots are limited, so attendees are encouraged to register early and take advantage of discount pricing.

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 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:

Video (YouTube): https://youtu.be/-gvQgOGh160?si=tl8L__kU3eMX_oNN

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NEWS SOURCE: Optimal Blue

To view the original story, visit: https://www.send2press.com/wire/optimal-blue-to-host-its-2026-summit-february-23-25-in-scottsdale/

Optimal Blue Announces Tony Hawk, Housing Industry Leaders to Headline Inaugural User Conference

Robust speaker lineup includes a leading economist, an editor in chief, tech leaders, and Optimal Blue's team of subject matter experts

PLANO, Texas, Dec. 5, 2024 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced the speaker lineup for its inaugural user conference, the Optimal Blue Summit 2025. Legendary skateboarder and entrepreneur Tony Hawk will headline the event. The conference will also feature sessions led by Mortgage Bankers Association (MBA) Chief Economist and Senior Vice President of Research and Business Development Michael Fratantoni, Ph.D., MBA Associate Vice President of Secondary and Capital Markets Sasha Hewlett, AMP, HousingWire Editor in Chief Sarah Wheeler, and representatives from Microsoft.

Image caption: Optimal Blue Announces Tony Hawk, Housing Industry Leaders to Headline Inaugural User Conference.

The Optimal Blue Summit will take place Feb. 3–5, 2025, at the Marriott Marquis San Diego Marina, bringing together clients from across primary and secondary mortgage networks to connect, learn, and share best practices for maximizing lending profitability. In addition to an engaging speaker lineup, the three-day event will feature sessions led by Optimal Blue’s team of subject matter experts, as well as major product announcements, focus groups, and opportunities for networking.

“The Optimal Blue Summit will bring the mortgage industry together for valuable content, knowledge-sharing, and opportunities to optimize technology and data to gain a competitive advantage,” said Sara Holtz, chief marketing officer of Optimal Blue. “We are curating an impressive speaker lineup for our attendees that includes respected names from Optimal Blue, industry organizations, and beyond to provide our customers with actionable insights so they can reach their highest productivity and profit potential.”

Agenda highlights include:

Insights into Optimal Blue’s product roadmap and demonstrations of newly launched features
A 2025 economic outlook from Michael Fratantoni, Ph.D., followed by a deeper dive discussion on the secondary and capital market outlook from Sasha Hewlett, AMP, who serves as staff representative for the MBA Secondary and Capital Markets Committee
Observations from native San Diegan Tony Hawk, a legendary skateboarder, entrepreneur, and founder of The Skatepark Project (TSP), a nonprofit organization helping to build safe and inclusive public skateparks in underserved communities
AI-focused panels featuring a cloud solution architect and a technical leader from Microsoft, focused on maximizing productivity and profitability with AI in lending operations

Additional details and registration information are available on the Optimal Blue Summit 2025 webpage at https://www2.optimalblue.com/optimal-blue-summit/.

About Optimal Blue:

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that, in any market environment, allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit https://OptimalBlue.com/.

MULTIMEDIA:

VIDEO (YouTube): https://youtu.be/hwh4MwT7Hrc?si=jeed5bkWt528gHiB

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NEWS SOURCE: Optimal Blue

To view the original story, visit: https://www.send2press.com/wire/optimal-blue-announces-tony-hawk-housing-industry-leaders-to-headline-inaugural-user-conference/

Optimal Blue Rolls Out Innovations in New UI, Gen AI, Originator Capabilities and New No-Cost Solutions

PLANO, Texas /ScoopCloud/ -- Optimal Blue today announced its extensive plans for innovation across its complete capital markets technology ecosystem leading up to its Optimal Blue Summit, where innovations will be unveiled live.

"Our focus is on client profitability, so we are investing and delivering in areas that will have the biggest impact on a lender's bottom line," said Joe Tyrrell, CEO of Optimal Blue. "We're rolling out our new intuitive UI to all clients, introducing new tools to help loan originators be more effective and efficient, and delivering automation solutions to address real operational issues through our new GenAI capabilities - all at no cost to our clients. We are also introducing new data solutions at no incremental costs for clients and shifting a number of our current solutions to unlimited usage models to help our clients get the most out of our innovations."

New capabilities will be introduced into the core platform beginning in mid-September and continuing through the Optimal Blue Summit, a national user conference being held in San Diego in February. For originators, areas of innovative focus include new origination tools, such as true side-by-side loan scenario comparison functionality, simplified capabilities for configuration and margin management, and a new GenAI solution.

"We are focusing on delivering new value, at no additional cost, in order to help our clients improve their ROI on every loan," said Erin Wester, VP of product management for Optimal Blue. "I'm thrilled about our ability and commitment to innovate in ways that directly allow Optimal Blue clients to even further increase the value they currently receive, all while we continue to lead the market in our use of APIs and automation."

Generative AI solutions that address specific secondary market use cases, will be unveiled across all Optimal Blue's capital markets solutions. This initiative began with the company's Profitability Assistant, designed to help chief financial officers and capital markets executives better manage gain and loss down to the individual loan. New AI capabilities will continue to be added to the hedging and loan trading platform, and will be expanded into the Optimal Blue PPE, in the next two quarters. The GenAI solutions will culminate with a definitive GenAI "ask" functionality that will be unmatched in terms of the value lenders realize, solving complex business challenges and identifying critical profitability opportunities by clients simply asking a question.

"Optimal Blue has committed to significant investments in GenAI, providing these capabilities at no additional cost to our clients, and our engineering team is excited to build solutions that solve real problems and see high levels of utilization," said Seever Sulaiman, Optimal Blue chief technology officer. "These capabilities along with our machine-learning functionality, will enable automation for the entire end-to-end capital markets lifecycle, from origination through trading, making the data and processes more efficient, more accurate, and substantially faster."

Optimal Blue clients are invited to attend the inaugural Optimal Blue Summit February 3-5 at the Marriott Marquis San Diego Marina, where major product announcements will be made live. Additional details and registration information for the Summit are available on the Optimal Blue Summit 2025 webpage at https://www2.optimalblue.com/optimal-blue-summit/.

About Optimal Blue

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry's only end-to-end capital markets platform. The company helps lenders of all sizes and scopes maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that, in any market environment, allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

Logo link for media: https://www.Send2Press.com/300dpi/14-0625-s2p-optimal-blue-300dpi.jpg

Optimal Blue today announced its extensive plans for innovation across its complete capital markets technology ecosystem leading up to its Optimal Blue Summit, where innovations will be unveiled live. New capabilities will be introduced into the core platform beginning in mid-September and continuing through the Optimal Blue Summit, a national user conference being held in San Diego in February.

Related link: https://www2.optimalblue.com/