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Mortgage pricing and secondary marketing
Optimal Blue is mortgage pricing software offering a mortgage product pricing engine and secondary marketing platform for lenders. Founded in 2002 and based in Plano, Texas, USA, Optimal Blue helps mortgage lenders work more efficiently and achieve better outcomes.
Optimal Blue is built for mortgage lenders. It suits teams that want product and pricing engine without spreadsheets and disconnected tools.
Compared with alternatives like Polly, Optimal Blue differentiates on product and pricing engine. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Optimal Blue for growing teams. Contact for a quote.
Advanced Optimal Blue for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| product and pricing engine | , | |
| hedging and secondary marketing | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| loan trading | , | |
| market analytics | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Digital lending platform for banks, credit unions, and lenders
Customer engagement for financial institutions
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