Discover the Full Power of Optimal Blue’s Hedging & Trading Solutions
CompassEdge Hedging & Loan Trading Platform
Trade smarter with one powerful platform – CompassEdge brings together hedging, loan trading, and analytics into one intuitive interface, streamlining execution and maximizing profitability across your pipeline.
Hedge Analytics
Protect margins with smarter hedging – model pipeline risk, forecast market impact, and optimize strategies to reduce exposure and preserve profitability.
Loan Trading
Execute trades with speed and precision – Resitrader connects buyers and sellers to trade loans in real time, reduce bid tape friction, and improve execution outcomes.
Sell Loans in Just Six Clicks
Accelerate execution with a simplified, efficient workflow.
Visualize Hedge Posture and Net Open Positions
See the impact of loan sales and new production before executing.
Built for Every Originator’s Unique Needs
Whether you're growing or optimizing, our platform scales with you.
Intuitive User Interface
Navigate complex trades with ease using a clean, user-friendly interface.
Use TRUE BESTX™ to identify optimal execution paths
Manage risk seamlessly with tailored analytics and intelligent trade suggestions.
Customize Your Experience
Develop custom integrations between in-house systems and Optimal Blue for a seamless experience.
Empowering confident execution across mortgage capital markets
Trust the industry’s most comprehensive hedging and trading solutions, purpose-built to help lenders navigate market volatility, protect margins, and optimize loan sale execution.
Optimal accuracy
Optimal Blue delivers near-perfect pricing precision across the loan life cycle.
Trusted by capital markets professionals nationwide
From hedge analytics to automated loan trading, Optimal Blue powers the decisions behind mortgage volume daily.
SMARTER DECISIONS WITH GENERATIVE AI
Make faster, data-backed decisions with AI-powered assistants in CompassEdge – attribute gains and losses with precision, forecast pipeline performance, suggest optimal hedge selections, and more.
REAL-TIME RISK MANAGEMENT
Minimize losses and maximize profitability with real-time risk tools.
SEAMLESS CONNECTIONS
Connect hedging & trading tools directly to the Optimal Blue PPE for unmatched pricing precision.
EXPERT SUPPORT
Tap into tailored guidance, market insights, and education programs that empower smarter decision-making, risk management, and partner selection.
Hedging & Trading Insights
Knowing When to Move Beyond Best Efforts
As production scales, execution matters.
Jim Glennon, SVP of hedging and trading operations, shares insights into when moving from best efforts to mandatory execution can make sense for lenders.
Latest Innovations
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.
RATESHEET GENERATION
IN COMPASSEDGE
Connect front-end pricing with back-end pricing.
Generate precise ratesheets by connecting front-end and back-end pricing through Optimal Blue’s seamlessly integrated ecosystem.
CONFIRM ASSISTANT
IN COMPASSEDGE
Processes TBA trade confirmation files quickly using AI-powered document analysis.
Leverage the power of AI to give loan officers recommendations and insights to help identify alternate loan scenarios to offer more options for borrowers.
Hear what our customers are saying
HMA Mortgage
“Optimal Blue has everything we need – AOTs online, best effort pricing, a wide relationship network with investors and lenders, and much more. I love being active in all aspects of the trading process, and I can accomplish tasks in minutes through CompassEdge.”
- Amanda Avila, SVP Secondary Capital Markets
Mutual of Omaha Mortgage
“The addition of the daily AI briefing email has quickly become one of the most valuable emails I receive. As a capital markets executive, it’s critical for me to review and validate many different reports and metrics to ensure our hedging strategy is performing as expected.”
- Matthew Nyman, SVP, Director of Secondary Markets
RWM Home Loans
“There are so many moving pieces when transitioning hedging & trading systems. Optimal Blue ensured that our go-live date was comfortable while also ensuring efficient implementation. And that’s exactly what was delivered on, and I couldn’t be happier.”
- Matt Antenore, EVP Capital Markets
Resources
AI in Hedging and Trading: How CompassEdge Automation Can Support Operational ROI
Learn how AI driven automation in CompassEdge can help hedging and trading teams improve efficiency, reduce manual workflows, and support operational ROI.
PHH Mortgage Corporation’s Swift Implementation with Optimal Blue
Read how PHH Mortgage Corporation leveraged Optimal Blue’s advanced technology to enhance hedging and trading efficiency in under 60 days.
A Capital Markets Platform That Pays for Itself
Read how Premium Mortgage leveraged Optimal Blue’s CompassEdge platform to improve pricing and modeling accuracy, which saved the lender enough in lost revenue to pay for itself.
Top 5 Benefits of Hedging and Trading With Optimal Blue
Discover how Optimal Blue’s hedging and trading platform empowers lenders to automate operations, manage risk in real time, connect robust data, leverage advanced analytics, and access expert support for capital markets success.
