Maximize the Full Potential of Your MSR Portfolios
Gain Clarity Into MSR Assets
Uncover actionable insights with transparent, data-driven valuation tools that simplify the complexity of mortgage servicing rights and support smarter decisions.
Tailor Solutions to Your Scale
From emerging servicers to enterprise portfolios – choose valuation tiers that fit your business.
Leverage Broker Market Intelligence
Ensure valuations reflect real-time market dynamics with inputs from active MSR brokers.
Customize Assumptions With Precision
Control key modeling variables like prepayment speeds, credit risk, and float to match your portfolio strategy.
Monitor Loans With Daily Valuations
Access granular, loan-level insights daily to support retain/release decisions and pipeline management.
Integrate Seamlessly With Hedge Tools
Align valuation with risk management through direct integration with Optimal Blue’s hedge analytics and trading platforms.
Minimize Financial Statement Volatility
Reduce impairments and surprises by aligning origination and servicing valuations across your portfolio.
Adopt the Industry’s Trusted Standard
Join the majority of U.S. servicers who rely on Optimal Blue to value over 70% of servicing assets.
Track Performance in Real Time
Sync with servicing systems for continuous visibility into MSR performance and exposure.
Optimal Insights Blog
MSRs in Motion: What’s Next in a Shifting Market
MSRs influence more than servicing strategy – they shape pricing, hedging, liquidity planning, and retain-or-release decisions. Explore what’s changing in today’s split MSR market and why valuation discipline matters more than ever.
Modern valuation power. Proven portfolio insight.
Gain greater visibility onto MSR portfolios to inform profitable decision-making.
Deep visibility
Gain actionable insights into MSR performance relative to servicing activity, market movement, and projections.
Trusted nationwide
As mortgage servicing rights occupy larger portions of balance sheets, Optimal Blue’s MSR solutions provide critical portfolio insight to inform decisioning and more.
Choose the Delivery Option That Matches Your Business Goals
MSR PULSE
Daily servicing portfolio valuation summary report using broker-managed assumptions for fast, reliable insights.
LOAN-LEVEL PIPELINE MSR
Loan-level valuations for pipeline marks and retain/release decisions using lender-specific assumptions managed by an MSR broker.
LOAN-LEVEL PORTFOLIO MSR
Loan-level portfolio valuation with servicer-specific assumptions managed by MSR brokers, including evaluation of the need to hedge the MSR portfolio.
MSR PRO
Licensed analytics for servicers maintaining their own assumptions and prepayment models, including daily loan- and scenario-level MSR valuations, MSR hedging, enterprise reporting, and MSR bidding for aggregators and co-issue buyers.
Innovation Across the Optimal Blue Ecosystem
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 life cycle.
COMPETITIVE TRADE BLOTTER AND TBA TRADE INTEGRATIONS
IN COMPASSEDGE
Modernize TBA trading and broker-dealer pricing – no manual outreach or fragmented workflows.
Execute trades, track broker performance, and connect with any platform directly within CompassEdge for faster, more accurate, and transparent trading.
Resources
MSR Broker Integration
Bring visibility and timeliness to MSR Valuations, front-end pricing, and risk management.
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.
Identify the essential criteria to look for in a technology partner that can modernize your mortgage operations and drive real results.
