Agenda

Day One

Monday, February 1

Training, Networking & Arrival Experiences

Make Monday count with focused learning, time to connect, and an energizing start to Summit week.

  1. Golf Event

  2. Registration Open

  3. Solutions Lab & User Training

  4. Welcome Reception

Day Two

General Sessions & Breakouts

Tuesday, February 2

Main Stage

General Session: What’s New at Optimal Blue

Joe Tyrrell Erin Wester Sara Holtz
Main Stage

Executive Client Panel

Choose Your Track

Breakout Sessions
10:00 – 10:45 AMBreakout Sessions
11:00 – 11:45 AMBreakout Sessions
2:15 – 3:00 PMBreakout Sessions
3:15 – 4:00 PMBreakout Sessions

Networking Party

Day Three

Industry Perspectives & Closing Sessions

Wednesday, February 3

  1. Breakout Sessions

  2. Breakout Sessions

  3. Breakout Sessions

  4. Conference Concludes

Explore the Breakout Tracks

Choose the conversations that move your business forward

Explore four focused tracks spanning AI, growth, operational strategy, and transformative technology. Expand a track to preview featured sessions.

Leverage AI, Data & Automation

Explore how AI, data, and automation are changing the way organizations make decisions, improve productivity, anticipate market shifts, and uncover new business opportunities. These sessions will bring together practical applications and forward-looking perspectives to help leaders understand what is possible today, what may be coming next, and how these capabilities could influence the future of their businesses.

Featured breakout sessions include:

  • Beyond the AI Hype
  • Secret Value of Mortgage Data
  • How to Build a Data Team Without People
  • Which Data Predicts the Future
  • The Data Elements Used for Smarter Business Decisions
  • AI’s Next Steps and What Big Steps Are Coming to Mortgage
Grow Your Business

Discover practical strategies for pursuing new opportunities, protecting profitability, strengthening business relationships, and realizing more value from your technology investments. From new market segments and execution options to adoption, margin management, and measurable business outcomes, these sessions will help leaders identify ways to drive sustainable growth across their organizations.

Featured breakout sessions include:

  • Proof Over Promises
  • Non-QM: The New Growth Engine
  • Tips & Tricks of High-Adoption Lenders
  • The Hidden Basis Points
  • Agency Direct: Smarter Execution at Your Fingertips
  • How to Hear What Your TPOs Have Already Told You
Operational Excellence

Learn how leading organizations are navigating increasingly complex pricing, risk, execution, and operational decisions. These sessions will examine strategies for improving readiness, managing risk, expanding execution options, connecting decisions across the mortgage life cycle, and strengthening capital markets performance.

Featured breakout sessions include:

  • 5 Ways to Expand the Execution Playbook
  • How to Plan for the New Credit Scores
  • The Hedging Strategy Required for Non-QM
  • The Pull-Through Shift: Behavioral Intelligence for Better Hedges
  • How to Maximize Profitability From Rate Sheet to Servicing
  • Why Risk Is Not the Enemy of Growth
Business-Changing Tech

See transformative technology in action and explore how modern interfaces, connected platforms, integrations, automation, and actionable intelligence can improve the way work gets done. These sessions will highlight opportunities to simplify complex workflows, increase adoption, strengthen decision-making, and unlock greater value across mortgage operations and capital markets.

Featured breakout sessions include:

  • Increase Your ROI Without Spending a Penny
  • The Future of UI for Secondary Markets
  • Trading Integration Secrets That Move the Needle
  • How Ratesheets Have Become Margin Intelligence Tools
  • Connect the Journey: Prospect, Lock, and Hedge Through an Integrated Capital Markets Platform
  • The Next Big Thing

Sessions are subject to change. Full session descriptions, speaker and panelist details, and schedules will be available on December 1 in the official Summit 2027 conference app.

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Optimal Blue Summit 2027

Stay tuned for agenda updates as we get closer to the Optimal Blue Summit.

Register for Summit 2027