Boost Efficiency, Insight, and Retention with Capture by Optimal Blue
Automated portfolio analysis
Instantly analyze loan portfolios for refinance opportunities.
Save time and reduce manual work
Save your team hours per week reviewing, researching, and calculating refinance opportunities.
Automated and accurate calculations
Gain actionable insights into loan-level performance and optimize margins across your pipeline.
Seamless connection
Integrated with the Optimal Blue® PPE to deliver accurate scenario calculations using a lender's current pricing.
Create borrowers for life
Keep company and originator brands in front of potential consumers by providing valuable, relevant offers.
Retain talent
Improve recruiting, retention, and third-party originator loyalty in an increasingly competitive market
Choose the Capture Solution That Fits Your Retention Strategy – or Both!
Whether you need actionable lead intelligence or automated refinance targeting, Capture Lead Analytics and Capture for Originators empower you to convert more opportunities and retain more borrowers.
Automated Efficiency
Capture for Originators streamlines refinance targeting, saving loan officers hours each week.
Data-Driven Insights
Capture Lead Analytics delivers actionable intelligence for smarter lead management and conversion.
Capture for Originators
Capture for Originators within the Optimal Blue PPE enhances management of refinance opportunities for loan officers beyond simple rate alerts. This feature provides an in-depth dashboard and analysis of closed loans, significantly reducing the time loan officers spend researching and investigating opportunities. Send borrowers customized offers in one click.
Capture Lead Analytics
Gain actionable insights into lead behavior and conversion. Optimize marketing efforts and improve pipeline quality with advanced analytics. Capture identifies loans within a servicing portfolio or lead database that could benefit from refinancing based on current home equity and/or current first-lien rates, as well as those that may be eligible for home equity offers based on up-to-date home price data. Once the secondary user reviews the report, refinance leads can be shared with loan officers for pursuit or pushed to a CRM.
Latest Innovations
BROKER SEARCH DATA LICENSE
Gives wholesale and non-QM investors a previously unavailable view into broker demand across the market.
PIPELINE MONITORING
IN THE OPTIMAL BLUE PPE
Automates the oversight of pipeline changes affecting pricing or eligibility post initial lock.
INTEGRATION STUDIO
IN COMERGENCE
Allows clients to connect seamlessly with external tools, such as Salesforce, through a no-code integration marketplace or build custom workflows with APIs.
Resources
Mortgage Loan Recapture Strategies: How Lenders Can Turn Retention Into Revenue
Learn how mortgage lenders can use loan recapture strategies, borrower retention data, and refinance insights to drive customer loyalty and long term mortgage revenue.
Unlocking Refi Potential
Learn how Capture for Originators turns past loans into future wins.
Five New Innovations Delivering Results for Lenders
Learn how five new technology innovations help lenders improve efficiency, manage risk, and achieve better results in today’s mortgage market.
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.
