Optimal Blue

Surefire CRM Integration Partner

Optimal Blue

Benefits of Using Optimal Blue and Surefire Together

Integrating Optimal Blue with Surefire will enable all Surefire seats using OB to retrieve real-time rates & loan programs directly from OB for use on single property listing websites, open house flyers, rate alerts, calculators and more.

Loan officers can quickly create assets in Surefire CRM and share them with referral partners and individual borrowers. Clients who use Optimal Blue’s PPE (product and pricing engine) and Surefire can benefit from a seamless and connected experience by way of an API. There is no additional work on the client’s behalf necessary

Key Features

  • Seamless connection in Surefire dashboard, plug and play in just a few clicks.
  • Sophisticated yet intuitive user interface allows configuration of the OB platform within Surefire and accommodates your custom fields
  • Choice and control of your pricing scenarios

Optimal Blue’s product and pricing solution delivers the most comprehensive functionality, enhances workflow efficiencies, and enables lenders to stay competitive and confidently execute profitable lending strategies.

Contact Details
www.optimalblue.com
Founded in 2002
Located in Plano, TX

Common Questions

What is Optimal Blue?

Optimal Blue operates the mortgage industry’s digital marketplace which connects lenders, investors and providers with comprehensive secondary marketing solutions, market leading capabilities and value-added services that deliver results. At the center the marketplace is a common repository of searchable and actionable loan programs and loan-level price data that is leveraged in real time by more than +160,000 users, +1,600 clients, and +160 investors.

What Solutions does Optimal Blue offer?

  • Secondary Marketing
    • Product and Pricing Engine for both Lenders and Brokers
    • Hedge Analytics
    • Loan Trading
  • Investor Management
    • Marketplace Access
    • Counterparty Oversight
    • Prospect Marketing
  • Compliance Automation
    • Social Media Compliance

How does Optimal Blue PPE help Loan Officers?

Optimal Blue allows Loan Officers the ability to quote the absolute best mortgage pricing each and every time. Loan Officers have the ability to customize to their unique business needs:

  • Scenario-specific pricing
  • Best pricing alternatives
  • Side-by-side price comparisons
  • Create custom blended pricing

What mortgage products are included within Optimal Blue PPE?

Leverage Optimal Blue to gain access to hundreds of investors offering thousands of mortgage products. Robust product support for all mortgage types, including:

  • Conforming
  • Non-conforming
  • Government
  • Housing Finance Authority
  • Expanded guidelines
  • Portfolio

Can Optimal Blue integrate with Loan Origination Systems?

Optimal Blue integrates with many LOS systems. Integration information for Optimal Blue is up to date on their website.

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