Optimal Blue provides an integrated platform to meet secondary marketing needs

Lending

The mortgage industry is aggressively pursuing the digital mortgage while margins are tight and competition is at an all-time high. Additionally, vendor integration is a must and consumers are requiring transparency like never before.

Because of all of these challenges, the industry is calling for an integrated platform, as well as more granular automation and functionalities. Optimal Blue, a pioneer in secondary marketing automation, offers an innovative, integrated, end-to-end platform that lenders rely on to meet and exceed their secondary marketing needs.

With the largest resource commitment to secondary marketing technology in the industry, Optimal Blue is used more widely than any other solution and is exclusively focused on helping lenders streamline the entire secondary marketing process, from content to commitment, and everything in between.

“Our comprehensive secondary marketing automation platform sits at the center of our Digital Mortgage Marketplace, which breaks down silos between industry participants – lenders, investors, and mortgage technology providers – and brings them together for mutual success,” said Optimal Blue CEO Scott Happ.

The Optimal Blue platform includes a robust content management application, a product eligibility and pricing engine (PPE), a hedge analytics and digital loan trading system, data and analytics, and the only social media compliance automation platform designed specifically for the mortgage industry.

In addition, Optimal Blue offers a comprehensive set of APIs and automatic connections to a broad network of best-of-breed mortgage technology providers and strategic partners.

Due to Optimal Blue’s size and reach, participants benefit from the “network effect.”

Investors and originators benefit from a larger pool of both buyers and sellers, while technology providers benefit from being connected to the largest networks of originators, investors and real-time content versus a “closed network” strategy.

By bringing loan buyers and sellers together — along with best-of-breed mortgage technology providers — on a single, unified technology platform, Optimal Blue equips every player in the secondary market to compete and thrive.

THE EXECUTIVES

optimal blueScott Happ, CEO

Scott Happ has 30 years of experience in financial services and mortgage lending technology. He founded Mortgagebot in 1997 and built the company into a nationally recognized SaaS solutions provider, selling the company to D+H in 2011. In 2016, Happ teamed with GTCR, a leading private equity firm, to acquire Optimal Blue, where he serves as CEO

Sue Baker, VP of Product and Client Servicesoptimal blue

Sue Baker brings over 30 years of experience in the mortgage industry, beginning as a loan officer and later assuming responsibility for sales and training for a network of over 200 loan officers. She also designed a software solution that allowed loan officers to gather applications and request online underwriting approval electronically at the point of sale. Baker serves as chief product officer at Mortgagebot.  

optimal blueBob Brandt, VP of Marketing and Alliances

Bob Brandt has more than 20 years of experience in the financial services industry. Prior to Optimal Blue, Brandt established and managed the sales and marketing organization at Mortgagebot, where over 15 years he helped the company acquire productive, multi-year relationships with more than 1,500 banks and credit unions nation-wide and was named to the Inc. 500 list of America’s fastest growing companies.

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