Power, without the complexity.
See more. Know more. Do more – from decision to execution.
A better way to operate in secondary marketing
Too often, capital markets decisions are made in one place – and executed in another. Disconnected systems, manual workflows, and limited visibility make it harder to capture full margin opportunities and execute consistently, creating gaps between pricing, hedge strategy, and loan sale execution.
These gaps lead to missed opportunities and inconsistent outcomes across the workflow.
CompassEdge brings together advanced hedging, loan trading, analytics, and AI-driven insight into a single, connected workflow.
So what you price is what you can execute – with greater alignment, visibility, and control across every stage.
One connected platform.
Total life cycle alignment.
CompassEdge connects pricing, hedging, and execution into one continuous workflow – eliminating handoffs and ensuring decisions carry through from lock to loan sale.
Align pricing with execution
Ensure pricing strategies reflect real market conditions and outcomes.
Maintain strategy consistency
Support best efforts, mandatory, and hybrid approaches seamlessly.
Reduce workflow friction
Eliminate disconnected tools, rekeying, and manual handoffs.
Carry decisions forward
Move from pricing through execution without losing alignment.
Advanced capability – without the friction
CompassEdge delivers sophisticated capital markets functionality through a modern, intuitive experience.
From hedge management and loan trading to MSR valuation and execution optimization, the platform supports sophisticated strategies through a modern, intuitive experience.
This is where powerful modeling meets usability: enabling teams to operate at a high level without slowing down day-to-day workflows.
Built for how your team works
CompassEdge replaces fragmented tools, spreadsheets, and manual handoffs with integrated workflows and automation, helping teams move faster while reducing operational risk. AI-assisted analysis and real-time alerts help teams identify issues earlier, reduce rework, and move faster from insight to action.
Eliminate manual workflows
Move beyond spreadsheets and disconnected tools.
Surface issues earlier
Use real-time alerts and insights to identify problems faster.
Improve visibility
Get a clearer view into performance and next actions.
Reduce operational risk
Increase consistency and control across the workflow.
The platform is designed to support both operators and executives, delivering the clarity, transparency, and control needed to manage performance across the business.
What connected workflows can deliver
When pricing, hedging, and execution are aligned, lenders improve consistency, reduce missed margin, and operate more efficiently.
AI-driven decisioning, built into the workflow
CompassEdge embeds AI directly into capital markets workflows – helping teams understand what changed, why it changed, and what to do next.
- Quickly understand what’s driving profitability changes
- See changes in hedge exposure as they happen
- Forecast pipeline performance with greater accuracy
- Get recommended hedge and trade actions
- Reduce manual analysis and guesswork
Profitability Assistant
Explain profitability changes and key performance drivers.
Position Assistant
Track hedge exposure changes and understand what’s driving them.
Projections Assistant
Forecast pipeline performance and evaluate execution scenarios.
Trade Assistant
Guide trade and hedge decisions with AI-driven recommendations.
Instead of reacting to reports after the fact, users gain real-time, contextual insight that drives faster, more confident decision-making. AI assistants work alongside your team to surface key performance drivers, highlight exposure changes, and guide next steps, reducing manual analysis and accelerating the path from insight to execution.
See how CompassEdge has evolved quarter by quarter
Explore the innovations added to CompassEdge over time. Hover over a quarter for a quick preview, or select one to view the full release highlights.
More powerful because it’s connected
CompassEdge is part of Optimal Blue’s end-to-end capital markets ecosystem, directly connecting front-end pricing with back-end execution through native integration with the Optimal Blue PPE and real market data. This ensures that decisions made upstream reflect real market conditions and execution realities – improving pricing accuracy and reducing downstream surprises.
Rather than simply providing access to counterparties or execution channels, CompassEdge aligns pricing, hedge strategy, and loan sale decisions in one ecosystem – giving lenders greater control over how decisions are made and delivered.
Go beyond CompassEdge
See how Optimal Blue’s hedging and trading solutions bring together real-time trading, automated hedge management, and actionable analytics across the broader capital markets workflow.
Explore the full solution set, including CompassEdge, hedge analytics, and loan trading.
Explore Hedging & Trading Solutions →Real outcomes across different approaches
See how lenders validate CompassEdge – from measurable results to speed of implementation and platform capabilities.
Unlock your Edge.
See how CompassEdge can help your team make better decisions, execute with confidence, and capture more value across every loan.
