Say goodbye to juggling different tools. Manage every stage, from borrower intake to loan approval, in one place.
Reduce manual tasks by up to 50% with AI-driven automation for document collection, compliance checks, and data entry.
Provide clients and partners with transparent, real-time updates, building trust and reducing repetitive communication.
Security and Trust You Can Count On
We prioritize the security of borrower data with SOC 2 compliance, ensuring robust safeguards for data privacy and regulatory adherence. This commitment builds trust and confidence in every transaction.
Real-Time, Competitive Loan Pricing
With LoanSifter by Optimal Blue, brokers can instantly access live, accurate mortgage pricing. Provide borrowers with tailored loan options in seconds, enhancing decision-making and streamlining the loan process.
Accelerate Approvals with Dual Underwriting
Our platform integrates with Fannie Mae and Freddie Mac’s Automated Underwriting Systems (AUS), enabling simultaneous submissions. Maximize loan approvals, minimize delays, and improve underwriting efficiency.
Instant Verification, Faster Closings
Leverage Finicity’s verification services for assets, income, and employment. Reduce manual processes and speed up loan approvals while enhancing accuracy and borrower satisfaction.
Accuracy You Can Depend On
Automated fee calculation ensures precise, compliant disclosures for borrowers. Simplify the closing process, eliminate manual errors, and maintain transparency at every stage.
Fast, Secure, Paperless Signing
Our built-in e-signature solution lets borrowers sign documents online with ease. Expedite the loan process, reduce paperwork, and enhance the overall borrower experience with secure, digital signatures.
Optimus ensures a seamless customer experience with features that foster transparency and efficiency:
Real-Time Pricing: Provide clients with accurate, live mortgage rates and product options, allowing them to make faster, informed decisions.
Transparency: Keep borrowers informed at every step of their loan journey with real-time status updates and communication.
Benefit: Boost client trust and satisfaction while increasing completion rates by leveraging a transparent, user-friendly experience.
Managing customer interactions and engagement is seamless with Optimus:
Integrated CRM: Track leads, manage borrower interactions, and oversee the entire loan pipeline in one place.
Automated Client Engagement: Use built-in tools to send reminders, status updates, and follow-ups, enhancing borrower communication without additional workload.
End-to-End Management: Ensure every borrower receives consistent support throughout their journey, improving retention and conversion rates.
Benefit: Eliminate the complexity of using multiple systems and improve productivity through a centralized CRM that automates customer engagement.
Empower your team to achieve more with less effort:
Automation Reduces Workload: Optimus automates document collection, verification, underwriting, and compliance checks, significantly reducing manual tasks.
Time Savings: Loan officers and processors spend less time on administrative duties and more time focusing on high-value tasks, driving efficiency.
Cost Reduction: By cutting loan cycle times to under 25 days and automating routine tasks, operational costs can be reduced by up to 85%.
Benefit: Increase profitability and operational efficiency by enabling loan officers and processors to handle more loans with fewer resources.
Strengthen your partnerships and accelerate your business growth:
Realtor Portal: Real estate partners can access a secure portal with real-time loan status updates, generate pre-approval letters, and stay informed without involving loan officers.
Efficiency in Collaboration: Realtors are empowered to support their clients more effectively, reducing delays and enhancing the referral process.
Faster Closings: Improved communication and process visibility contribute to quicker loan approvals and closings, increasing satisfaction for all parties involved.
Benefit: Create a more collaborative, efficient process that encourages repeat referrals from realtors and boosts your brokerage’s reputation in the market.
Optimus unites every step, from intake to closing, with powerful automation and real-time integration.
See how Optimus redefines mortgage success.
