Leverage AI to automate repetitive tasks, streamline collaboration, and unify your entire loan lifecycle in one intelligent platform.
Automate critical tasks like disclosures, underwriting decisions, compliance monitoring, and SLA tracking to save time, minimize errors, and maintain regulatory confidence.
Real-time rates to stay competitive. Leverage Optimal Blue or our proprietary PPE for accurate, borrower-focused pricing in an ever-changing market.
Deliver real-time, borrower-specific pricing with Optimal Blue or our proprietary PPE, powered by automation to adjust for market changes instantly.
Automate decision-making with AI-driven tools that process data in seconds, track tasks to SLAs, and speed up loan approvals without compromising accuracy.
Simplify the closing process by seamlessly collaborating with title companies to balance CDs. Eliminate errors and speed up closings with real-time communication and task tracking.
Stay on top of clear-to-close milestones with automation that ensures every step is accounted for. Keep loans moving forward with real-time updates and actionable notifications.
Ensure compliance with AI-powered tools that automate redisclosures, UCD, ULDD and TRID requirements, and fraud detection, simplifying your workflow.
Your borrowers’ data is safeguarded with enterprise-level security. SOC 2 compliance ensures privacy, regulatory adherence, and confidence in every interaction across your operations.
Empower your team with tools that enhance decision-making and borrower satisfaction.
Optimal Blue and Proprietary PPE Integration: Offer real-time, competitive pricing with unmatched accuracy.
AI-Powered Underwriting: Automate decisions and track SLAs for faster, more reliable approvals.
Dynamic Pricing Updates: Adjust rates instantly based on market conditions and borrower data.
Benefit: Enhance borrower satisfaction and reduce approval times with smarter pricing and underwriting tools.
Stay ahead of regulatory requirements while reducing the burden of manual compliance tasks.
Built-In Compliance Checks: Automate UCD, ULDD, TRID, and redisclosure requirements.
Automated Redisclosures: Notify borrowers instantly of any changes, ensuring transparency and regulatory adherence.
Fraud Detection: Use AI tools to detect inconsistencies and mitigate risks in real-time.
Benefit: Ensure compliance and transparency while saving time with automation tools designed for regulatory ease
Optimus delivers a superior client journey with innovative features that emphasize clarity, simplicity, and efficiency.
Live Rate Integration: Deliver precise and up-to-date mortgage rates to help clients make faster, more confident decisions.
Real-Time Updates: Keep borrowers in the loop throughout their loan journey with timely notifications and clear communication.
Borrower-First Portal: Empower clients to independently upload documents, monitor their loan progress, and receive instant updates, minimizing the need for loan officer intervention.
Benefit: Increase completion rates by providing a streamlined, self-guidedloan experience.
Simplify how you manage borrower relationships and streamline communications with Optimus.
Centralized CRM: Monitor leads, oversee client interactions, and manage your loan pipeline within one cohesive platform.
Automated Communication Tools: Leverage built-in features to send reminders, updates, and follow-ups, ensuring consistent client engagement with minimal effort.
Comprehensive Client Support: Provide seamless assistance throughout the borrower journey, boosting satisfaction and retention rates.
Benefit: Streamline operations and maximize efficiency with a fully integrated CRM that automates and enhances client communication.
Streamline every stage of the loan process with tools designed to reduce manual tasks and enhance efficiency.
Unified Workflow Integration: Connect pricing, underwriting, compliance, and closing in one seamless platform.
Collaborative Closing Management: Partner with title companies directly to balance CDs and finalize transactions faster.
Automated Clear-to-Close (CTC): Track tasks and automate milestone notifications to keep processes on schedule.
Benefit: Improve operational efficiency with a fully integrated platform that simplifies loan processes from start to finish.
Optimus powers Independent Mortgage Banks with end-to-end solutions, from pricing to closing, combining advanced automation and seamless integration. Experience how Optimus elevates efficiency and scales success.
