Optimal Blue vs MortgageCoach

Access the industry’s most widely used product, pricing and eligibility engine anywhere! Optimal Blue PPE (OB) Mobile provides key functionality to support loan officers and other mortgage industry professionals on-the-go. The app allows you to track the Optimal Blue Mortgage Market Indices (OBMMI™) and receive push notifications for updates. OBMMI™ provides the most comprehensive, accurate, timely, and interactive analysis of pricing ever conducted in the mortgage industry. Calculated from actual locked rates with consumers across 42% of all mortgage transactions nationwide, OBMMI includes multiple mortgage pricing indices developed around the most popular mortgage products. For Optimal Blue customers, you can also log in to price scenarios and save favorites to your dashboard for quick access. Scenarios can be automatically refreshed with a single tap, allowing you to easily see the best product, rate, price and more. This capability helps you understand how interest rates are moving on a given day, directly from your mobile device – no paper rate sheet required! These easily accessible scenarios can assist in conversations with prospective borrowers before an application is taken. With the app, Optimal Blue customers can access the full array of pricing inputs you’re used to seeing on the web version of the Optimal Blue PPE, including any custom fields. This allows for an instant, accurate quote. Additionally, search results include the full granularity you’re used to accessing on the web. All eligible products and rates are displayed, including any adjustments, notes and advisories. Ineligible products are displayed along with an ineligibility reason.

The MortgageCoach app is the mobile powerhouse for MortgageCoach users. It transforms your database into a proactive sales engine, helping Loan Officers turn data into deals—anytime, anywhere. Key Features for Modern Loan Officers Presentations on the go: Generate loan comparison presentations (TCAs) on the go. Whether you're starting from scratch or from an opportunity, our streamlined interface focuses on the most impactful fields, making it easy for new users to master in minutes. Video Branding & Highlights: Make your presentations personal. Record and add videos directly from your phone, and use the highlight tool to guide your borrower’s attention to the most important financial details, whether created on mobile or desktop. AI-Powered Summaries: Review instant AI Summaries of conversations between your borrowers and the AI assistant, ensuring you always know what the borrower is curious about. Real-Time Urgency: Never miss a "ready" borrower. Receive instant push notifications the moment a borrower engages with your TCA or hits a financial milestone where they could benefit from a new loan. Deep Context & Discovery: Stop guessing and start coaching. Drill into the "why" behind every opportunity with full access to property, borrower, and financial data. You’ll enter every conversation with a complete understanding of the borrower's unique benefits. Actionable Next Steps: Move from insight to outreach in one tap. Access pre-written email, text, and phone scripts alongside recommended TCA strategies. Use "Click to Contact" buttons to launch your next conversation instantly.