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Optimal Blue rolls out AI-powered Originator Assistant

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Technology
Tuesday, May 13, 2025

Optimal Blue announced the general availability of the artificial intelligence (AI)-powered Originator Assistant as an addition to the Optimal Blue PPE.

“Leveraging generative AI, Originator Assistant eliminates human bias in the loan structuring process and helps originators identify all options for a borrower, providing more ways to help consumers realize the American dream of homeownership,” Optimal Blue stated in a release.

Unveiled at the Optimal Blue Summit in February and now available to all Optimal Blue PPE clients, Originator Assistant is an AI-powered recommendation engine that simplifies loan structuring by identifying alternate scenarios with more competitive pricing, according to a release.

The tool detects pricing breakpoints and suggests opportunities for more strategic loan discussions. It also evaluates loan options based on various parameters while searching for pricing incentives or opportunities for adjustment to achieve different terms.

Optimal Blue also announced the beta release of enhanced Lock Extensions workflows, a feature reimagined in collaboration with the company’s clients. This feature gives lenders greater control, automation and flexibility over lock extension policy management.

The new Lock Extensions experience allows Optimal Blue PPE users to configure policies across multiple investors using global product groups, significantly reducing manual work and complexity.  It also introduces a step-by-step configuration workflow, advanced toggles to support compliance considerations, and automation tools for processing and tracking extension requests.

“Originator Assistant and our enhanced Lock Extensions feature are great examples of how we listen closely to our customers and build solutions that solve real problems,” Optimal Blue Chief Product Officer Erin Wester said in a release. “These latest enhancements demonstrate that innovation is not just a promise at Optimal Blue, it’s a practice.”

Both enhancements are accessible by Optimal Blue PPE clients with no setup required. Originator Assistant runs automatically, and existing lock extension policies will be migrated to the new Lock Extensions experience.

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