PLANO, TX (May 19, 2025) |
Optimal Blue today announced that Ask Obi, an AI-powered assistant designed to help mortgage lending executives extract real-time insights from across Optimal Blue’s capital markets platform, is now generally available to all PPE clients. Introduced at the company’s inaugural user conference in February and refined through beta testing with select clients, Ask Obi provides executives with fast answers to complex profitability questions at no additional cost.
Ask Obi is built for executive decision-makers who need reliable, data-driven answers to complex business questions. By aggregating data across Optimal Blue’s solutions, it enables users to ask conversational questions – such as ‘where did margins shift the most last quarter?’ or ‘which branches issued the highest concessions last month?’ – and receive clear, visual responses that support confident, strategic decisions. An interface sidebar retains previous queries, making it easy to revisit past prompts or rerun commonly used questions with a single click.
“Ask Obi fills a critical need for lending leaders: making capital markets performance data not just accessible, but actionable,” said Erin Wester, chief product officer at Optimal Blue. “What makes Ask Obi stand apart is its ability to synthesize information across systems. Most AI tools in our space are focused narrowly on origination workflows, but Ask Obi helps executive teams view their operations holistically and at a level that’s often difficult to achieve without a dedicated analyst.”
Although available as a standalone product, Ask Obi is powered by and seamlessly connected to other Optimal Blue offerings. The more products a client uses, the deeper and more contextual Ask Obi’s insights become. As part of a broader rollout of AI-powered capabilities, Ask Obi complements tools like Optimal Blue’s recently launched Originator Assistant, which helps front-line originators compare and present optimal loan scenarios.
Ask Obi’s general availability comes just ahead of the Mortgage Bankers Association’s Secondary and Capital Markets Conference and marks another milestone in a series of planned enhancements for Optimal Blue clients this year.