Secondary marketing software firm Optimal Blue reports that its AI assistant, Ask Obi, is now generally available to all product & pricing engine (PPE) clients.
The AI-powered assistant is designed to help mortgage lending executives extract real-time insights from across Optimal Blue’s capital markets platform.
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, the firm says in a release. 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,” says 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.”
Earlier this month, Optimal Blue announced general availability of another AI assistant called Originator Assistant, a new addition to the Optimal Blue PPE that uses generative AI to eliminate human bias in the loan structuring process.