ACUMA Inside Track Webinar- Pipeline Productivity: Creating Value for Members in Competitive Markets

When:  Apr 4, 2024 from 13:00 to 14:00 (CT)

Credit unions understand that members seek and deserve competitively priced mortgage options. But the path to achieving balance between serving members and maintaining financially sound pricing methodologies can be murky.

Establishing a competitive rate sheet, managing interest rate risk, and properly valuing the mortgage servicing asset are a few of the key drivers of success for credit unions looking to grow their mortgage origination and servicing businesses.

Join capital markets experts from Optimal Blue to learn more about the opportunities and risks associated with developing sound pricing and valuation policies for your institution. We’ll discuss how to apply analytical tools and straightforward financial instruments from FNMA/FHLMC to mitigate the risk of financial loss, improve bottom-line results, and operate more successfully in the competitive mortgage lending arena.

Attendees will:

     - Gain insights into using data and business intelligence to establish competitive mortgage pricing

     - Understand the availability of all hedging vehicles and their application relevance

     - Learn about the role mortgage servicing rights (MSRs) play in competitiveness and member retention

Sponsor Company description: As the market leader in mortgage secondary marketing technology and actionable data, Optimal Blue helps credit unions price, lock, hedge, and trade loans. Optimal Blue supports the industry's largest network for secondary market buyers and sellers on its premier Marketplace Platform, helping credit unions serve their members and communities. Capabilities include: product, pricing, and eligibility; hedge analytics; loan trading; MSR valuation; social media monitoring and publishing; and counterparty oversight. Learn more at OptimalBlue.com.