Surefire CRM Integration Partner

Optimal Blue

Benefits of Using Optimal Blue and Surefire Together

Integrating Optimal Blue with Surefire will enable all Surefire seats using OB to retrieve real-time rates & loan programs directly from OB for use on single property listing websites, open house flyers, rate alerts, calculators and more.

Loan officers can quickly create assets in Surefire CRM and share them with referral partners and individual borrowers. Clients who use Optimal Blue’s PPE (product and pricing engine) and Surefire can benefit from a seamless and connected experience by way of an API. There is no additional work on the client’s behalf necessary

Key Features

  • Seamless connection in Surefire dashboard, plug and play in just a few clicks.
  • Sophisticated yet intuitive user interface allows configuration of the OB platform within Surefire and accommodates your custom fields 
  • Choice and control of your pricing scenarios

Optimal Blue

Optimal Blue’s product and pricing solution delivers the most comprehensive functionality, enhances workflow efficiencies, and enables lenders to stay competitive and confidently execute profitable lending strategies.

Contact Details
Founded in 2002
Located in Plano, TX


Solutions that Scale for all Mortgage Lenders

No matter what your business role or company size, you’ll be able to get the job done with Surefire.

By Focus

Solutions by Business Role

Surefire offers features benefiting every business role in a mortgage organization.

By Team Size

Solutions by Company Size

Mortgage companies from a two-person shop to large mortgage banker can all use Surefire CRM to grow their business.


Sign Up for Free Daily Lock Float Email Alerts

Get rate alerts & analysis from market
experts sent to your inbox every weekday.


Give Surefire a Try!

The best way to find out what we offer is
to try it out yourself. We're confident that
you'll like what you see.

Pin It on Pinterest

Share This