Optimal Blue

Optimal Blue (formerly Secondary Interactive) is a company providing a marketplace platform for the mortgage industry. It develops solutions for secondary marketing, investor management, and compliance automation. The company also offers enterprise, competitive, and market data and analytics.

Employee Rating

Parent CompanyBlack Knight
HQPlano, TX, US
Cybersecurity ratingBMore
Optimal Blue was founded in 2002 and is headquartered in Plano, TX, US

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Key People/Management at Optimal Blue

Scott Happ

Scott Happ

Rick Allen

Rick Allen

Vice President, Business Transformation
John Jennings

John Jennings

Sue Baker

Sue Baker

Vice President, Product & Client Services
Bob Brandt

Bob Brandt

Vice President, Marketing & Alliances
Matt Cesarz

Matt Cesarz

Vice President, Software Engineering
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Optimal Blue Office Locations

Optimal Blue has offices in Plano, Appleton, Denver, Mequon and in 1 other location
Plano, TX, US (HQ)
5340 Legacy Dr building 2, 2nd floor
Appleton, WI, US
2500 E Enterprise Ave suite c
Denver, CO, US
110 16th St Mall #700
Mequon, WI, US
12075 Corporate Pkwy #203
Mission Viejo, CA, US
26137 La Paz Rd STE 260
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Optimal Blue Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$22.4 m


In total, Optimal Blue had raised $22.4 m. Optimal Blue is a subsidiary of Black Knight

Optimal Blue Operating Metrics

Jun, 2020


180 m

Services Provided


Trademarks (US)



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Optimal Blue Acquisitions / Subsidiaries

Company NameDateDeal Size
Resitrader , Inc.June 04, 2018
ComergenceMarch 30, 2017

Optimal Blue Cybersecurity Score

Cybersecurity ratingPremium dataset



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Optimal Blue Online and Social Media Presence

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Optimal Blue News and Updates

GTCR-backed Optimal Blue buys Comergence

Optimal Blue, which is backed by GTCR, has acquired Comergence Compliance Monitoring, a SaaS mortgage technology business. No financial terms were disclosed.

Optimal Blue announces acquisition of Comergence

In a deal that combines two recent winners of HousingWire Magazine’s HW Tech100, Optimal Blue announced Tuesday that it is acquiring Comergence Compliance. According to a release from the companies, all of Comergence's employees will be joining Optimal Blue as part of the deal.

Optimal Blue Blogs

The Bifurcation of Refinance and Purchase Rates

Published October 13, 2020 Historically, there has been little to no difference in refinance and purchase rates. A borrower looking to do a rate-term refinance on a primary residence would typically be offered the same rate as they would for a purchase loan on the same property—the mark…

Top PPE Capabilities You Need in a High Volume, Volatile Market

Differentiate your business and employ sophisticated product, pricing, and margin strategies Continue reading...

ACUMA Presents: Celebrating CU Mortgage Heroes—Leaders Credit Union

4 minFeaturingChris Gray, VP of Mortgage at Leaders Credit Union Discover the impactful story of Leaders CU and how they leveraged automation to accelerate growth and become a Top 300 mortgage lender in the credit union space. Listen to Interview → Continue reading...

NCSHA Annual Conference & Showcase

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The Risks & Rewards of Social Media in Mortgage

Published September 16, 2020 As social media becomes more pervasive, it presents an enormous opportunity to engage on these platforms with potential homebuyers. While it’s thought to be dominated by the younger generation, research shows that individuals of all ages are engaged online, …

FreddieMacCONNECT 2020

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Optimal Blue Frequently Asked Questions

  • When was Optimal Blue founded?

    Optimal Blue was founded in 2002.

  • Who are Optimal Blue key executives?

    Optimal Blue's key executives are Scott Happ, Rick Allen and John Jennings.

  • How many employees does Optimal Blue have?

    Optimal Blue has 230 employees.

  • Who are Optimal Blue competitors?

    Competitors of Optimal Blue include LoanLogics, Encompass and Total Expert.

  • Where is Optimal Blue headquarters?

    Optimal Blue headquarters is located at 5340 Legacy Dr building 2, 2nd floor, Plano.

  • Where are Optimal Blue offices?

    Optimal Blue has offices in Plano, Appleton, Denver, Mequon and in 1 other location.

  • How many offices does Optimal Blue have?

    Optimal Blue has 5 offices.