Integrated SMAs

ALM First is an SEC-registered investment advisor and strategic partner to approximately 350 financial institutions nationwide. With more than $65 billion of investments under management (as of September 30, 2021), ALM First offers commission-free, fee-based services. ALM First’s capital markets expertise extends to secondary market services for mortgage originators including comprehensive pipeline hedging and MSR advisory services.

Blue Loans provides customized secondary market support to mortgage lenders including consultation, outsourcing, and technology solutions. Blue Loans’ technology platform, Secondary Manager, is a comprehensive control center that simplifies the secondary process and protects your gain on sale.

We believe that through conservative risk management and intense regulatory insight, we can offer extensive modeling capabilities, oversight driven by risk limits and tighter attribution. Our key pillars of success include pricing, distribution, risk management & operational excellence. These are areas where we are committed to delivering the very best results to our clients. Our goal is to create, protect and enhance the value proposition for our customers and their key stake holders.

The ICE Mortgage Technology Platform empowers lenders and investors to engage homebuyers and efficiently originate, close, sell and purchase loans that maximize ROI across their business… all from a single system of record. The platform delivers a true digital mortgage experience across your entire workflow for every channel, every loan transaction and every customer type.

Innovient is a trusted provider of tailored solutions for pricing, bulk bidding, best execution, and analytics. Since 2002, our capital markets partners have maximized profitability with unparalleled precision, discovery, and economic attribution from pricing through final asset disposition. We are passionate about creating a superior experience through our products and white-glove consultative service.

At Lender Price, we believe in disrupting the mortgage lending industry by equipping the lending community with innovative technologies that enhance user experience and streamlines the mortgage loan process. Lender Price provides an Openly Accessible Marketplace for mortgage loan originators to price mortgage loans with hundreds of lenders real-time and we provide lenders the technologies needed to compete and stay compliant in today’s competitive mortgage market.

Since 2001, MCT® has grown from a mortgage pipeline hedging specialist into a fully-integrated provider of capital markets services and technology. From award-winning secondary marketing software to best-in-class advisory services, mortgage bankers of every size can reach new heights by leveraging technology and a team of experts from MCT.

MIAC has been the preferred destination for mortgage industry participants since 1989. MIAC is truly a unique analytical solutions provider, with the ability to offer a one-stop-shop for whole loan and mortgage risk management solutions, including origination risks, delivery risks, and portfolio risks.

We have spent over 20 years extracting data through proprietary methods. This experience and understanding goes to the very foundation of mTrade. We layer a unique perspective with what we call “The Art of Financial ScienceTM” to create a solid platform for residential whole loan trading.

OpenClose® is a multi-channel Web-based Mortgage Software Company that cost-effectively delivers its software-as-a-service (SaaS). Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose provides a variety of 100 percent web-based solutions for lenders, banks and credit unions.

Optimal Blue, a division of Black Knight, delivers powerful solutions for the secondary market. CompassPoint helps lenders manage the risk of their pipeline of interest rate locks, while giving them the tools and capabilities they need to remain profitable in all market environments.

Optimal Blue, a division of Black Knight, delivers powerful solutions for the secondary market. The Optimal Blue PPE engine provides comprehensive functionality that enhances efficiencies and enables lenders to stay competitive and execute profitable lending strategies.

Optimal Blue, a division of Black Knight, delivers powerful solutions for the secondary market. Resitrader, one of the largest online loan trading auctions, enables mortgage loan buyers, sellers and their advisors to securely transact in real time, using a simple auction process.

Polly is a mortgage technology company creating a modern, data-driven capital markets ecosystem through our Product & Pricing Engine, Loan Trading Exchange, Analytics Platform and Partner Platform. Our mission is to help capital markets and secondary teams operate faster, smarter and more profitably with best-in-class technology configured for each of our customer’s unique workflows and needs.

The PowerSeller Secondary Marketing & Pipeline Risk Management System features hedge decision support, loan delivery and risk management, loan/commitment level mark to market and best execution.

Vice Capital has helped our clients realize, on average, a 25 to 55 bps improvement over their best effort execution, and our proprietary risk-management models and complex investor and agency best execution platform have consistently yielded safe and effective profit maximization for our clients. Whether it's providing full-service hedge management or simply reporting and market insight to guide internally-driven activities.