Uplist Partners with Optimal Blue to Launch ‘Capture for Originators’ to Automate Refi Lead Generation

PRESS RELEASE | JUN 09, 2025

Optimal Blue has introduced a new feature designed to help lenders and loan officers proactively identify refinance opportunities within their closed loan portfolios. Called Capture for Originators, the solution automates monthly portfolio analysis, highlights high-potential loans for refinance, and equips originators with ready-to-send borrower communications, all directly integrated within the Optimal Blue PPE.

“Our approach at Uplist is all about giving originators more efficiency and accuracy, and we are thrilled to partner with Optimal Blue to make these benefits accessible to more originators,” said Jeff Bell, president of Uplist. “Rather than spending up to 30 minutes manually evaluating each loan and creating presentations, originators can now rely on Capture for Originators to identify refinance opportunities they might otherwise miss – and deliver them to clients with minimal effort.”

This release marks a major step forward in borrower retention and lead generation, offering loan officers a smarter, more scalable way to uncover value in their databases without manual effort or extra integrations.

Explore the full press release to see how this new tool is changing the game for mortgage professionals.