Mortgage and Loans Software

LoanSifter

Name: LoanSifter
Brand: Optimal Blue

Web-based mortgage eligibility and pricing platform with secondary marketing tools

By Optimal Blue

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Government Loans
Business Hours
Web-Based, Cloud, SaaS
Borrower Management
+15 more

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TrustList summary

LoanSifter is a web-based platform for mortgage product eligibility and pricing. It serves lenders of all sizes who need secondary marketing tools. It connects to many loan origination and lead systems.

What LoanSifter does

Product eligibility and pricing: searches loan products across investors.
Rate sheet generator: produces rate sheets.
TPO portal: a portal for third-party originators.
Pipeline management: tracks loans in progress.
Compliance and marketing: LO Comp compliance and a loan officer marketing suite.
Hedging: hedging with Compass Analytics.

Who it serves

Mortgage businesses of any size use it, with more than 150 investors included in its pricing engine. It is aimed at brokers and lenders who need secondary marketing support alongside origination, and it links to the loan origination, point-of-sale and lead-generation systems they already run.

Summary written by TrustList from the business's own published information, Oct 2026.

Rankings

LoanSifter is ranked on 5 TrustList rankings: #1 on 2, #2 on 2 and #3 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. LoanSifter has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Mortgage and loans software · 5 rankings

On 3 of these it sits behind EDocGen, ahead of Mortgage Cadence Platform.

#1of 6
Client database
It is the only one of the 6 here listing borrower management and investor management.
Of the 6 here, 5 also cover pipeline management and 5 also cover electronic applications.
Ahead of Mortgage Cadence Platform.
#1of 6
Residential mortgages
It is one of 2 here listing customer statements and one of 3 here listing compliance management.
Of the 6 here, 5 also cover refinance management.
Ahead of Mortgage Cadence Platform.
#2of 7
Contact management
It is one of 3 here listing government loans and loan processing.
Of the 7 here, 6 also cover client database and 6 also cover residential mortgages.
#2of 7
Document management
It is one of 4 here listing credit reporting and loan origination.
Of the 7 here, 5 also cover closing documents.
#3of 8
Web based cloud saas
It is one of 5 here listing closing documents and electronic applications.
Of the 8 here, 7 also cover document management and 7 also cover contact management.

As of 2026-11-02. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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