April 28, 2026

Blue Sage Solutions Enhances TPO Portal with Faster Workflows and Improved User Experience

New features streamline loan search, locking, and pipeline visibility while enhancing usability and lender branding

Englewood Cliffs, NJ. – April 28, 2026 – Blue Sage Solutions, a leading provider of innovative cloud-based digital lending technology, today announced a series of enhancements to its Third-Party Origination (TPO) Portal designed to improve efficiency, strengthen lender branding, and provide greater transparency across the loan lifecycle.

These enhancements reflect Blue Sage’s continued investment in a modern, API-first lending platform that supports retail, wholesale, and third-party origination (TPO) channels.

Key enhancements include:

Streamlined Loan Search with Embedded Actions: Brokers can now seamlessly navigate to key tasks without unnecessary clicks, thanks to a new loan search interface that enables quick loan lookup by borrower name or loan number, with action buttons embedded directly within the search results.
Enhanced Loan Visibility with Status Tracking: The updated loan detail page introduces improved visual progress tracking, giving brokers a clear, real-time view of loan status. Expandable status details provide deeper insight into each stage of the process, improving communication and reducing uncertainty.
Optimized Locking Workflow: The redesigned lock interface simplifies data entry with smart defaults and a more intuitive layout. Direct integration with Optimal Blue allows users to initiate and execute loan locks within the portal, eliminating the need to toggle between systems and accelerating time to lock.
Modernized, Configurable Landing Page: The redesigned TPO landing page delivers a fully branded, customizable experience, including header shortcuts, icon-based navigation and a real-time pipeline summary for immediate visibility into broker activity.
Expanded Platform Capabilities: Additional enhancements include automated disclosure workflows and an integrated CRM experience for managing borrower relationships.

“Our goal at Blue Sage is always to equip lenders with the technology that not only keeps pace with the market, but helps them stay ahead of it,” said Carmine Cacciavillani, president and founder of Blue Sage Solutions. “The Blue Sage TPO Portal introduces a more intuitive, streamlined user experience, enabling brokers and lenders to move faster, reduce friction, and better manage loan pipelines.”

About Blue Sage Solutions

Blue Sage is a leading provider of innovative, cloud-based digital mortgage technology for the mortgage industry. The company’s Digital Lending Platform provides end-to-end functionality for the entire lending and fulfillment process, regardless of channel, while delivering a superior experience for every borrower. The Blue Sage Digital Servicing Platform enables financial institutions to modernize their servicing operations, reduce costs, and ultimately attract and retain more borrowers. All Blue Sage technologies are 100% browser-based, equipped with mobile applications, and delivered through a secure, fully-managed cloud service. Blue Sage Solutions is headquartered in Englewood Cliffs, New Jersey. For more information, visit www.bluesageusa.com.

Press Contact
Amanda Gonzalez
Campbell Lewis Communications

M: 201.887.1683