Agile Trading Technologies

We're excited to announce that Agile is heading to the MBA Annual! We would love the opportunity to connect with you during the event. Agile brings together lenders and dealers of all sizes onto a single platform that facilitates the exchange of MBS by securing and automating communication between mortgage lenders and broker-dealers. We would love the opportunity to discuss: • TBAs - Bid/Offer/Roll/Round Robin • BWIC/Pool Bidding • AVT/AOTs via TBA Trade Schedule a meeting with your preferred date and time for the MBA Annual and we'll be happy to accommodate you. - https://lnkd.in/g_UkWjZN We are looking forward to seeing you in Chicago!

Striking the trade is only half the job, as post-trade settlement and hedge transfers can swallow up a desk's afternoon. In this video, Sam Farmer walks through Agile’s Finish Section, demonstrating how secondary desks can allocate TBA trades for swaps, confirm trade details, and execute. Assignments of Trade (AOTs) in one workflow. Deliver electronic AOTs straight to dealer back offices, cut out manual paperwork, and minimize operational risk from trade through completion. Watch how Agile unifies the full secondary pooling workflow.

Why rely on manual emails or phone calls to strike dealer bids when you can execute directly within your trading platform? Sam Farmer demonstrates Agile’s Awards Section, showing how secondary traders can request an electronic strike directly with selected dealers. Once struck, Agile instantly updates the all-in price and generates a clear confirmation record. Fast, organized, and audit-ready trade execution.

Managing position overlaps and flattening risk efficiently requires fast, seamless counterparty connectivity. Did you know Agile supports Round Robin and expanded Competitive Offer functionality? Rather than relying on fragmented, manual channels to shift positions, Agile brings Round Robin workflows directly into a centralized electronic platform. This creates a more efficient trading protocol for both mortgage lenders and our expanding network of primary and regional broker-dealers. 𝐖𝐡𝐲 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐝𝐞𝐬𝐤𝐬 𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐀𝐠𝐢𝐥𝐞 𝐟𝐨𝐫 𝐑𝐨𝐮𝐧𝐝 𝐑𝐨𝐛𝐢𝐧: • 𝐁𝐫𝐨𝐚𝐝 𝐂𝐨𝐮𝐧𝐭𝐞𝐫𝐩𝐚𝐫𝐭𝐲 𝐀𝐜𝐜𝐞𝐬𝐬: Connect and transact seamlessly across both primary and regional broker-dealers. • 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐅𝐮𝐧𝐜𝐭𝐢𝐨𝐧𝐚𝐥𝐢𝐭𝐲: Request, compare, and execute competitive offers within a unified electronic workflow. • 𝐄𝐟𝐟𝐨𝐫𝐭𝐥𝐞𝐬𝐬 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Flatten positions and reallocate exposure cleanly once trade requests are accepted. • 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐟𝐨𝐫 𝐁𝐨𝐭𝐡 𝐒𝐢𝐝𝐞𝐬: Direct electronic trade acceptance reduces manual back-and-forth for traders and dealer desks alike. The result: faster execution, stronger dealer relationships, and less manual work for everyone on the trade.

Transform the way you manage TBA positions with Agile’s Round Robin and extended competitive offer functionality. Through this update, Agile delivers key operational processes including simultaneous multi-dealer request for quote, automated ‘Round Robin’ netting, along with the elimination of legacy bottlenecks. Round Robin is the latest example of Agile’s commitment to delivering meaningful value to TBA market participants,” said Greg Vacura, President of Agile. “We’re proud to connect mortgage lenders to both their primary and regional broker-dealer counterparts within a Round Robin process.” Read the full press release: https://lnkd.in/gkFRS-A4

For mortgage lenders, scaling capital markets operations is not just about doing more volume. It is about reducing the manual work that slows teams down. In a recent conversation with Nick Owens, Managing Director of Capital Markets at Primis Mortgage, Nick stated "Agile allowed me to trade directly in our hedge platform via Agile, scale without adding a lot of infrastructure, and avoid needing a back office to document trade confirms." Read the case study to learn why Agile was named a winner of HousingWire’s 2026 Tech100 Award, which recognizes the most innovative and impactful technology companies in housing finance. Agile was recognized for replacing historically manual, phone-based MBS bids with a secure, intelligent electronic platform that unifies mortgage lenders and broker-dealers through a single, end-to-end workflow. https://lnkd.in/gRkX3zT9