The Agile Way to TBA

Using Agile to Manage Mortgage Capital Markets

Your secondary strategy is built for today’s market volatility, so why should your TBA software feel like a relic from twenty years ago? The Agile way to TBA reimagines the entire lifecycle, replacing fragmented tools and clunky terminal menus with a clean, app-like workspace engineered for speed and liquidity.

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  1. 1Custom Layouts
  2. 2Simultaneous Positions
  3. 3Zero-lag Processing
  4. 4Modern Workflow

1 click

to issue an RFQ, strike a bid, or complete an allocation

<60 sec

from trading decision to completion

2 min

for a complex TBA workflow, start to finish

Legacy Terminals vs. the Agile Way

Legacy terminals rely on inertia; modern platforms win on speed and clarity.

Legacy terminals
The Agile way
Workspace
Rigid, unyielding grids and memorized hotkeys
A modular workspace built around your desk’s natural flow
Trades
Single-leg by single-leg, serial processing
Multiple positions processed concurrently
Process
Extra clicks that cost real basis points
Fluid, one-click processing
Workflow
Fragmented tools and clunky terminal menus
One clean, app-like workspace for the whole lifecycle
1The Agile Way to Work

Your Layout, Your Rules

Why should institutional trading software dictate how you view the market? The Agile way to Work replaces rigid, unyielding grids with an entirely modular workspace built around your desk’s natural flow. Drag Agile widgets across your screens, scale them to fit your exact visual preferences, and filter out the noise so you only see what requires immediate action.

No memorizing legacy hotkeys or dedicating entire monitors to terminal clutter, just a workspace tailored precisely to the way you trade.

The Agile modular workspace with draggable widgets
Drag. Scale. Filter.

Did you miss it?

Agile’s latest press release discusses the new Round Robin and extended competitive offer functionality to bring greater speed and transparency to the TBA market.

Agile executing multiple TBA positions concurrently
Multiple coupons, concurrently
2The Agile way to TBA

Parallel Performance for a Market That Doesn’t Wait

Managing trades single-leg by single-leg is an artifact of legacy architecture. Why limit your desk to serial processing when liquidity moves across multiple coupons simultaneously? The Agile way to TBA allows traders to orchestrate and process multiple positions concurrently, replacing manual coordination with automated flow so you can capture market opportunities at scale without adding desk headcount.

3The Agile Way to Process

Zero-Lag Processing from Insight to Award

In secondary trading, extra clicks cost real basis points. The Agile way to TBA collapses intricate multi-step procedures into fluid, one-click submissions.

Whether issuing an RFQ, striking a bid, or completing an allocation, manual overhead is removed so your desk can turn trading decisions to completion in under 60 seconds.

Agile one-click RFQ, bid, and allocation workflow
Under 60 seconds to completion
Agile platform mechanics in action
A 2-minute TBA workflow
4The Agile way to Automate

Benchmark Your Desk Against the Modern Standard

Legacy terminals rely on inertia; modern platforms win on speed and clarity. The Agile way to See strips away marketing jargon to reveal exact platform mechanics in action. Watch how single-click awards, integrated counterparty chat, and automated post-trade netting collapse complex TBA workflows into a seamless 2-minute process.

Further Reading

How (and How Much) Agile Helps Mortgage Originators Save on Hedging Costs

Are you looking for areas to save on loan pipeline hedge costs? Agile’s whitepaper, How (and How Much) Agile Helps Mortgage Originators Save on Hedging Costs, discusses several ways that mortgage bankers may pick up basis points in gain on sale*, all while saving time and reducing errors.

About the Author

Senior Product Manager

Sam Farmer serves as the Senior Product Manager at Agile, a role that underscores his deep expertise in the financial sector and commitment to client success. In this position, Sam leverages his extensive knowledge to develop and implement data-dependent trading strategies, while ensuring superior client support and satisfaction. His proficiency in data analysis on the Agile trading platform has been instrumental in optimizing trading performance and client outcomes.

Before joining Agile, Sam served as a Capital Markets Technology Advisor at MCT, where he played a key role in devising and advising on market strategies. His insights and guidance were crucial in navigating complex capital market dynamics.

Sam’s career journey, marked by progressive roles in capital markets and trading, reflects his versatile skill set and unwavering dedication to excellence in the financial industry.