OptifiNow’s platform selected to provide CRM, sales and marketing automation and data integration with mortgage loan origination system (LOS) to support 2020 revenue goals.
SEAL BEACH, Calif. – ClearEdge Lending, a Non-QM wholesale mortgage lender based in Southern California, announced that OptifiNow will provide an intelligent wholesale CRM and marketing automation technology to support their continued growth. The OptifiNow sales and marketing platform was selected by ClearEdge Lending based on their proven ability to deliver solutions that are custom-tailored for wholesale mortgage lenders.
OptifiNow will support ClearEdge’s growth initiative by enabling them to better manage and support their broker customers, while executing sophisticated marketing campaigns to mortgage brokers contacts. The platform will integrate data from ClearEdge’s loan origination system (LOS) to provide better visibility into production volume and measure the effectiveness of sales and marketing processes more accurately.
“We’re taking a smart approach to growth, and that starts with a well-coordinated sales and marketing process,” said Steve Skolnik, CEO of ClearEdge Lending. “Having gone through a CRM evaluation and implementation previously, we knew what we needed and what to expect from a vendor. OptifiNow met all of our requirements and proved to us that they could deliver. That is why we’re confident we made the right choice.”
As a wholesale Non-QM lender, ClearEdge wants to empower their sales team to provide brokers with information about their specialized mortgage products. ClearEdge’s marketing team will use OptifiNow’s integrated email marketing module to create targeted messages and execute a variety of marketing campaigns. Automatic tracking of open rates, click through rates and instant notifications allows account executives to follow up quickly and provide more support. OptifiNow is integrated with ClearEdge’s LOS to provide even greater visibility of broker activity that enhances service delivery and deepens business relationships.
“ClearEdge understands the value we bring as an integrated sales and marketing platform,” said John McGee, CEO of OptifiNow. “They have a well-defined process and articulated their needs to us right away. It’s exciting to have a company such as ClearEdge give us the opportunity to work with them and provide a platform that will be central to their growth.”
The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues. More information can be found at www.optifinow.com/industries/mortgage.