OptifiNow Announces Integration with PhoneBurner to Power High-Volume Outbound Calling for Wholesale Mortgage Lenders

Seal Beach, Calif. – OptifiNow, the leading provider of CRM solutions for wholesale mortgage lenders, today announced a new integration with PhoneBurner, a leader in dialing technology and call deliverability. This integration enables lenders to seamlessly connect targeted contact outreach with high-efficiency outbound calling, empowering sales teams to engage more prospects in less time.

The two-way integration allows OptifiNow users to generate and push contact lists directly into PhoneBurner for rapid dialing, while automatically syncing call dispositions and notes back into the CRM. This closed-loop workflow ensures sales teams have complete visibility into call and engagement activity while eliminating manual data entry.

PhoneBurner's platform is built for performance, eliminating the awkward pauses that reduce call effectiveness. Operating on a Tier 1 carrier network, and leveraging built-in ARMOR® number protection, PhoneBurner helps reduce the risk of spam flags so more calls get answered. Combined with powerful workflow automation, one-click voicemails and emails, PhoneBurner simplifies and accelerates the outbound calling process.

This integration comes at a time when wholesale mortgage lenders are evolving their sales strategies. While relationship-building remains critical, the traditional model of face-to-face meetings between account executives and mortgage brokers is shifting. Today's environment increasingly favors inside sales teams that leverage phone, email, and video communication to build and maintain relationships at scale.

The widespread availability of databases containing NMLS-licensed loan officer contact information has further enabled lenders to execute targeted mass email and outbound calling campaigns. Efficiency metrics like calls per day are critical, but increasingly, quality metrics—answer rates, live connections, and call reputation—separate top performers from the rest.

"Wholesale lenders are embracing a more modern, data-driven approach to sales. By integrating with PhoneBurner, we're connecting two critical components of that strategy—CRM-powered targeting and high-volume outbound calling—so our customers can build more efficient and scalable sales operations."

— John McGee, CEO and Founder, OptifiNow

OptifiNow's CRM platform is purpose-built for wholesale and TPO lending, offering out-of-the-box functionality tailored to the unique workflows of account executives and sales teams. Features such as automated marketing, account scoring, LOS integrations, and contact management provide lenders with a comprehensive system to manage broker relationships and drive growth.

"OptifiNow's CRM-driven approach pairs naturally with PhoneBurner's calling platform, giving wholesale lenders everything they need to elevate their outbound strategy. We're excited to support OptifiNow customers from the initial demo through setup and optimization, helping them maximize the integration, simplify their workflows, and create more quality live conversations."

— Chris Sorensen, CEO, PhoneBurner

Together, OptifiNow and PhoneBurner deliver a modern sales solution that aligns with the evolving expectations of both lenders and mortgage brokers, where responsiveness, consistency, and efficiency are just as important as personal relationships.