Seal Beach, CA – 1/10/2022 – OptifiNow, a provider of custom CRM solutions for the mortgage lending industry, announced a successful deployment with NextUs Lending, an Irvine-based, non-QM lender focused on their growing wholesale platform. OptifiNow’s unique features designed for wholesale lenders enabled NextUs to utilize features that quickly launched their marketing and sales management processes.
“NextUs Lending was built to serve borrowers who may not fit the traditional, narrow credit box and we need to utilize the next generation of CRM tools to provide flexible solutions to this underserved market,” said Brian Hewitt, National Sales Manager at NextUs Lending. “That’s why we are excited to partner with OptifiNow and leverage their custom automation expertise to supercharge our sales and strengthen customer relationships.”
OptifiNow features an automated account classification process that utilizes an LOS integration for data-based decisioning on critical factors, including loan submissions and user activity. The system synchronizes loan details and operational milestones to keep pipelines flowing and make sure bottlenecks and inefficiencies are quickly identified and addressed.
Another tool that NextUs utilizes is OptifiNow’s “My Touchpoints” custom email creator, which puts on-demand power in the hands of individual account executives and includes dynamic templates and automated personalization features. Users can quickly build and deploy branded, professional emails to targeted lists of clients and prospects.
A mortgage-specific CRM designed to pinpoint the challenges of wholesale lenders, OptifiNow’s system includes sales enablement tools such as on-demand personalized flyers to give NextUs account executives increased ability to build deeper relationships with their clients.
“In an increasingly competitive landscape that includes shrinking margins and volume, lenders need more than a database of companies and names,” said Linn Cook, OptifiNow VP of Sales. “Particularly in the specialized non-QM market, lenders need a custom solution that gives them the ability to enable their account executives and brokers to thrive.”
About OptifiNow 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 product 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.