OptifiNow, a provider of cloud-based sales and marketing automation solutions, announced today its partnership with Credit Reporting Services (CRS), an innovative API-enabled provider of credit report and other verification services. Through this partnership, OptifiNow is able to offer its clients credit reports and verification products from CRS that accelerate the sales process for a wide range of businesses.
CRS is a national, full-service credit reporting agency certified as a re-seller of credit report information provided by Experian, TransUnion and Equifax. In addition to their full suite of credit reporting services, CRS specializes in providing companies with a system-to-system method for ordering and receiving credit report and verification data using their Credit API and Data Records API.
“There are a wide range of businesses that have a need to access consumer data within their sales process,” said Stephen Hawkins, president of CRS. “Financial service providers including medical financing and consumer finance are some of the companies that utilize our Credit API and Data Records API technology. Our integration with OptifiNow makes it easy for these companies to access critical consumer data and use it to drive speed and efficiency into their sales process.”
The CRS Credit API offers companies both full credit reports and soft-pull pre-qualification reports, which provide credit scores and information on consumer liabilities without impacting credit scores. Soft-pull pre-qualification reports are ideal for businesses that pre-approve offers, such as lenders, insurance companies and credit card companies.
OptifiNow’s robust API made it easy to embed CRS products within their CRM and marketing automation platform. With the click of a button, users can quickly order credit reports and other data verification products and import data back into OptifiNow.
“CRS made it very easy for us to plug into their services and create tools that integrate smoothly into our platform,” said John McGee, CEO and president of OptifiNow. “Having bi-directional access to credit report and other data products allows our system to automate a variety of actions, from assigning leads to sending targeted emails and SMS messages. CRS allows our clients to streamline sales processes and identify high value leads quickly and with much better precision.”
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 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 https://www.optifinow.com/industries/mortgage.