The Power of Loan Scenario Tickets

In wholesale lending, speed, relevance, and timing win deals. Loan scenario tickets in OptifiNow bring all three together by turning broker interest into actionable intelligence for account executives and sales managers.

At a basic level, a loan scenario ticket does three critical things at once: it confirms that a loan officer has a real potential deal, it tells the account executive exactly what type of loan the broker is shopping, and it signals a high level of engagement. Unlike generic inquiries, loan scenarios represent intent—and intent is everything in wholesale.

Because loan scenario tickets are tied directly to broker companies and individual loan officers in the OptifiNow CRM, AEs know who is requesting pricing and what they’re working on the moment a scenario is created. That opens the door to immediate, automated action. Assigned AEs can be notified instantly, branded loan certificates can be generated and emailed to brokers, and follow-up reminder sequences can keep the conversation alive for days or even weeks after the initial request.

Loan scenario tickets also unlock powerful data. Reports can show which brokers are generating the most scenarios, what products are in demand, and how pricing trends impact submission volume. In fact, OptifiNow research shows a consistent 3:1 ratio—every three loan scenario tickets generated results in one submitted loan. That makes loan scenarios a reliable metric for AE productivity and a predictable leading indicator of pipeline volume.

Scenarios can be captured manually by AEs during outbound conversations or initiated directly by loan officers through public websites, broker portals, or pricing engines integrated with OptifiNow. Either way, the goal is the same: capture high-value data and connect it to real people in the CRM.

The result? Wholesale lenders gain unmatched visibility into broker behavior, can fine-tune pricing based on real demand, recover lost opportunities when pricing improves, and react faster to market trends than competitors who don’t track loan scenarios. Simply put, loan scenario tickets show you how to win more broker business—before your competitors even see it coming.

To learn more about OptifiNow's Loan Scenario Ticket Module, contact your account manager or email us at info@optifinow.com.