— Enhancement enables faster updates, better lead generation —
May 31, 2018
Costa Mesa, CA — LendingQB, a provider of SaaS loan origination technology solutions, and OptifiNow, a cloud-based SaaS sales & management software platform, announced the enhancement of its closed-loop sales approach available to mortgage lenders for faster and smarter revenue generation.
The integration enables lenders to track and monitor leads from onboarding to closed loans. LendingQB’s robust API allows OptifiNow to collect key-metric data allowing lenders to ensure the borrower experience is favorable and consistent. OptifiNow can alert loan officers of origination issues and/or trigger touchpoints to borrowers or partners to keep them informed. Management can now measure and monitor what sales & marketing activities are driving closed loans, and drive a continuous process improvement in the sales and marketing teams. With OptifiNow’s goal tracking capability, the management team can establish goals for the loan officer or branch and have near real time reporting to monitor progress.
This real-time change makes it easier to maintain an efficient workflow and keep the process moving at a pace faster than the industry norm.
The partnership between LendingQB and OptifiNow creates a “closed-loop” sales approach that ensures front-end sales and marketing have visibility into the entire mortgage process, providing the data for more effective marketing and tracking of leads. Lenders can better target and harvest repeat lending opportunities using less resources due to OptifiNow’s automation capabilities.
“The closed-loop approach for lenders is vital to continuously improve their processes and efficiently grow their businesses” said John McGee, President, OptifiNow. “By enhancing our integration with LendingQB, we are enabling lenders to better evaluate the manner in which they set their goals, measure their success and understand which sales & marketing practices work best.”
LendingQB’s web browser platform provides mortgage lenders with core LOS capabilities using modern web-optimized technology, enabling robust integrations to other web platforms such as OptifiNow. Using LendingQB’s API framework, OptifNow is able to extend the capability of lenders, expediting the origination process and allowing more direct interaction with borrowers and other parties to the loan.
“We think that OptifiNow’s data-driven approach to sales enablement is innovative and equips lenders with the tools they need to generate more efficient sales activity,” said David Colwell, Vice President of Strategy at LendingQB. “By integrating to OptifiNow, our lenders can really understand their sales and marketing process and make the changes necessary to improve the borrower experience. It strengthens their data analysis capabilities and drives smarter revenue generation.”
OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales process and gets the insights to drive continuous improvement. For more information, visit https://www.optifinow.com or call (888) 746-6743.
LendingQB is a provider of Lean Lending solutions. The Lean Lending solution consists of a 100 percent web browser-based, end-to-end mortgage loan origination system, best of breed integrations with key industry partners and ‘adoptimization’ services that result in faster cycle times and lower costs per loan. For more information, please call 888.285.3912 or visit www.lendingqb.com.