Skip to main content

Sun West Mortgage Leverages OptifiNow's CRM Flexibility

NationalMortgageProfessional.com
Feb 18, 2020
OptifiNow announced a partnership with C Squared Social

OptifiNow has announced that Sun West Mortgage Company has launched their cloud-based CRM and marketing automation platform for wholesale, distributed retail and their all new Home Buyer Connect (HBC) mortgage lending channels, demonstrating multi-channel flexibility that simplifies sales and marketing management for the Southern California-based lender.
 
OptifiNow has announced that Sun West Mortgage Company has launched their cloud-based CRM and marketing automation platform for wholesale, distributed retail and their all new Home Buyer Connect (HBC) mortgage lending channels“Supporting multiple lending channels is a challenge for any mortgage lender, so we knew it would be hard to find a single CRM solution for our three sales groups,” said John Brumund, executive managing director at Sun West. “We’ve got wholesale, distributed retail and our Home Buyer Connect (HBC) group, which is a hybrid consumer direct and distributed retail sales model. OptifiNow not only delivered all three channels, but they adapted to our unique way of doing business, especially in the Home Buyer Connect channel where there are so many moving parts.”
 
OptifiNow worked closely with Sun West’s sales and marketing teams to customize the platform for each channel. Sun West provided the blueprints for automated e-mail campaigns, business rules and data-driven triggers, which OptifiNow used to implement the platform for their wholesale, retail and HBC environments. In the case of Sun West’s HBC group, a lead funnel delivers leads to call centers, requiring a phone system integration that matches specifically-identified borrowers to appropriately-licensed inside loan officers. Pre-approved buyers are then delivered to outside originators to manage the process through closing.
 
“There’s no cookie-cutter approach to mortgage sales and marketing,” said John McGee, chief executive officer of OptifiNow. “For many lenders, their sales and marketing process is their major competitive advantage. It’s important that we really understand how a lender wants to use our system, build it to their specifications and deliver a working system as quickly as possible. That’s why we consider our White Glove service component to be as important as our technology."


 
Published
Feb 18, 2020
More from
Tech
Total Expert Introduces New Functionalities And Products For Banks And Lenders

Total Expert upgraded its CRM and customer engagement platform with a series of new functionalities and products.

Tech
Oct 22, 2021
Blend Launches New Income Verification Product

Blend Income Verification is a new product for financial services firms that provides instant income verification for mortgages and soon, consumer loans and deposit account opening.

Tech
Oct 21, 2021
ICE Mortgage Announces 0 Percent Loans For HFA Borrowers

ICE Mortgage Technology's latest Encompass update, Encompass 21.3 supports the ability for lenders to offer 0% loans.

Tech
Oct 20, 2021
FormFree Taps Amazon Web Services For Consumer Financial Identity Solutions

FormFree will use Amazon's blockchain technology to manage its latest consumer Financial DNA solution and its newly introduced FormFree Exchange.

Tech
Oct 19, 2021
Wemlo Introduces Third-Party Processing Solution

Wemlo announced the first third-party mortgage processing solution, Loan Brokering System.

Tech
Oct 18, 2021
ICE Unveils Transaction-Based Indices For Residential Mortgage Interest Rates

Intercontinental Exchange Inc. launched its suite of U.S. residential mortgage locked rate indices.

Tech
Oct 18, 2021