OptifiNow’s features designed for wholesale lenders enabled NextUs Lending to use features that quickly launched their marketing and sales management processes, according to a recent blog post from OptifiNow.
“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.
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, according to the company.
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 customizable templates and automated personalization features. Users can build and deploy branded, professional emails to targeted lists of clients and prospects.
OptifiNow’s system includes sales enablement tools such as on-demand personalized flyers to give NextUs account executives an 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 vice president 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.”
