A key aspect of OptifiNow TPO is its integration with 5th Street Capital’s loan origination system (LOS). This integration automates broker account and contact synchronization, providing real-time insights into loan activity and production volume for account executives.
“OptifiNow prevents confusion by ensuring that broker accounts are properly assigned to our account executives,” said Russell. “The LOS integration tracks when brokers submit loans, the types of loans they’re sending us and how much volume they’ve funded. Having this type of information empowers our sales team to have better conversations that lead to more loans.”
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Another highlighted feature is the Loan Scenario Ticket module, which allows account executives to enter loan scenario requests from loan officers and instantly email price quotes.
“The decision to use OptifiNow TPO was easy,” Russell said. “No other CRM vendor offered a system out-of-the-box that could help our team grow immediately. The non-QM space has become highly competitive and OptifiNow gives account executives the tools to market, engage and sell more effectively.”
Source: mpamag.com