Custom process "fits perfectly" with the lender's wholesale call center model, CEO says
LoanScorecard, a provider of non-agency automated underwriting systems, has partnered with marketing automation company OptifiNow to enable brokers to quickly determine program eligibility and pricing decisions in high-volume call center sales processes.
Through the partnership, OptifiNow’s Support OnDemand customer service module has been integrated with LoanScorecard’s automated loan decision engine. The integration allows users to enter scenarios and receive product and pricing decisions in the CRM.
California-based wholesale mortgage lender Oaktree Funding is the first client to use the integration. Kris Martin, co-CEO of Oaktree Mortgage, said the process “fits perfectly” with the company’s wholesale call center model.
“When an agent picks up the call, a broker record pops up on their monitor, and a scenario request is created with one click,” Martin explained. “A call can be completed in under four minutes, allowing our reps to respond to hundreds of requests per week.”
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Once the loan decision has been sent, OptifiNow triggers an email and “SMS nurture campaign” to brokers – allowing Oaktree’s sales agents to continue working with other brokers while the CRM follows up with previous callers. The integration also enables Oaktree to run reports and identify broker trends since every scenario quote is tracked.
“LoanScorecard provided us with a flexible API that made it easy to build a solution that satisfied Oaktree Funding’s sales model,” said OptifiNow CEO John McGee. “LoanScorecard’s engine is fast, so the experience of running a scenario in OptifiNow is seamless to the user, which is paramount in a speed-to-lead environment.”
