IT News Online – Sales Boomerang Partners with OptifiNow to Provide Lenders with an Integrated Mortgage Customer Engagement Experience

Send2Press Newswire
2022-02-22

BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its Application Programming Interface (API) integration ) with OptifiNow, a cloud-based sales service, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales targets.

Sales Boomerang monitors mortgage lenders’ customer and prospect databases to notify them exactly when a prospect or former customer is ready for a new loan. Boomerang loan opportunity alerts can be triggered by market factors, such as changes in interest rates and home price appreciation, and consumer behaviors, such as listings for sale. a home or improving your credit rating.

OptifiNow is a cloud-based sales and management software platform designed to meet the changing needs of today’s sales force. Optifinow’s CRM is tightly integrated with its all-in-one platform of sales and marketing modules, giving users a simple end-to-end solution to manage all aspects of sales, marketing and business development. .

Sales Boomerang’s new integration with OptifiNow can be applied to any of the borrower insights platform’s 11 unique loan opportunity alert offers. When an opportunity alert is triggered by someone in a lender’s database, that alert data is automatically ingested into OptifiNow. The CRM will then notify the Loan Originator (LO) associated with that customer and, based on the user’s specifications, automatically trigger a personalized borrower outreach.

OptifiNow’s CRM also generates an alert history for each prospect in a lender’s CRM database. Syncing Sales Boomerang’s real-time opportunity alerts with OptifiNow’s CRM gives LOs a more nuanced understanding of a prospect’s financial situation and allows lenders to create custom borrower data reports based on the history of Sales Boomerang alerts.

“OptifiNow’s intuitive, all-in-one CRM platform harnesses the intelligence of Sales Boomerang borrowers to create a more streamlined lead generation experience,” said Mike Spotten, Vice President of Product, Sales Boomerang. . “Enabling integration between our systems will help our shared users harness the power of their database to ensure no borrower is left behind at the closing table.”

“We are thrilled to add Sales Boomerang to our ecosystem of leading mortgage technology partners,” said Linn Cook, OptifiNow Vice President of Sales. “The integration of OptifiNow and Sales Boomerang will improve borrower data integrity for our mutual lending customers, freeing them from the time-consuming process of manually collecting and tracking borrower information.”

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower information system in 2017. The company’s smart alerts notify lenders the moment a former client or prospect is ready and qualified for a loan. More than 150 lenders, including brokers, independent mortgage companies, credit unions and banks, trust Sales Boomerang, the mortgage industry’s #1 borrower engagement tool, to help build lasting relationships with borrowers that maximize customer lifetime value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in incremental loan volume that would otherwise have been overlooked and achieve customer retention rates that exceed industry standards. 3 to 5 times on average. To learn more about Sales Boomerang and its No Borrower Left Behind™ philosophy, visit https://www.salesboomerang.com.


About OptiFiNow:

The OptifiNow platform combines CRM, intelligent sales automation, configurable sales processes, sales enablement, reporting and analytics, and a robust API with integrations into a variety of complementary technologies. Many lenders use different selling platforms for their retail, reverse and wholesale product lines, requiring them to maintain, train and support multiple technologies within their businesses. OptifiNow offers a single platform that lenders can offer their loan officers, account executives and call center agents, while management can build their benchmark sales processes and gain critical insights into customer performance. business to maximize revenue. More information can be found at https://www.optifinow.com/industries/mortgage.

@SalesBoomerang @OptifiNow #fintech #digitalmortgage #mortgageindustry #mortgagemarketing #noborrowerleftbehind

News Source: Sales Boomerang

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David A. Albanese