Mortgage company expects tie-up to "supercharge sales and strengthen customer relationships"
Non-QM wholesale lender NextUs Lending has teamed up with OptifiNow, a provider of mortgage-specific CRM software, to build deeper relationships with clients.
NextUs, an Irvine-based lender focused on growing its wholesale platform, said OptifiNow’s products have enabled it to quickly launch its marketing and sales management processes. OptifiNow features “sales enhancement tools,” as well as an automated account classification process that synchronizes loan information and operational milestones.
“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. “That’s why we are excited to partner with OptifiNow and leverage their custom automation expertise to supercharge our sales and strengthen customer relationships.”
Another non-QM lender that recently partnered with OptifiNow is Oaktree Funding. The company integrated OptifiNow’s Support OnDemand customer service module, allowing it to track every scenario quote and identify broker trends.
“In an increasingly competitive landscape that includes shrinking margins and volume, lenders need more than a database of companies and names,” said OptifiNow vice president of sales Linn Cook. “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.”