OptifiNow Builds Custom Integration with LoanScorecard for Non-QM Wholesale Lender


OptifiNow, a provider of custom CRM solutions for the mortgage lending industry, has announced an integration with LoanScorecard, a provider of non-agency automated underwriting systems.

The integration enables wholesale lenders to provide fast and accurate scenario quotes to mortgage brokers in a high-volume call center sales process.

Oaktree Funding, a wholesale mortgage lender in Upland, Calif., is the first client to use the integration, OptifNow says in a release.

Oaktree selected OptifiNow and LoanScorecard to build a custom process that allows call center sales agents to rapidly respond to inbound phone calls with loan scenario quotes. 

OptifiNow integrated its Support onDemand customer service module with LoanScorecard’s automated loan decision engine, making it easy for users to quickly enter a scenario and receive a product and pricing decision in the CRM.

Product and pricing are emailed to the mortgage broker while speaking with the sales agent on the phone.

“OptifiNow and LoanScorecard created a process that fit perfectly with our wholesale call center model,” says Kris Martin, co-CEO of Oaktree Mortgage. “When an agent picks up the call, a broker record pops up on their monitor and a scenario request is created with one click. A call can be completed in under four minutes, allowing our reps to respond to hundreds of requests per week.”

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