Wholesale Mortgage Lender Using OptifiNow Technology


ClearEdge Lending, a non-QM wholesale mortgage lender based in Southern California, says OptifiNow is providing the company with CRM and marketing automation technology to support its continued growth.

OptifiNow technology will enable ClearEdge to better manage and support its broker customers while executing marketing campaigns to mortgage broker contacts. The platform will integrate data from ClearEdge’s loan origination system to provide better visibility into production volume and measure the effectiveness of sales and marketing processes more accurately.

“We’re taking a smart approach to growth, and that starts with a well-coordinated sales and marketing process,” says Steve Skolnik, CEO of ClearEdge Lending. “Having gone through a CRM evaluation and implementation previously, we knew what we needed and what to expect from a vendor. OptifiNow met all of our requirements and proved to us that they could deliver. That is why we’re confident we made the right choice.”

ClearEdge’s marketing team will use OptifiNow’s integrated email marketing module to create targeted messages and execute a variety of marketing campaigns. Automatic tracking of open rates, click-through rates and instant notifications allow account executives to follow up quickly and provide more support.  OptifiNow is integrated with ClearEdge’s LOS to provide even greater visibility of broker activity that enhances service delivery and deepens business relationships.

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