“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.”