In The News

Integration Enables Lenders To Implement An Outbound Call Center Sales And Marketing Strategy

OptifiNow, a provider of cloud-based sales and marketing automation software, has completed an integration with call center solution provider DoublePositive. The integration enables mortgage lenders using the OptifiNow platform to seamlessly utilize DoublePositive outbound calling services in order to accelerate customer acquisition. 

“Partnering with OptifiNow made sense because our companies are well aligned,” said Conor Finch, director of client services at DoublePositive. “We’re both focused on enhancing the sales process for companies that engage with prospects over the phone and we both have extensive experience in the mortgage industry. Our combined solution makes it easy for lenders to quickly implement an effective outbound sales strategy.”

The integration sends lead information from OptifiNow to DoublePositive, initiating a company’s dialing strategy. DoublePositive utilizes eight domestic call centers owned and operated by DoublePositive to perform outbound communications and connects engaged prospects to a company’s internal sales team immediately via a three-way call. Bi-directional integration allows DoublePositive to post call results directly onto a lead record in OptifiNow.

“OptifiNow’s API was easy to work with and their technical team made the integration smooth,” said Finch. “Many of our mortgage lending clients are facing increased volume at this time, so having an outbound call service to support their sales is essential. The integration between makes it easy for mortgage lenders to amplify their sales and marketing quickly and seamlessly.”

“Our goal is to provide the tools that companies need to execute effective sales and marketing processes,” said John McGee, CEO and founder of OptifiNow. “DoublePositive has the technology and service that allows our clients to reach their prospects and track results efficiently. We’re proud to partner with DoublePositive.”  

The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues.