OptifiNow Integrates With PhoneBurner To Power High-Volume Outbound Calling For Wholesale Lenders
OptifiNow, a provider of CRM solutions for wholesale mortgage lenders, announced a new integration with PhoneBurner, a provider of power dialer phone systems. This integration enables lenders to seamlessly connect targeted contact outreach with high-efficiency outbound calling, empowering sales teams to engage more prospects in less time.
The two-way integration allows OptifiNow users to generate and push contact lists directly into PhoneBurner for rapid dialing, while automatically syncing call dispositions and notes back into the CRM. This closed-loop workflow ensures sales teams have complete visibility into engagement activity while eliminating manual data entry.
PhoneBurner’s platform is built for performance, utilizing single-line dialing and operating as a Tier 1 Carrier—resulting in fewer spam flags and eliminating the awkward pauses that often reduce call effectiveness. Combined with powerful workflow automation, one-click emails, and voicemail features, PhoneBurner simplifies and accelerates the outbound calling process.
This integration comes at a time when wholesale mortgage lenders are evolving their sales strategies. While relationship-building remains critical, the traditional model of face-to-face meetings between account executives and mortgage brokers is shifting. Today’s environment increasingly favors inside sales teams that leverage phone, email, and video communication to build and maintain relationships at scale.
The widespread availability of databases containing NMLS-licensed loan officer contact information has further enabled lenders to execute targeted mass email and outbound calling campaigns. As a result, efficiency metrics—such as calls per day per account executive—have become a key driver of sales success.
“Wholesale lenders are embracing a more modern, data-driven approach to sales,” said John McGee, CEO and Founder at OptifiNow. “By integrating with PhoneBurner, we’re connecting two critical components of that strategy—CRM-powered targeting and high-volume outbound calling—so our customers can build more efficient and scalable sales operations.”
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