Plaza Home Mortgage Launches New CRM And Increases Sales Performance

Plaza Home Mortgage has successfully implemented the OptifiNow TPO CRM platform. OptifiNow TPO enables Plaza Home Mortgage to leverage advanced CRM tools that improve sales performance and marketing efficiency.

OptifiNow TPO is a CRM platform specifically designed for wholesale mortgage lenders. The SaaS platform handles all aspects of sales and marketing management, from account and contact distribution to targeted email campaigns. Key features of OptifiNow TPO include integration with mortgage loan origination systems (LOS), automated broker scoring and automated rate sheet email campaigns.

The major goals that OptifiNow accomplished for Plaza Home Mortgage was combining large amounts of data from multiple sources and providing accounts executives with easy access to marketing functionality.

“We’re extremely proud to have been selected by an industry leader such as Plaza Home Mortgage,” said John McGee, President of OptifiNow. “We met very specific objectives for them that involved integration of large data sets and providing tools that increase their marketing efficiency. We helped them migrate quickly from an existing CRM solution with minimal disruption to their existing sales and marketing efforts. It has been a great partnership.”

OptifiNow says the smooth implementation was due to the close collaboration they had with Plaza Home Mortgage’s team. Weekly meetings to coordinate tasks, share data and provide frequent updates ensured project transparency and rapid troubleshooting. Even after implementation, OptifiNow continues to meet regularly with Plaza Home Mortgage to gather feedback and make incremental changes to the platform. OptifiNow believes this “continuous improvement” technical support model yields better CRM software satisfaction and value.

“We invest in long-term relationships,” said McGee. “By meeting with clients on a regular basis, we’re shifting the way that CRM technology is delivered. Instead of placing the burden of configuration, customization and integration on our clients, we act as their internal team to deliver these types of services alongside our technology platform. This allows mortgage lenders to reduce the total cost of ownership, which is critical to operating in today’s market environment. Lenders spend less and get more value from OptifiNow.”