With market trends fluctuating, professionals continue to find ways to leverage data to help make strategic decisions about their business. Modex’s integration with OptifiNow enables wholesale lenders and recruiters to see loan officer production data, including volume and type, in a single click, according to a press release.
Modex is a mortgage industry technology company, while OptifiNow is a cloud-based provider of customized CRM sales management and marketing automation software.
Access to lender beneficiary data empowers wholesale lenders with an understanding of how they rank against competitors and what percentage of market share they have in a given location, as well as a granular view of data in specific geographical representation zones. In line with OptifiNow’s mission to streamline sales and marketing, Modex offers a new avenue for strategic targeting and analytical reporting.
“Making decisions without data is like blindly throwing darts at a dartboard. Now our customers can be more strategic and more efficient at scale,” Linn Cook, vice president of sales at OptifiNow, said in the release. “It makes lenders smarter in a way they’ve never been able to be before.”
With the integration comes the major benefit of contact data. Now, users can not only access contact details for key targets but can also seamlessly store this data in their CRM for direct sales and marketing at their fingertips. Equipped with up-to-date email and phone data, customers will extract more value from every sales and marketing campaign, saving time and increasing ROI along the way.
“Your marketing and sales process is only as good as the data you’re using,” Modex CEO Dale Larson III said. “We are thrilled that this partnership will empower OptifiNow customers with the data they need to drive real results for their business.”