PROSPECT MARKETING
Identify and engage with the right clients at the right time.
Utilize comprehensive prospect marketing and data analysis tools to research the marketplace, understand client volume and trends, identify and develop new business opportunities, and empower your field sales staff.
PROSPECT BETTER
LOCATE EVEN MORE UNIQUE OPPORTUNITIES
Easily connect with new business opportunities in specific markets. Robust automation enables you to efficiently research, document, and track prospecting activities. Identify and track trends with market analytic tools that display:
Market volume and trends
Specific details about each prospect
Average rate, price, loan amount
FICO, LTV, and DTI by MSA
Year-over-year performance
MANAGE ON THE GO
IN-FIELD PROSPECTING MOBILE APP
Empower your field sales staff to immediately find prospects wherever they are located. Our interactive mobile app promotes in-field prospecting and drives sales success. Easy-to-use functionality provides valuable insights on the go into current and prospective clients in each market territory.
WORK SMARTER
FULLY INTEGRATED SOLUTION
Optimal Blue's robust prospect marketing solution is fully integrated with our counterparty oversight solution. When prospects convert into a client, you can easily and seamlessly flow them into an automated application process with increased trust and confidence.
COMPETE & WIN MORE BUSINESS WITH PROSPECTING TOOLS
I cannot imagine how anyone in our segment of the mortgage industry does business without investor prospecting tools. Optimal Blue’s prospect marketing solution has resulted in a significant impact on how we win business today
WHY IS PROSPECT MARKETING IMPORTANT
Hi there, my name is Matt Unglaub and I'm an Investor Relations Manager. Our investor clients really love our prospect marketing solution! It's so easy to identify and track performance trends or overall loan volume. Many have also noted that this automation has empowered field staff to research, document, and track activities on an entirely new level, and in the end – win more business. I invite you to contact our team for more information on this powerful tool and our entire suite of investor management solutions.
ENHANCEMENTS
MAXIMIZE THE POWER OF PROSPECT MARKETING
With our advanced API integrations, you can easily gain access to a robust set of lender data for both prospects and current customers. Get access to your prospect marketing data and use it in any system, whether that’s automatically populating data into your LOS or pulling up accounts on your CRM.
INSIGHTS
NATIONS DIRECT MORTGAGE EXPANDS TPO CHANNELS
Nations Direct Mortgage leveraged Optimal Blue’s prospect marketing solution to gain access to mortgage originators and procure the ability to identify candidates in new and existing territories, gain organizational insight into counterparty ownership and affiliated contacts, quickly and effectively prioritize target lists that meet all sales criteria, and analyze potential mortgage originator partnerships by zip, city, state, and more.