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:
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.
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.
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
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.
Access powerful data visualizations on-demand through an intuitive dashboard and enjoy a paperless environment with customized reports, whenever you need them.
Place the power of our investor management solutions in the palm of your hands. Our interactive mobile app:
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.
Leverage Optimal Blue's comprehensive suite of investor management solutions to grow relationships, increase engagement, transact, mitigate risk, and identify new and profitable opportunities.