Identify and engage with the right clients at the right time
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."
ENHANCEMENTS
MAXIMIZE THE POWER OF PROSPECT MARKETING
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.
ACCELERATE YOUR BUSINESS
Leverage Optimal Blue's comprehensive suite of investor management solutions to grow relationships, increase engagement, transact, mitigate risk, and identify new and profitable opportunities.
