Powerful business intelligence and analytics tools combines sales and marketing data with LOS and other data sources to provide ROI insight on the entire mortgage loan lifecycle from lead to post-closing.
SEAL BEACH, Calif. – OptifiNow announced today the unveiling of their Insights onDemand business intelligence engine, a reporting and analytics tool built into their flagship OptifiNow CRM platform. BI Insight combines sales and marketing data managed in the OptifiNow CRM with external data sources to provide a 360-degree view of business performance. Insights onDemand is included with the CRM platform and is provided with OptifiNow’s White Glove custom configuration service.
BI Insight transforms the OptifiNow platform into a strategic decision-making tool. By leveraging OptifiNow’s robust API integration capabilities, BI Insight can connect to LOS, POS or other business systems to generate reports and dashboards that augment visibility into business performance and how it impacts revenue generation.
“BI Insight gives mortgage executives clarity on all their business processes and helps them devise a strategy that is well informed,” said John McGee, CEO and Founder of OptifiNow. “Our CRM and sales enablement modules allow mortgage companies to run their sales and marketing processes more efficiently. But at the same time, we’re helping lenders convert these activities into measurable data points so that they can use BI Insight to make decisions that have an actual impact on their bottom line.”
Having the resources and expertise to implement a business intelligence strategy is a challenge for many companies. The lack of training or knowledge to create reports that yield practical results oftentimes leads to higher opportunity costs and lower ROI on business intelligence efforts. OptifiNow solves this problem with their “White Glove” configuration service, which streamlines the time and effort required to implement Insights onDemand.
“Our goal is to get clients to use our solutions effectively and as quickly as possible. That’s why every client receives our White Glove service,” said McGee. “We apply our best practices and inherent system knowledge to configure a BI Insight solution that meets their specific needs. We start by assessing the goals of our clients and then we build reports and dashboards that provide real-time insight on critical metrics of their business. We believe it is our job to ensure clients are getting maximum value out of both our technology and service.”