Enterprise lenders using Velma’s CRM and marketing platforms will be able to leverage Optimal Blue’s loan-officer-specific, real-time product eligibility and pricing data to create an information-driven, one-to-one marketing experience. By eliminating error-prone processes of manually including product and pricing content in marketing communications, loan officers will be more productive, according to the companies. In addition, compliance officers are assured that compliant pricing is consistently quoted in the field.
“Today’s consumers have a ‘show me you know me’ mentality, and successful marketing communication treats recipients like individuals,” says Brent Emler, Velma.com’s vice president of sales and marketing. “By integrating Velma’s marketing cloud, CRM and Optimal Blue’s industry-leading content, we further achieve the holy grail of marketing: the segment of one.”
“We’re in a world where every important constituent in the loan process – consumers, loan officers, compliance officers and more – can’t be out of sync with any of the others,” adds Bob Brandt, vice president of marketing and alliances for Optimal Blue. “The real-time integration with Velma.com is a great example of how key stakeholders benefit throughout the loan lifecycle.”