October 6 – Optimal Blue

Video: What Optimal Blue Can Do For Credit Unions

Proven Strategies to Emerge & Remain a Top 300 Lender
Join this virtual panel discussion for an insider’s perspective on how to establish a scalable technology platform, gain workflow efficiencies, and support significant growth. Attendees will learn how Leaders Credit Union and TruHome Solutions, LLC have leveraged Optimal Blue’s secondary marketing automation platform to accelerate growth, build custom mortgage loan programs to meet member needs, and achieve operational success.

Panelists

• Mark Teteris, CMB, Director, Solutions Specialists, Optimal Blue
• Chris Gray, Vice President of Mortgage, Leaders Credit Union
• Greg Spurgeon, SVP Secondary Marketing, TruHome Solutions, LLC
• Tracy Ashfield, President, ACUMA (Moderator)

Boost Operations & Yield Higher Profits with a Low-Cost Investment
Specifically designed for credit unions of all sizes, Optimal Blue’s secondary marketing automation platform can create unique workflow efficiencies, generate more opportunities to increase production and margins, reduce pricing errors, and so much more. Think Optimal Blue is too expensive? Join this informative session to learn how one low-cost investment can turn your mortgage operation into a profit center and ultimately improve your bottom line.

Panelists

• Melanie Simmer, Sales Solutions Specialist, Optimal Blue
• Steve Gaglio, Business Development Manager, Optimal Blue

What Can Optimal Blue Do for Credit Unions? (20 minutes)
Optimal Blue is proud to have maintained a longstanding relationship with ACUMA for several years. With smart solutions in PPE, Hedge Analytics, Loan Trading, and Social Media, Optimal Blue enables those within the ACUMA community to significantly increase workflow efficiencies and better serve their members. Join this virtual session to discover how leading secondary marketing automation can help your credit union succeed in today’s unique mortgage environment.

Participants: Ed Batt, VP of Sales, Optimal Blue