Optimus+

Canadian Lender

Contractor logs into FXY and completes a quote/pricing page Apply Now button pulls data from SB to submit the prequal page and return the prequal'd lender. Then click to apply directly to lender through O2. API response to SB with result of application Contractor completes funding through O2 Include SB key in link as app origination and SB logo on O2 pages.

Contractor Back Office Support

Contractor Back Office Support

Who does what when https://lucid.app/lucidchart/578e2346-cd45-406d-8128-1f9e7540af49/edit?viewport_loc=54%2C-69%2C1132%2C705%2C0_0&invitationId=inv_82af5274-a671-4f1b-a0cc-5169df1d895e

We would love to import the list of upcoming events/webinars from "OPTIMUS Event Calendar - OPTIMUS Financing" to the dashboard. https://optimusfinancing.com/optimus-event-calendar/

Have certain people receive notification of an application and approval - such as company owner, sales manager etc. It’s helpful to get text notifications like this so we can see which rep is selling and have heads up for a new contract coming in with financing. Would include: Company name, application number, borrower(s), primary phone