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OPO Financial Services
We are transforming financial services by bringing speed, efficiency, and multi-channel private lending source options to both Consumers and Professionals.
In addition we offer auxiliary services to the entire financial ecosystem by offering P&C, Health, Life Ins and CPA services. You have the advantage of bundling services and the one-stop-shop experience through a streamlined access to professionals, rates, programs, docs and contacts.
OPO Lending
The interactive private lending platform connects consumers to pros based on a simple evaluation to qualify for competitive rates and programs. OPO’s User-friendly secure tools are built to streamline the loan and document share/engagement process and meet compliance demands.
OPO Invest
A property note investment ecosystem qualifies investors with Q-funds to shop for selected cases or properties and professionals. The marketplace matches & connects the 4 roles to engage and process the entire case and update the investor post-close on their investment lifecycle securely.
OPO Line
A full-line of insurance platform including auto, home, health, and life. OPO Line consolidates insurance policies into one app to manage, obtain quotes and renew. The secure platform enables consumers to connect with pros to entertain new programs, share data and communicate.
OPO Tax
A secure platform that enables individuals and small businesses to consult with CPAs and share their docs to a designated secure cloud folder and update their files in real-time. The platform is built to simplify updates of the user tax/staff info or edit their payroll all within the app.
Features
User engagement
OPO offers a secure built-in chat feature to connect professionals and consumers to communicate and even share files to stay up to date on all their case status. In addition the secure platform initiates timely notifications and reminders to ensure timely flow of cases. This helps both sides to communicate in a one point of contacts rather than multichannel of apps and tools.
View DetailsFinancial Management
The entire concept of the marketplace is to empower the user to manage and track their accounts in one place. OPO’s free personal dashboard allows users to track their financial accounts on the app. Pros are able to invite team mates, track company pipelines and review case summaries and pipeline flows to ensure all customers are getting the services they desire on a timely manner.
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Financial Management
Our free personal financial dashboard allows customers to see all accounts in one place. Our agents customize a higher level of service for you to experience exclusive financial plannings. We provide you with the best way to grow your net worth by analyzing your financial statements (with your permission) and plan for your taxes, retirement, protection and etc.
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File Exchange
OPO’s cloud based file-sharing application allows users to send and receive files on their mobile app. OPO’s secure cloud based storage offers multi-layers of encrypted protection to users so that their private information is secure and the pros can comfortably ask for the documents needed in one point of contact. OPO offers flexible methods for you to download, send, and share your files to the specialists. Gone are the paper chase trail days of snail mail, email, fax and text. consider this as the individual steel file cabinet.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Join OPO Today!
Welcome to OPO the platform for users and agents. Select your role and signup
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Join OPO Today!
Welcome to OPO the platform for users and agents. Select your role and signup