CRM & Lead Gen

OptifiNow, a CRM platform for wholesale mortgage lenders, announced a new integration with RETR, a mortgage and real estate data intelligence platform. The integration gives wholesale lenders a more direct path from market intelligence to sales execution by bringing RETR’s loan officer and mortgage company data into the OptifiNow CRM environment.

OptifiNow, an intelligent sales and marketing CRM platform for mortgage lenders, announced that Community Wholesale Lending has implemented OptifiNow TPO to support the continued growth of its wholesale channel.

OptifiNow, a provider of CRM solutions for wholesale mortgage lenders, announced a new integration with PhoneBurner, a provider of power dialer phone systems. This integration enables lenders to seamlessly connect targeted contact outreach with high-efficiency outbound calling, empowering sales teams to engage more prospects in less time.

OptifiNow, a CRM platform purpose-built for wholesale mortgage lenders, announced that TPO GO, a national wholesale residential mortgage lender, has selected OptifiNow as its CRM to support sales, marketing, and account executive operations.

OptifiNow, a CRM and sales-enablement platform for wholesale mortgage lenders, has released “Brand onDemand”, a unique tool that lets wholesale lenders offer custom branded marketing materials to their broker customers—while automatically recording who uses the materials and notifying the assigned account executive the moment engagement occurs.

OptifiNow, a provider of cloud-based sales and marketing automation and CRM solutions, has launched KPI onDemand, a new tool designed to give sales teams real-time, personalized insights into their performance — and a reason to stay motivated.

Lender LTD, a new face in the 3rd Party Origination space, has selected OptifiNow as its customer relationship management (CRM) platform provider. The decision to implement OptifiNow’s platform was driven by one key factor: OptifiNow is one of the few CRM solutions purpose-built for wholesale lenders.

Usherpa has released new workflow management into its SmartCRM. Pipelines are customized experiences that can be combined into automated campaigns to target the right task or activity at the right time.

Aduvo, a new platform designed to simplify the marketing efforts of busy mortgage professionals and increase sales with minimal effort, has officially launched. Created in response to existing marketing systems that are difficult and time-consuming to adopt, Aduvo offers loan officers set-it-and-forget it marketing automation that quickly turns hidden opportunities in their contacts into closed loans.

OptifiNow, a provider of CRM software and services, announces the successful deployment of its platform with Arc Home LLC, a top-tier non-QM wholesale lender. Headquartered in Moorestown, New Jersey, Arc Home is recognized nationwide for its leadership in Non-QM lending, setting industry standards with exceptional customer service and competitive pricing.