CRM & Lead Gen

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.

AHL Funding, a non-QM mortgage wholesale lender based in Irvine, California, has selected OptifiNow TPO as its comprehensive sales and marketing solution. This strategic decision is aimed at facilitating faster business growth and enhancing the efficiency of their marketing efforts.

Non-QM wholesale lender 5th Street Capital announced the selection of OptifiNow TPO as its new sales management and marketing solution. The San Diego-based mortgage lender is deploying OptifiNow as part of their strategy to utilize technology to scale their sales team and grow efficiently.

CRMnow, a customer relationship management (CRM) system built from the ground up for the mortgage industry, announced that Atlantic Coast Mortgage has successfully implemented Nextwave CRM as their Enterprise CRM platform for loan officers across all 30 states where it operates.

Usherpa, developers of a customer Relationship Engagement Platform (REP), announced that the company and its SmartCRM have been vetted by The Mortgage Collaborative (TMC), one of the largest mortgage cooperatives in the country. Usherpa is now a preferred partner to TMC’s growing network of mortgage lenders that account for approximately 10% of the mortgage volume originated in the US.