CRM & Lead Gen

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.

Insellerate, a provider of customer relationship management (CRM) and marketing automation solutions for the mortgage lending and real estate industries, announces Ladera Lending’s successful adoption of its AI Call Assistant solution.

Insellerate, a provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lending and real estate industries, has launched its new User Interface (UI) for the award-winning CRM & Engagement platform.

BluePoint Mortgage, a wholesale mortgage lender based in Southern California turned to OptifiNow to manage its outbound sales process and empower its account executives to proactively engage with brokers.