Boost Sales Performance with CRM: Insights for Sales Managers

In the dynamic world of wholesale lending, sales managers face the perpetual challenge of elevating their team’s performance and navigating the intricacies of careful decision-making. Today’s highly competitive wholesale market...

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7 Killer Strategies for Wholesale Sales Management

Are you a wholesale mortgage lender looking to boost your loan volume and increase revenue? One key factor in achieving these goals is effective account executive management. By optimizing the...

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Finding the Ideal CRM: Key Considerations for Multi-Channel Mortgage Lending

As a multi-channel mortgage lender, you understand the importance of having a CRM (Customer Relationship Management) system that meets the unique needs of your different business units. Off-the-shelf CRMs are...

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OptifiNow CRM Powers Foundation Mortgage Corporation’s Growth in Wholesale Lending

[Seal Beach, CA] - Foundation Mortgage Corporation announced today that the OptifiNow TPO CRM platform has helped them rapidly grow their wholesale mortgage division within two months of launching their...

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STG Mortgage Finds Perfect Fit with OptifiNow’s CRM Solution for Wholesale Lenders

[Seal Beach, CA] - OptifiNow, a leading provider of CRM software to the mortgage industry, announced today that STG Mortgage has successfully implemented their solution. Based in Orange County, California,...

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