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Tips on Persona Development

Understanding Your Customer Effective marketing campaigns and websites depend on accurate, relevant design personas. The days of designing by feel and delivering a general message are long gone. Customers want...

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Lead Management and Qualification: The Light Bulb Moment!

Sometimes You Have to Show People a Solution Before They Realize They Have a Problem If you’ve ever seen an infomercial you can appreciate that ‘light bulb’ moment when you...

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Newfi Lending Names OptifiNow as its Cloud-Based Sales and Marketing Platform

SEAL BEACH, Calif. – Newfi Lending has named OptifiNow as its integrated cloud-based sales and marketing platform to help manage the growth of their rapidly expanding wholesale mortgage lending business....

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OptifiNow Leverages ReverseVision API to Streamline Reverse Loan Origination at Open Mortgage

SAN DIEGO, Jan. 15, 2020 — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan...

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OptifiNow Unveils Advanced Reporting and Business Intelligence Tools

OptifiNow Unveils Advanced Reporting and Business Intelligence Engine to Provide Mortgage Lenders with a 360-Degree View of Business Performance Powerful business intelligence and analytics tools combines sales and marketing data...

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Understanding Lead Management for Mortgage Lenders

Are you struggling to manage and track inbound leads or new leads generated for your mortgage business? Are your sales agents working remotely and you don't have a sense on...

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OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.