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Meet Us at the 2021 MBA Convention & Expo

Come see us in sunny San Diego at the 2021 Mortgage Bankers Association (MBA) Annual Convention and Expo Oct. 17-20. Every MBA member knows this is the industry event of...

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Why Oaktree Funding Chose OptifiNow

To continue Oaktree Funding’s motto of “the relentless pursuit of perfection,” they upgraded to OptifiNow to get one step closer. As a wholesale mortgage lender with Non-QM and conforming loan...

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Wholesale Mortgage Lenders Need a “Whole-istic” CRM

As a wholesale mortgage lender, you need a CRM custom-tailored to the B2B industry that’s equipped with the functionality to meet your specific needs –– especially now that an increasing...

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Conference Season is Here, Folks! Join Us at the WSMC!

It’s been a long time since we gathered in person, which makes getting together at the 2021 Western Secondary Market Conference on August 24th even more exciting! Organized by the...

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Discover the Possibilities of Innovative Marketing

  We’ve all heard the phrase, “communication is key,” but what does that mean for mortgage lenders? What are the most effective ways to reach your audience? What’s the game...

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How a Custom CRM allows Mortgage Lenders to Rise Above Their Competition

There are as many ways to generate loan volume as there are mortgage lenders. A customized CRM platform is central to successfully executing this strategy. Mid-size and enterprise mortgage lenders...

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Ready to exceed your sales targets?

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.