How Oaktree Funding Supercharged their Sales Process with OptifiNow

In 1989, Ray Scott opened a mortgage company in Upland, California. He named it Oaktree Funding because he wanted his business to grow quickly, stand strong for many years to...

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How Sprout Mortgage Maximized TPO Relationships with a Custom CRM

Sprout needed a customizable, flexible, scalable CRM focused on their business Florida-based Sprout Mortgage (Sprout) is the nation’s top non-QM lender, licensed in 48 states, and is an innovative leader...

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Open Mortgage Scales New Heights Using OptifiNow

Mortgage lender bridges people, processes and data with OptifiNow’s sales enablement and marketing platform Open Mortgage is a lender that is expanding both vertically and horizontally. Over the past few...

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How Sun West Mortgage Broke the CRM Mold with OptifiNow

Platform flexibility and close working relationship brought quick success with sales and marketing efforts. Founded in 1980, Sun West Mortgage Company, Inc. (Sun West) is a veteran in the mortgage...

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