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New CRM Feature: Automated Account Classification

[vc_row][vc_column][vc_single_image image="3342" img_size="large"][vc_column_text] What is Automated Account Classification? OptifiNow has developed a new feature that allows wholesale lenders to easily classify broker accounts based on the business value they provide....

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New CRM Feature: Support OnDemand

[vc_row][vc_column][vc_column_text] What is Support OnDemand? We've made providing exceptional customer service to your clients easier with OptifiNow's new feature: Support OnDemand.  Create unique automated customer service processes with our fully...

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New CRM Feature: Event Uploader

[vc_row][vc_column][vc_column_text] What is Event Uploader? We’ve made getting data into OptifiNow easier with our new feature, Event Uploader. With just a few clicks, you can import lists of contacts yourself....

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