OptifiNow Launches OptifiNow Flex Multi-Channel CRM for Mortgage Lenders

SEAL BEACH, Calif. – Mortgage CRM leader OptifiNow announced today the launch of OptifiNow Flex, a version of their successful CRM platform to support multi-channel mortgage teams. Flex unifies the...

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New CRM Feature: Automated Account Classification

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. Known as Automated...

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New CRM Feature: Support OnDemand

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 customizable...

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New CRM Feature: Event Uploader

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. Your...

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