By Linn Cook, OptifiNow Vice President of Sales and Danielle Whetstone, C Squared Social Senior Strategy Analyst Competition within the mortgage industry is fierce, and the race to be first...
We have too many acronyms in our language today, 2-3 characters representations of highly complex terms have become the norm. CRM, API, POS, LOS, HR, EHM, ABM, ERP, SDK –...
Definitions: CRM – Customer Relationship Management Marketing Automation – Automating all marketing functions from lead management, lead nurturing, email marketing, social media management and much more Why Should Mortgage Lenders...
Is this YOU? Are you a Mortgage Loan Officer with a terrible, inefficient CRM program? Is it holding back your performance? Do you want a simple and effective Mortgage CRM...
Are you frustrated with your lead management software? Implementing a lead management system is deceptively difficult. On the face of it, all a lead management or a CRM does is...
The Salesforce CRM App exchange proves that CRM is not enough, which is why Optifinow has a pre-integrated approach to Sales & Marketing Automation. Optifinow's Company History Twenty-one years...
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.