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...
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...
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...
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.