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REMN Wholesale Implements OptifiNow CRM and Marketing Automation Platform

by tech support 22 Oct 2020

OptifiNow announced today that REMN Wholesale has implemented the OptifiNow platform to drive their sales and marketing efforts. OptifiNow’s integrated CRM and marketing automation platform will enable REMN Wholesale to manage their national sales team more efficiently and execute a unified marketing strategy.

“We are happy to announce our relationship with OptifiNow,” said Carl Markman, director of national sales at REMN. “This is actually the second time that we have selected OptifiNow. Two years ago we switched to another system for organizational purposes. When that system didn’t work as expected, we immediately went back to OptifiNow and got up and running very quickly.”

OptifiNow’s robust contact manager simplifies the task of monitoring key accounts and scheduling appointments for REMN account executives. Integrated email marketing tools allows REMN marketing teams to launch manual and automated campaigns. OptifiNow configured the platform for REMN’s wholesale channel, but is equally adept in both retail and consumer direct environments.

Using their ‘White Glove’ service methodology, OptifiNow performed all of the platform configuration, data management and marketing setup according to REMN’s instructions, requiring less time and resources to implement. “We knew we could rely on OptifiNow to build a platform that worked the way we wanted to work,” said Markman. “We gave them our data, configuration requirements and integrations. OptifiNow took care of everything else.”

“It means a lot to us that REMN would return to our platform,” said John McGee, CEO and founder of OptifiNow. “We treat every client as a partner and provide our technology and services as if we are their employees. We are grateful to have this opportunity to work with REMN Wholesale again and are excited to support them during a time of growth.”

About OptifiNow

The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues. More information can be found at www.optifinow.com/industries/mortgage.

About REMN Wholesale

REMN Wholesale (REMN), is a nationally recognized wholesale lender with licenses held in 50 states and District of Columbia.  REMN offers a vast array of residential loan products that comprise of government, conventional, and renovation lending programs.  REMN prides itself as a premier wholesale loan origination platform that is fully dedicated to the mortgage broker and emerging banker community.  Providing valued clients with exceptional tools, services, and support, are the herculean pillars supporting REMN’s decades of success.

REMN Wholesale, a division of Homebridge® Financial Services, Inc. DBA Real Estate Mortgage Network. Corporate Headquarters: 194 Wood Avenue South, 9th Floor, Iselin, New Jersey  08830  Toll Free:  (866) 933-6342  www.remnwholesale.com Corporate NMLS ID #6521

Summary
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REMN Wholesale Implements OptifiNow CRM and Marketing Automation Platform
Description
Prior success with platform and ‘White Glove’ treatment made decision easy for national wholesale lender.
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Optifinow
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