Recent Blogs

• Boost Sales Performance with CRM: Insights for Sales Managers

  In the dynamic world of wholesale lending, sales managers face the perpetual challenge of elevating their team’s performance and navigating the intricacies of careful decision-making. Today’s highly competitive wholesale market…

• Unlock Sales Success Across Multiple Channels with Our Versatile CRM Solution

  Are you a mortgage lender eager to expand your origination efforts and reach new horizons through a multitude of channels? Do you find it increasingly difficult to effectively manage diverse…

• Say Goodbye to Outdated Methods: Wholesale Lenders Need a Modern CRM Solution

  The wholesale lending landscape is undergoing a seismic shift and those who choose to cling to outdated processes risk being left behind. Modern CRM technology like OptifiNow offers a comprehensive…

• 7 Killer Strategies for Wholesale Sales Management

  Are you a wholesale mortgage lender looking to boost your loan volume and increase revenue? One key factor in achieving these goals is effective account executive management. By optimizing the…

• Finding the Ideal CRM: Key Considerations for Multi-Channel Mortgage Lending

  As a multi-channel mortgage lender, you understand the importance of having a CRM (Customer Relationship Management) system that meets the unique needs of your different business units. Off-the-shelf CRMs are…