OptifiNow’s built-in email marketing system makes it simple to manage product flyers, rate sheet campaigns, technology updates, event promotions, and more—all from one platform.
Rate Sheet Manager
Empower secondary teams to post updated pricing and immediately trigger targeted rate sheet campaigns. With OptifiNow, price changes become opportunities—not tasks—to capture broker interest and move deals faster.
White-Label Flyers
Provide brokers with personalized collateral they can use in their own marketing, while tracking who downloaded what and automatically alerting the assigned AE for timely follow-up and conversion.
Watch the replay of this live class to learn how modern wholesale lenders are leveraging inside sales teams as a method not only to prospect leads, but to manage their entire sales team.
This white paper explores how wholesale lenders use data and CRM technology to dominate the fast-growing Non-QM market. Backed by real-world results, the paper demonstrates that data-driven CRMs turn Non-QM lending into a sustainable growth engine.
