SEAL BEACH, Calif. – Newfi Lending has named OptifiNow as its integrated cloud-based sales and marketing platform to help manage the growth of their rapidly expanding wholesale mortgage lending business. OptifiNow provides mortgage companies with a comprehensive suite of sales and marketing modules that will manage the growth of Newfi’s wholesale mortgage lending business to manage their mortgage broker base, send targeted marketing messages and monitor performance in real-time.
“Newfi Lending had a record-breaking 2019 and we’re looking to continue our growth in 2020. Managing our sales and marketing more efficiently is one of our major New Year’s resolutions,” said Steve Abreu, founder and CEO of Newfi Lending. “OptifiNow has all the sales and marketing automation tools we need. They also have a tight integration with our LOS, which keeps our customer records up-to-date and allows us to track detailed production volume. OptifiNow goes beyond just sales and marketing by giving us real insight on our business performance.”
Since 2015, OptifiNow has provided mortgage companies with an innovative platform of software solutions for empowering their revenue growth through comprehensive sales and marketing automation and management. With support for all types of mortgage lending – retail, wholesale, consumer direct, correspondent and reverse – OptifiNow is uniquely equipped to handle the needs of any mortgage lending organization.
“We’re excited to partner with Newfi Lending and help them as they grow their wholesale business,” said John McGee, founder and CEO of OptifiNow. “Newfi is a tech-focused lender, so we’re confident we can help them scale their sales and marketing operations in 30 days or less. We combine our cloud-based platform with easy-to-use tools, intelligent integrations and powerful business analytics to deliver a fully configured solution designed for their business.”
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 Newfi Lending
Founded in 2014 by industry veterans, Newfi Lending is a national mortgage lender reshaping the borrowing experience through a combination of proprietary technology and product innovation. Newfi delivers a more efficient and transparent process resulting in lower costs and higher levels of customer satisfaction and trust. For more information, visit www.newfilending.com.
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.