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3 Fresh OptifiNow Features Gives Wholesale Lenders A New Edge

Seal Beach, CA – March 15, 2022 – OptifiNow, a provider of custom CRM solutions for the mortgage lending industry, has recently announced the addition of three new CRM features, plus a new integration with Sales Boomerang, the top-rated automated borrower intelligence and retention system.

OptifiNow has added Automated Account Classification, Support OnDemand, and Event Uploader to the company’s platform, providing lenders with new tools to drive efficiency, better target customers, and close more loans. Existing OptifiNow clients can request to have the enhancements enabled and configured now.

  • With Automated Account Classification, wholesale mortgage lenders are able to create custom scorecards utilizing loan production data that monitors the business health of broker accounts. Automated Account Classification simplifies the task of managing broker accounts and prioritizes where sales resources need to be focused.

  • Support OnDemand allows lenders to build unique automated customer service processes using customizable tools to respond to customer needs more quickly, efficiently track issue resolution and measure the effectiveness of support team efforts.

  • Utilizing Event Uploader, lenders can quickly and easily upload contact lists that are easily filtered using Custom Tags. Event Upload features a range of automated processes that automatically identifies duplicate records, adds new contacts to existing companies via domain matching and builds segmented list for more precise marketing to target prospects.

“In an increasingly competitive market, lenders need accessible, accurate information to ensure their sales teams and account executives are working with the right clients,” said Linn Cook, Vice President, OptifiNow. “Our new tools help lenders build and execute plans to maximize efficiency, target the right customers at the right time, and keep loan pipelines full.”

If you would like to learn more about how OptifiNow’s fully customized CRM can help you more effectively manage your wholesale lending operations, please reach contact us at

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 product 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


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