OptifiNow Launches “Brand onDemand,” Enabling Wholesale Lenders to Deliver White Label Flyers

SEAL BEACH, Calif. – OptifiNow, the leading CRM and sales-enablement platform for wholesale mortgage lenders, today announced the release of “Brand onDemand”, a unique tool that lets wholesale lenders offer custom branded marketing materials to their broker customers—while automatically recording who uses the materials and notifying the assigned account executive the moment engagement occurs.

Many wholesale lenders offer marketing materials to their customers to aid in the promotion of their loan products. The problem is that most methods they use to distribute marketing materials are inefficient and inconvenient. They want customers to have easy access to their collateral, but they don’t want to force them to remember another login or password. Custom PDF documents with form fields are handy, but customers are forced to manually type in their personalization information every time they want branded materials.

OptifiNow’s Brand onDemand is the smartest and easiest way to provide personalized marketing materials to customers. Any marketing document uploaded into OptifiNow’s Content onDemand Module can be turned into branded collateral that is easily accessed on a public-facing website.

Customers only need to enter their email address and Brand onDemand instantly recognizes them and pre-populates marketing material with their personalized information. When customers are not recognized, Brand onDemand becomes a powerful lead capture tool that simultaneously personalizes marketing material and creates new lead records in OptifiNow.

An impressive feature of Brand onDemand is the ability to track and notify users when branded marketing materials are accessed. Each time a customer downloads a branded marketing asset, OptifiNow records that activity in the CRM so that sales and marketing teams can see which asset was accessed, when it was downloaded and even notify the assigned account executive the minute it happens.

Using Brand onDemand, marketing teams gain insight on the ROI of their marketing materials while sales teams are more responsive to their customer’s interest and marketing needs. The result is instantaneous, personally branded marketing materials that are fully integrated with a wholesale lender’s sales and marketing process.

“We enjoy creating features that respond to our customer’s detailed needs,” said John McGee, founder and CEO of OptifiNow. “Our wholesale lender clients came to us with a very specific marketing challenge and we devised a solution that surpassed their expectations. Don’t be fooled––Brand onDemand may seem like a minor tool, but it’s actually driving increased broker engagement that helps wholesale lenders deliver a service that is valued and appreciated by their customers.”

About OptifiNow

OptifiNow is a cloud-based provider of customized CRM sales management and marketing automation software. OptifiNow’s platform consists of multiple modules that are fully integrated to provide companies with a customizable solution that adapts to virtually any type of sales environment, including distributed retail, consumer direct, and wholesale mortgage lending. OptifiNow delivers their solutions using a unique White Glove service model that significantly reduces implementation time, lowers maintenance costs and increases user adoption. Visit www.optifinow.com or call (888) 746-6743 to learn more.