OptifiNow Announces the Release of “My Touchpoints” Custom Email Marketing Tool

Provides users with a simple and quick method for creating, sending and maintaining a personal email marketing library.   SEAL BEACH, Calif. – OptifiNow, a sales and marketing automation platform,…

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The Who, What and Why of API Integration for the Mortgage Industry

We have too many acronyms in our language today, 2-3 characters representations of highly complex terms have become the norm. CRM, API, POS, LOS, HR, EHM, ABM, ERP, SDK –…

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A Mortgage Sales & Marketing Platform Designed to Accelerate Leads to Closed Loan Conversions

Definitions: CRM – Customer Relationship Management Marketing Automation – Automating all marketing functions from lead management, lead nurturing, email marketing, social media management and much more Why Should Mortgage Lenders…

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ClearEdge Lending Implements Optifinow Sales and Marketing Platform to Support Wholesale Non-QM Operations

    OptifiNow’s platform selected to provide CRM, sales and marketing automation and data integration with mortgage loan origination system (LOS) to support 2020 revenue goals.   SEAL BEACH, Calif….

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What Makes a Mortgage CRM Worth Your Investment

Is this YOU? Are you a Mortgage Loan Officer with a terrible, inefficient CRM program? Is it holding back your performance? Do you want a simple and effective Mortgage CRM…

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Implementing a Lead Management System is Deceptively Difficult

Are you frustrated with your lead management software? Implementing a lead management system is deceptively difficult. On the face of it, all a lead management or a CRM does is…

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