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Discover white papers, guides and reports that deliver deeper insights on sales and marketing innovation.

Hardware Tools


The Right Tool for the Job

Why wholesale mortgage lenders need advanced CRM technology that is tailored to their business model.

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The Mortgage Broker Scorecard

How to create a streamlined sales process using a dynamic scoring model that drives consistent customer engagement.

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Finding the Ideal CRM

Can a single CRM manage multiple origination channels in a mortgage company? Read this guide to learn how it can be done.



Mastering the Art of Loan Originator Engagement

Sales and marketing best practices, tools and strategies for the modern wholesale mortgage lender.

Ready to exceed your sales targets?

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.

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