An Integrated Sales & Management Platform… Designed for the Wholesale Mortgage Industry

OptifiNow helps Account Executives manage all the relationships for each Broker from Prospect to Active Brokerage. Gain insights into the status of each Broker, and keep them actively engaged and grow submissions. Management controls the sales process and gain the insights needed to drive continuous improvement.

BROKER MANAGEMENT

Manage, Organize and clearly identify all the key criteria about each Broker from Prospect to Active Broker and establish rules around Account Executive assignment. Identify trends to keep Brokers Active and grow submissions.

CONTACT MANAGEMENT

Prospect and Active Broker Contact management for the Account Executive to easily manage all the relationships at each Brokerage.

SALES ENABLEMENT

Sales & Marketing tools for the Account Executive to engage Broker contacts from Prospect to Active Customer. “One Click” Marketing makes it easy to stay top of mind and drive continued business.

PROCESS MANAGEMENT

Build and monitor your Company Specific Benchmark Sales Process to maximize ROI

REPORTING AND ANALYTICS

Real time data-driven KPI’s customized for the entire Sales & Marketing team from each Loan Officer, Branch and Corporate team