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Reimagine your CRM with OptifiNow Flex.

OptifiNow Flex is a mortgage-focused, fully customizable, sales and marketing platform. What would you like us to do with your CRM?

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Mortgage Lenders who use OptifiNow Flex

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Finding the Ideal CRM

Is there one CRM that can handle multi-channel originations?
Find out how this is done.

One CRM for any type of mortgage channel

Retail, consumer direct, wholesale, reverse mortgages, recruiting – OptifiNow Flex supports any type of mortgage origination channel unified in a single CRM instance. Instantly switch between different channels with unique screens and integrations

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“When we saw how well it supported our traditional retail and consumer direct channels, we decided to use them for our wholesale division. OptifiNow delivered a solution that fit us like a glove.”

John Brumund - Executive Managing Director

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Retail

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Consumer & Broker Direct

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Wholesale

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Recruiting

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Marketing automation, LOS integration and unlimited customization

Let OptifiNow build a custom process that uniquely fits your organization, including robust LOS integrations with automations that drive smarter borrower, realtor and broker engagement. 

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"Not only was OptifiNow able to support sales and marketing for all of our business channels, but their API connected all of our data sources and give us a better view on our business."

Brian Roe - Vice President of Sales

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OptifiNow White Glove Service

Comprehensive service provided by OptifiNow that includes fully managed implementation, ongoing CRM administration, custom software development, and high-touch technical support.

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“With OptifiNow, we found a partner that understands your business, challenges, and aspirations and is committed to helping you achieve that with practical solutions.”

Hien Mai - CRM Administrator

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CRM without the frustration

"The implementation was quick and painless and provided us with greater control over our wholesale business."

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"The implementation was quick and painless and provided us with greater control over our wholesale business."

Dean Ayres - Senior Vice President

Latest Blog Posts

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Finding the Ideal CRM

Is there one CRM that can handle multi-channel originations?
Find out how this is done.

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