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

Hardware Tools

WHITE PAPER

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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GUIDE

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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GUIDE

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.

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GUIDE

Mastering the Art of Loan Originator Engagement

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

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VIDEO

5 Easy Ways to Retain Insurance Customers

Discover five practical email marketing strategies to retain insurance customers and boost engagement..

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VIDEO

The Wholesale Lending Sales Machine

Discover how integrating instant loan pricing into your sales process can boost account executive performance and drive more wholesale mortgage submissions.​

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VIDEO

Riding The Data Wave

Discover how wholesale lenders are using data-driven strategies to target brokers, personalize outreach, and boost loan volume in this insightful webinar.​

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VIDEO

The $100k Opportunity Your Loan Officers Are Missing Out On

Learn "The Referral Blueprint" to generate $100K+ through referrals and relationship marketing.

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VIDEO

Better Sales Through Better Data

Discover how integrating your CRM with an Agency Management System (AMS) can help insurance agencies through smarter, data-driven operations

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VIDEO

The Art of Wholesale Lending

Learn how wholesale lenders can increase loan volume by creating an automated process for account executives to engage with mortgage brokers.

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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