OptifiNow
OptifiNow delivers a fully customized, multi-channel mortgage CRM that integrates with your entire tech stack. The OptifiNow platform supports retail, consumer direct, wholesale and correspondent channels in one, easy to use system because of our unique "Designed by You, Built by Us" approach. With powerful marketing automation, dozens of integrations and fractional CRM administration that eliminates the headache of platform management, OptifiNow helps lenders drive growth and increase user adoption—fast.
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OptifiNow is a powerful, cloud-based CRM and marketing platform tailored for the mortgage industry. Designed specifically to support the unique operational needs of lenders across wholesale, retail, correspondent, and consumer direct channels, OptifiNow eliminates the “one-size-fits-all” model of traditional CRMs by delivering a platform that is custom-built, fully managed, and seamlessly integrated.
OptifiNow works closely with each client to configure the platform around their sales workflows, branding, and business objectives. Our Fractional CRM Administration service, included with every implementation, provides each client with a dedicated account manager and ongoing support to optimize performance, ensure user adoption, and drive continuous improvement.
Our platform integrates with a wide variety of third-party systems, including loan origination systems (LOS), pricing engines, telephony providers, and lead generation tools—creating a single hub that connects sales and marketing for better coordination and faster execution.
At OptifiNow, we believe that the best CRM isn’t just flexible—it’s built around you. Our “Designed by You. Built by Us.” approach means every implementation starts with your sales process, your marketing goals, and your tech ecosystem. We don’t sell pre-packaged software—we deliver tailored CRM and marketing automation solutions that align perfectly with how your mortgage business operates. The result: faster adoption, greater efficiency, and smarter revenue generation.
Highlights
- Most widely used CRM in the wholesale mortgage industry
- Supports all lending channels: Retail, Wholesale, Correspondent, Consumer Direct, and Reverse
- Includes Fractional CRM Administration and a dedicated account manager with every client
- Rapid deployment: Fully configured and live in 30 days or less
- Built for scale with robust LOS, pricing engine, telephony, and third-party integrations
- Intelligent automation, lead nurturing, account classification, and marketing tools
- Custom dashboards and business intelligence for real-time insights
- Trusted by industry leaders: Plaza Home Mortgage, Sun West Mortgage, REMN Wholesale, Arc Home Loans
Details
Vendor Category
Customer Relationship Management (CRM)
Pricing Model
Pay-Per-Use (Consumption-Based)
Works well with
Overview
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Product comparison
OptifiNow
MortgageHalo
Usherpa
Overview
OptifiNow delivers a fully customized, multi-channel mortgage CRM that integrates with your entire tech stack. The OptifiNow platform supports retail, consumer direct, wholesale and correspondent channels in one, easy to use system because of our unique "Designed by You, Built by Us" approach. With powerful marketing automation, dozens of integrations and fractional CRM administration that eliminates the headache of platform management, OptifiNow helps lenders drive growth and increase user adoption—fast.
The most self-driving mortgage CRM
Where Mortgage Expertise Meets Smart Technology.
Highlights
- Most widely used CRM in the wholesale mortgage industry
- Supports all lending channels: Retail, Wholesale, Correspondent, Consumer Direct, and Reverse
- Includes Fractional CRM Administration and a dedicated account manager with every client
- Rapid deployment: Fully configured and live in 30 days or less
- Built for scale with robust LOS, pricing engine, telephony, and third-party integrations
- Intelligent automation, lead nurturing, account classification, and marketing tools
- Custom dashboards and business intelligence for real-time insights
- Trusted by industry leaders: Plaza Home Mortgage, Sun West Mortgage, REMN Wholesale, Arc Home Loans
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
Built for Mortgage Teams – Purpose-driven solutions designed specifically for loan officers, branches, and enterprise lenders, supporting real-world workflows without unnecessary complexity.
Teams stay focused on originating loans and strengthening relationships instead of managing technology.Fast Adoption at Scale – Quick to launch and easy to use, helping teams drive consistent adoption without heavy training or disruption.
Leadership sees faster time to value while loan officers stay productive from day one.Automated, Consistent Engagement – Always-on outreach to prospects, past clients, and referral partners that supports relationship building without adding to loan officer workload.
Meaningful touchpoints happen consistently in the background while loan officers focus on high-impact conversations.Customer Intelligence & Local Credibility – Actionable customer intelligence reveals borrower behavior, engagement signals, and key life moments, guiding loan officers on who to contact, when to reach out, and why it matters.
Combined with localized market insights, every interaction feels timely, relevant, and advisor-led.Enterprise-Grade Support & Connectivity – Seamless alignment with existing systems, backed by hands-on, human support enterprises can rely on.
Teams get responsive guidance from people who understand mortgage and move at the speed of the business.
OptifiNow
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