Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, we are the only CRM marrying cutting-edge technology with personalized "white glove" service—crafting success through understanding, customization, and proactive support. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success.


OptifiNow understands the challenges that mortgage lenders face when implementing a CRM system. All lenders need a CRM that can efficiently manage customers and referral partners, but the missing link is having the expertise to manage the CRM itself. That’s where OptifiNow steps in. We provide both the technology and the service that is needed to keep a CRM functioning at peak performance.

  • Integrated Communications: Stay connected with borrowers, partners, and team members effortlessly. With integrated communication tools, including email, SMS, and VOIP phones, never miss an opportunity to engage and nurture relationships.
  • Advanced Automation: In an industry where time is of the essence, OptifiNow’s robust automation capabilities enable mortgage lenders to automate repetitive tasks, streamline operations, and focus on what truly matters – building relationships and closing deals.
  • Versatility Across Channels: OptifiNow is unique in its flexibility to support virtually any type of mortgage environment. Retail, consumer direct, wholesale, correspondent – OptifiNow has the tools and the experience to deliver a solution that enables all of your mortgage channels to flourish.
  • Robust Integration APIs: Create a technology stack that empowers your sales team to be agile and efficient. Connect to LOS systems, pricing engines, external databases and communication tools that create a fully integrated sales machine.
  • White Glove Service: OptifiNow is the only CRM vendor committed to providing clients with a range of services that take the labor and worry out of maintaining a CRM. Every week, OptifiNow meets with clients to gather feedback, discuss changes and review any service requests. Services include CRM configuration changes, marketing assistance, data uploads, custom integrations and even custom software development.


OptifiNow isn’t just a CRM software company; we’re a long-term strategic partner for mortgage lenders. With industry-specific features, cutting-edge technology, and an unwavering commitment to service, OptifiNow empowers lenders to elevate the customer experience.

Choose OptifiNow – where innovation meets service to deliver a one-of-a-kind CRM solution.

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(888) 746-6743


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    • Carl

      SVP-Director of National Sales

      REMN Wholesale

      REMN has had a business relationship with OptifiNow for several years. They are responsive, an amazing partner, and I would highly recommend them to any company searching for a CRM and marketing platform.

      Published On: January 23, 2024

    • Jim

      Executive Vice President

      Jet Mortgage

      great to work with. Responsive, helpful and provide great training

      Published On: January 10, 2024

    • Dean

      EVP / Chief of Production

      Foundation Mortgage

      Great CRM that is very customizable. Staff is very knowledgeable as well.

      Published On: January 10, 2024

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