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OptifiNow Logo

OptifiNow

Your CRM, Your Way – Tech and Service Beyond Expectations

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OptifiNow Pricing, Features, Reviews and Alternatives

OptifiNow FAQs

Q. Who are the typical users of OptifiNow?

OptifiNow has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

These products have better value for money


Q. What languages does OptifiNow support?

OptifiNow supports the following languages:
English


Q. Does OptifiNow offer an API?

No, OptifiNow does not have an API available.


Q. What other apps does OptifiNow integrate with?

OptifiNow integrates with the following applications:
MeridianLink Mortgage, Zillow Rental Manager, Mortgage Cadence Platform, Encompass, Five9, RingCentral MVP, Vonage Business Communications


Q. What level of support does OptifiNow offer?

OptifiNow offers the following support options:
Chat, Phone Support, Email/Help Desk

OptifiNow product overview

What is OptifiNow?

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.

Key benefits of using OptifiNow

- Reduces the cost and complexity of implementing and maintaining a CRM platform
- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool
- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.
- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending
- Experienced and agile vendor that can support virtually any type of integration from any vendor
- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.
- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Phone Support
Email/Help Desk

Training options

Live Online
Webinars
Videos

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Starting from

49

/user

Per month

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OptifiNow features

Functionality

4.8

/5

5

Total features

88

5 categories

Most valued features by users

Third-Party Integrations
Activity Dashboard
Reporting & Statistics
Contact Management
API
Data Import/Export
Alerts/Notifications
Reporting/Analytics

Functionality contenders

OptifiNow users reviews

Overall Rating

4.8

/5

5

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

5

0

0

0

0

Overall rating contenders

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