OptifiNow - 2026 Pricing, Features, Reviews & Alternatives

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.