Non-QM Wholesale Lender Boosts Account Executive Productivity using Innovative, Custom-Bui lt Tools
Oaktree Funding
Kristopher Martin
Co-CEO

OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales process and gets the insights to drive continuous improvement. The core pillars of OptifiNow include a full featured CRM, Sales Automation, Sales Enablement, Content Management and Reporting/Analytics, all integrated into a cloud based platform. Deployed in a configurable modular format each Enterprise customer define their best practices and processes of their sales organization and provide their sales teams the tools they need to succeed in today's competitive marketplace.
Showing 4 OptifiNow Customer Success Stories
Oaktree Funding
Kristopher Martin
Co-CEO
Open Mortgage
Brian Roe
Vice President of Sales
Solve Mortgage
Blake Scheifele
Sun West Mortgage Company
John Brummund
Executive Managing Director
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