OptifiNow

Community Wholesale Lending connects broker account management, pricing-engine alerts, rate sheet marketing and mobile sales access in OptifiNow TPO SEAL BEACH, Calif., [June 30th, 2026] — OptifiNow, an intelligent sales and marketing CRM platform for mortgage lenders, announced today that Community Wholesale Lending has implemented OptifiNow TPO to support the continued growth ...

At OptifiNow, we're always excited to announce our latest innovations, integrations, and feature releases. But sometimes, in our enthusiasm for what's new, we forget to talk about some of the foundational tools that help our users succeed every day. One of those tools is the OptifiNow Home Page. For many users, the Home Page is simply the first screen they see after logging in. ...

In just a few weeks, America will celebrate a remarkable milestone—250 years since the signing of the Declaration of Independence. As we approach this historic anniversary, I find myself reflecting on how fortunate we are to live and work in a country built on the ideals of freedom, opportunity, and the belief that every person has the right to pursue their dreams. For those of ...

A CRM is only as useful as the data inside it. Sales, marketing, and customer service teams rely on CRM data every day to understand prospects, manage relationships, run campaigns, track opportunities, and make business decisions. But even the best CRM system can become messy quickly if the data is not managed carefully. Duplicate contacts, outdated email addresses, incomplete r...