OptifiNow

OptifiNow and Synatic announce an exclusive webinar for the #insurance industry, "Better Sales Through Better Data: How AMS-CRM Integrations Enable Insurance Agencies to Work Smarter" on Wednesday, March 19th, 2025 at 10 am PT / 1 pm ET. Read on to learn more! #webinar #insurance #AMS #CRM #integrations

Thank you to everyone that attended our webinar last week, "The $100k Opportunity Your Loan Officers Are Missing Out On". We had a great time discussing how LOs can strengthen their referral pipeline and generate more consistent volume by focusing on the people they already know! We want to thank Brian Roe for leading the conversation and sharing his insights on how to build an effective sales and marketing process. If you missed the webinar, you can catch our replay here: https://bit.ly/40xOBMd Enjoy! #crm #mortgagelending #referralmarketing #marketingautomation #referralblueprint

Just one more day before our webinar! Register and receive our free guide, "The Referral Blueprint', which details how to build a referral sales and marketing process that is consistent, effective and easy to execute. The webinar starts at 10 am PST / 1 pm EST on Wednesday, January 22nd. Don't miss out! Register here: https://bit.ly/42kCYuw

Did you know that the vast majority of borrowers are satisfied with their loan officers, but only 11% use them again? Countless surveys show that loan officers do an excellent job serving their customers but miss out on repeat business and referrals that cost next to nothing to acquire and result in much higher conversion rates. Join our webinar next Wednesday, January 22nd at 10 am PST / 1 pm EST to learn how to create a sales process that generates 30 almost guaranteed deals every year simply by tapping your existing network of past clients and referral partners. Register for our webinar here: https://bit.ly/4ha0tdN #webinar #loanofficers #mortgage #referralpartners #crm #marketingautomation

How much do you value your past clients? You know you're sitting on a goldmine of repeat and referral business, but you let it slip through your hands every year.?Let 2025 be the year you realize their potential and find the hidden goldmine sitting in front of you. Join OptifiNow's VP of Sales,?Linn Cook?and 20-year mortgage industry veteran?Brian Roe ?– who has experience as an originator, branch manager and sales executive – as they discuss how to create a simple and scalable process that keeps loan officers constantly engaged with their top referral partners and effortlessly generate at least 30 deals per year! In this webinar, we'll discuss: ?? How you can create more value from relationships you already have ?? What you can do to stand out and generate opportunities that your competition is missing ?? Learn the '30 for 30' blueprint for building strong referral relationships Register here?for our webinar on January 22nd, 2025 at 10:00 am PST / 1:00 pm EST: https://bit.ly/4ha0tdN Thank you and we hope you can join us!

Wholesale lenders! This is for you. OptifiNow Loan Scenario Tracking module is an innovative tool proven to increase broker submissions. The Loan Originator Networks Pricer tool is built to connect with multiple pricing engines. OptifiNow and LON recently completed an integration of these two components that enables wholesale account executives to provide instant loan scenario pricing to brokers without being restricted to a particular pricing engine. Read more to learn how OptifiNow and LON support wholesale lenders with unique and innovative solutions. https://loom.ly/RbEQPGo #wholesalelender #crm #pricingengine #aesareawesome

OptifiNow announces an integration with Synatic , an insurtech data integration and automation leader, that enables OptifiNow's all-in-one CRM to synchronize data with a variety of insurance agency management systems (AMS). Synatic's extensive experience with CRM and AMS integrations makes them an ideal partner for OptifiNow as they expand their footprint in the insurance industry. Read our press release here: [hyperlink] #crm #ams #insurtech #partnership #integration

If you missed our webinar last week, "Why Are You My Insurance Agent?", you can catch a replay here: https://loom.ly/Py_oI9o Hear insights on how insurance agencies can successfully implement CRM technology and marketing automation that increases customer retention, saving thousands of dollars of lost revenue. Thank you to Linn Cook and David Bourque for participating in the webinar. Keep following OptifiNow and TSI Consultants to learn more about upcoming webinars and how we help insurance agencies grow. #crm #insuranceagencies #insurancemarketing #webinar

OptifiNow is proud to announce that Arc Home has successfully implemented our CRM platform, OptifiNow TPO. We are grateful for the opportunity to work with a leading provider of Non-QM lending solutions and look forward to helping their wholesale and correspondent teams grow. Read our press release here: https://bit.ly/3BnpCSR #crm #wholesalelending #nonqm #aesareawesome

Last chance to register! Join our webinar tomorrow, October 2nd at 10 am PT / 1 pm PT, where we'll be discussing how insurance agencies can protect their revenue by boosting customer retention. "Why Are You My Insurance Agent?" is a free webinar presented by OptifiNow and TSI Consultants. Click here to register: https://bit.ly/4e85tP1 #insuranceagencies #customerretention #crm #insurancemarketing