Mortgage CRM provider OptifiNow announced the launch of OptifiNow Flex, a version of their CRM platform to support multi-channel mortgage teams. Flex unifies the workflows for wholesale, retail, reverse mortgage, recruiting and more into a single system. This flexibility, coupled with OptifiNow’s commitment to long-term customer success, offers “unprecedented coverage” for the industry, the company said.
OptifiNow Flex consolidates the functionality of multiple CRMs into a single solution. All sales channels log into a single site but the CRM experience is customized for each user.
OptifiNow has built omni-channel CRMs to support many different lender configurations, including simultaneous forward and reverse lending environments, multiple DBAs with different workflows or the inclusion of a recruiting CRM within the overall platform. Housing all sales and marketing channels in OptifiNow Flex allows management to have visibility over the entire organization.