OptifiNow announced the successful implementation of their OptifiNow TPO CRM platform with Plaza Home Mortgage. 

OptifiNow TPO enables Plaza Home Mortgage to leverage advanced CRM tools that improve sales performance and marketing efficiency. The platform is specifically designed for wholesale mortgage lenders. The SaaS platform handles all aspects of sales and marketing management, from account and contact distribution to targeted email campaigns. 

Key features of OptifiNow TPO include integration with mortgage loan origination systems (LOS), automated broker scoring and automated rate sheet email campaigns. The implementation allowed Plaza Home Mortgage to combine large amounts of data from multiple sources and provide accounts executives with easy access to marketing functionality.

NEXT, connecting women in the mortgage industry to grow and advance their leadership and careers.

Stay in the know

Get the daily intel that impacts your customers, employees and market. 

Up NEXT eNewsletter — Industry news

Thank you!

Share This