OptifiNow 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OptifiNow

4.8

(5)

Pricing

Pricing available upon request

About OptifiNow

Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness.

UNIQUE VALUE PROPOSITION

CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent
Robust LOS integrations
Integrated email, SMS, and collateral marketing
Every client gets a unique instance of the CRM for unlimited customizations
White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices

WHY A LENDER SHOULD CARE

Reduces the cost and complexity of implementing and maintaining a...

OptifiNow Screenshots

OptifiNow Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

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OptifiNow Features

Popular features found in Lead Management
Campaign Management
Contact Management
CRM
Lead Capture
Lead Segmentation
Prospecting Tools
Reporting/Analytics
Task Management
Workflow Management
More features of OptifiNow
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Calendar Management
Call Logging
Channel Management
Collaboration Tools
Commenting/Notes
Contact Database
Content Management
Contract/License Management
Customer Database
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Scoring
Customizable Templates
Data Import/Export
Deal Management
Document Management
Document Storage
Email Management
Email Marketing
Email Sequences
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Field Sales Management
For Sales Teams/Organizations
Goal Management
Interaction Tracking
Lead Assignment
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
List Management
Meeting Management
Mobile Access
Mobile App
Monitoring
Multiple Scoring Models
Opportunity Management
Performance Metrics
Pipeline Management
Prioritization
Process/Workflow Automation
Product Catalog
Proposal Generation
Quotes/Estimates
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Revenue Management
Sales Activity Management
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Search/Filter
Social Media Integration
Source Tracking
Template Management
Territory Management
Third-Party Integrations
Transfers/Routing
Web Forms

OptifiNow Integrations

MeridianLink Mortgage

Zillow Rental Manager

Mortgage Cadence Platform

Encompass

Five9

RingEX

See all 7 integrations

OptifiNow User Reviews

Overall Rating

4.8

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.8

Customer support

4.7

Functionality

4.8

Have you used OptifiNow and would like to share your experience with others?

Michael K.

Management Consulting

Used unspecified for more than 2 years

Review source

Reviewed May 2015

Implemented this Lead Management solution at several client locations

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

What I like most about this solution is that the sales people love to use this product because it drives more sales for them. Client after client that I implement this in becomes a raving fan of the system - in part because it is so flexible. The software team that deploys the solution not only customizes it to your workflow but gives you their years of experience with respect to best practices across industries.

Cons:

Honestly, in each of our implementations we have had nothing but a great experience.

michael c.

Medical Practice

Used unspecified for less than 12 months

Review source

Reviewed May 2016

Addiction Recovery Call Center

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.

Cons:

I wish they have active customer support phone number. They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.

John L.

Computer Software

Used unspecified for unspecified

Review source

Reviewed May 2015

Great Lead Management platform with one stop marketing compliance