Skip to main content

OptifiNow Unveils New Business Intelligence Engine
Jan 08, 2020
OptifiNow announced a partnership with C Squared Social

OptifiNow has launched its Insights onDemand business intelligence engine, a reporting and analytics tool built into their flagship OptifiNow CRM platform. BI Insight combines sales and marketing data managed in the OptifiNow CRM with external data sources to provide a 360-degree view of business performance. Insights onDemand is included with the CRM platform and is provided with OptifiNow’s White Glove custom configuration service.
BI Insight transforms the OptifiNow platform into a strategic decision-making tool. By leveraging OptifiNow’s robust API integration capabilities, BI Insight can connect to LOS, POS or other business systems to generate reports and dashboards that augment visibility into business performance and how it impacts revenue generation.
“BI Insight gives mortgage executives clarity on all their business processes and helps them devise a strategy that is well informed,” said John McGee, chief executive officer and founder of OptifiNow. “Our CRM and sales enablement modules allow mortgage companies to run their sales and marketing processes more efficiently. But at the same time, we’re helping lenders convert these activities into measurable data points so that they can use BI Insight to make decisions that have an actual impact on their bottom line.”
OptifiNow recently named Linn Cook vice president of sales, responsible for engaging businesses to generate new revenue growth as the company expands.


Jan 08, 2020
More from
Liquid Mortgage Technology Supports Efficient Debt Market

Liquid Mortgage received a U.S. patent for its distributed ledger technology to support its future vision of efficient and transparent debt markets.

Jul 22, 2021
Rocket Expands Home Search Tool To All 50 States

Rocket Homes announced its growing home search tool now includes listings from all 50 states.

Jul 21, 2021
Better's One-Click Checkout Now Offers Title Insurance For Refi's

Better announced it has been licensed as a title insurance provider for refinance transactions through Better Settlement Services (BSS) in Virginia. 

Jul 20, 2021
Fairway Independent Mortgage Uses Doma To Improve Refinance Business

Doma Intelligence platform will remove key points of friction and frustration that affect traditional mortgage closings.

Jul 16, 2021
Total Expert For Salesforce Improves Customer Engagement

Total Expert announced their integration with Salesforce to enable marketing and customer engagement on behalf of advisors, loan officers, and personal bankers. 

Jul 15, 2021
Lendsmart Integrates With Freddie Mac To Digitize Underwriting

Lendsmart’s platform unifies all the parties involved and reduces operational costs.

Jul 14, 2021