Newfi Selects OptifiNow as Its Sales and Marketing Platform – NMP Skip to main content

Newfi Selects OptifiNow as Its Sales and Marketing Platform

Jan 28, 2020
OptifiNow announced a partnership with C Squared Social

Newfi Lending has named OptifiNow as its integrated cloud-based sales and marketing platform to help manage the growth of their rapidly expanding wholesale mortgage lending business. OptifiNow provides mortgage companies with a comprehensive suite of sales and marketing modules that will manage the growth of Newfi’s wholesale mortgage lending business to manage their mortgage broker base, send targeted marketing messages and monitor performance in real-time.
 
Newfi Lending has named OptifiNow as its integrated cloud-based sales and marketing platform to help manage the growth of their rapidly expanding wholesale mortgage lending business“Newfi Lending had a record-breaking 2019 and we’re looking to continue our growth in 2020. Managing our sales and marketing more efficiently is one of our major New Year’s resolutions,” said Steve Abreu, founder and chief executive officer of Newfi Lending. “OptifiNow has all the sales and marketing automation tools we need. They also have a tight integration with our LOS, which keeps our customer records up-to-date and allows us to track detailed production volume. OptifiNow goes beyond just sales and marketing by giving us real insight on our business performance.”
 
John McGee, founder and chief executive officer of OptifiNow, said: “We’re excited to partner with Newfi Lending and help them as they grow their wholesale business. Newfi is a tech-focused lender, so we’re confident we can help them scale their sales and marketing operations in 30 days or less. We combine our cloud-based platform with easy-to-use tools, intelligent integrations and powerful business analytics to deliver a fully configured solution designed for their business.”
About the author
Published
Jan 28, 2020
More from
Tech
New American Funding Extends AI Push To Borrower Calls

The lender is adding customer-facing agents across originations and its $73 billion servicing portfolio, but has not disclosed which transactions will be automated or when deployment begins

Aug 20, 2026
The Hidden Risk Inside Mortgage Tech Consolidation And How Lenders Can Stay In Control

platforms consolidate and vendors gain leverage, the lenders who stay disciplined about data, adoption, and exit terms will be the ones who keep control of their own tech stack

Aug 19, 2026
The Race To Reinvent Mortgage Origination

Automation promises to strip away administrative work while raising expectations for production, conversion, and human advice

Aug 19, 2026
Clear Capital Clears GSE Test For New Property Data Standard

The verification gives lenders another option for inspection-based appraisal alternatives, but it covers only one piece of a much broader collateral-readiness challenge

Aug 19, 2026
Checkr Buys Truv To Move Mortgage Verification Beyond Documents

The acquisition adds consumer-permissioned payroll and banking data to Checkr’s mortgage platform while lenders confront increasingly convincing fabricated financial records

Aug 19, 2026
Brokers Build Their AI Toolbox At Originator Connect 2026

Instead of waiting for tech giants to dictate the market, originators are realizing the technology's immediate impact

Aug 15, 2026