List of OptifiNow Business Intelligence Customers
Seal Beach, 90740, CA,
United States
Since 2010, our global team of researchers has been studying OptifiNow Business Intelligence customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased OptifiNow Business Intelligence for Analytics and BI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using OptifiNow Business Intelligence for Analytics and BI include: Sun West Mortgage Company, a United States based Banking and Financial Services organisation with 1040 employees and revenues of $250.0 million, Solve Mortgage, a United States based Banking and Financial Services organisation with 25 employees and revenues of $20.0 million, Open Mortgage, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using OptifiNow Business Intelligence, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The OptifiNow Business Intelligence customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Open Mortgage | Banking and Financial Services | 10 | $1M | United States | OptifiNow | OptifiNow Business Intelligence | Analytics and BI | 2020 | n/a |
In 2020, Open Mortgage implemented OptifiNow Business Intelligence, an Analytics and BI application, to unify sales, reverse and retail channels and to eliminate duplicate systems across distributed loan officers in the United States. The deployment focused on sales and origination operations and centralized management reporting for retail and reverse loan teams.
OptifiNow Business Intelligence was configured to deliver consolidated reporting, one click actions, and integrated LOS synchronization. Functional capabilities implemented included consolidated dashboards for sales and reverse loan origination, automated synchronization of loan records from the LOS, and workflow triggered actions to reduce manual reconciliation and duplicate data entry. The configuration emphasized real time visibility into pipeline and origination status to support operational decision making.
The implementation included an API connection to their LOS ReverseVision to synchronize loan status and transactional data, enabling consolidated reporting across retail and reverse channels. Operational scope covered distributed loan officers in the U.S., with management using the unified reporting to better identify leverage points and improve ROI. Governance was adjusted to centralize reporting ownership and standardize synchronization workflows to preserve data consistency across channels.
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Solve Mortgage | Banking and Financial Services | 25 | $20M | United States | OptifiNow | OptifiNow Business Intelligence | Analytics and BI | 2023 | n/a |
In 2023, Solve Mortgage implemented OptifiNow Business Intelligence alongside OptifiNow's TPO CRM to support wholesale and Non QM lending. OptifiNow Business Intelligence provided integrated reporting and real time sales and marketing insights, delivering Analytics and BI capabilities designed to improve broker account management and sales productivity. The deployment covered sales, marketing, and broker relations functions across the United States and aligned analytics with the company s operational focus on wholesale channels.
The implementation delivered KPI dashboards, pipeline and conversion reporting, ad hoc query capabilities, and scheduled executive reporting to surface broker performance and loan funnel metrics. Configuration work centered on data models that joined loan pipeline records, broker activity, and campaign attribution, enabling stakeholder specific dashboards for broker managers and sales leadership. Automation of report refresh and alerting for sales activity was part of the BI configuration to support near real time operational decision making.
OptifiNow Business Intelligence was deployed as a cloud native analytics layer integrated with OptifiNow TPO CRM, ingesting transactional and broker engagement data to populate dashboards and reports. Operational users included loan officers, broker managers, sales operations, and marketing teams, with the platform used to unify sales and marketing views of broker accounts and loan pipelines. Data governance and access controls were structured to centralize reporting ownership in sales operations while allowing role based dashboard access.
Governance and rollout followed a phased approach with training for broker relations and sales staff and iterative dashboard refinement based on stakeholder feedback. According to the case study, the combined TPO CRM and OptifiNow Business Intelligence implementation improved broker account management and sales productivity across the U.S., with integrated reporting and real time insights cited as primary enablers.
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Sun West Mortgage Company | Banking and Financial Services | 1040 | $250M | United States | OptifiNow | OptifiNow Business Intelligence | Analytics and BI | 2022 | n/a |
In 2022, Sun West Mortgage Company implemented OptifiNow Business Intelligence. OptifiNow Business Intelligence is an Analytics and BI application deployed across retail, wholesale and a new Home Buyer Connect channel in the United States to consolidate CRM, marketing automation and reporting across the organization.
The implementation centralized CRM and marketing automation capabilities alongside unified reporting, with OptifiNow Business Intelligence providing LOS integration and real time reports so management could stop combining exports and make faster data driven decisions. Configuration focused on consolidating campaign analytics and routing workflows, yielding faster routing and higher conversions across channels.
Operational scope covered sales, marketing and operations teams, providing a single reporting plane for campaign performance and management reporting. Governance changes streamlined reporting workflows and reduced manual export reconciliation, embedding OptifiNow Business Intelligence as the primary analytics and BI platform for customer engagement and lead routing processes.
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