List of OptifiNow CRM Customers
Seal Beach, 90740, CA,
United States
Since 2010, our global team of researchers has been studying OptifiNow CRM 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 CRM for CRM 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 CRM for CRM include: Sun West Mortgage Company, a United States based Banking and Financial Services organisation with 1040 employees and revenues of $250.0 million, Open Mortgage, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Oak Tree Funding, 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 CRM, 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 CRM 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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Oak Tree Funding | Banking and Financial Services | 10 | $1M | United States | OptifiNow | OptifiNow CRM | CRM | 2021 | n/a |
In 2021, Oak Tree Funding implemented OptifiNow CRM, deploying the system in Upland California United States. Oak Tree Funding was OptifiNow’s first client to enable a native integration with LoanScorecard as part of its CRM deployment.
The implementation linked OptifiNow CRM's Support OnDemand module to LoanScorecard's automated underwriting engine, creating a one-click scenario creation workflow for account executives. Configurations routed scenario requests from the CRM to LoanScorecard and returned product and pricing decisions into the OptifiNow record. The integration established an orchestration layer for rapid loan scenario quotes and real-time decisioning within the CRM.
Operationally the deployment targeted account executives, the call-center, and external brokers, with immediate product and pricing outputs sent to brokers from the CRM. Functional capabilities implemented included automated underwriting calls, scenario templating, quote distribution, and support-case linked decisioning. These changes improved call-center responsiveness and account executive productivity as reported in the implementation notes.
Rollout occurred in Upland California United States and was positioned as a production integration to support front-line lending workflows. Governance emphasized CRM-driven workflow orchestration and Support OnDemand module ownership to streamline loan quoting and broker communication.
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Open Mortgage | Banking and Financial Services | 10 | $1M | United States | OptifiNow | OptifiNow CRM | CRM | 2020 | n/a |
In 2020, Open Mortgage implemented OptifiNow CRM in the United States to streamline reverse lending origination. The implementation targeted CRM-led application generation and data synchronization to reduce manual data entry across origination and production workflows.
OptifiNow CRM was configured to enable loan officers to generate and prepopulate reverse loan applications directly from the CRM, providing borrower data capture, application staging, and document linkage capabilities typical of CRM systems. The deployment emphasized API-driven form prepopulation and record staging to support reverse origination workflows and to accelerate movement from application to production.
The project integrated OptifiNow CRM with ReverseVision’s RVX Loan Import API and synchronized loan records between Open Mortgage’s loan origination system and the CRM. Architecturally the solution used the RVX Loan Import API as the inbound integration point for reverse loan data, enabling automated import of RVX-formatted loan payloads into OptifiNow CRM and bidirectional record synchronization with Open Mortgage’s LOS to minimize rekeying.
Governance and process changes focused on shifting initial reverse application creation from manual LOS entry to CRM-driven workflows, aligning loan officers and production teams around a single source of prepopulated application data. The integration explicitly aimed to reduce rekeying, speed production, and improve data integrity in reverse lending workflows, with operational impact on origination and loan production functions.
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Sun West Mortgage Company | Banking and Financial Services | 1040 | $250M | United States | OptifiNow | OptifiNow CRM | CRM | 2020 | n/a |
In 2020, Sun West Mortgage Company deployed OptifiNow CRM, implementing a multi-channel CRM and marketing automation platform in Southern California, United States, focused on unifying wholesale, distributed retail and a Home Buyer Connect channel. The deployment consolidated three CRMs into one system to simplify sales and marketing management and to standardize lead handling across channels.
OptifiNow CRM was configured to deliver marketing automation and CRM capabilities including automated email campaigns, a business rules engine, lead funnel management and call center routing logic. Configuration work emphasized a unified lead object and campaign templates, enabling automated progression through lead funnels and orchestration of lead-to-loan workflows.
Operational coverage extended across sales, marketing, call center and loan operations, with the implementation supporting wholesale and distributed retail origination channels as well as the Home Buyer Connect channel. The deployment served as the primary CRM platform for regional operations in Southern California and was positioned as the central system for lead distribution and routing.
Governance changes included centralization of business rules and campaign governance to enforce consistent lead qualification and assignment processes, and a phased rollout to align sales and marketing workflows. The implementation aimed to simplify sales and marketing management and improve lead-to-loan workflows and call center routing, consistent with the stated objectives.
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