List of OptifiNow Sales Enablement Customers
Seal Beach, 90740, CA,
United States
Since 2010, our global team of researchers has been studying OptifiNow Sales Enablement 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 Sales Enablement for Sales Enablement 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 Sales Enablement for Sales Enablement include: Brokers Advantage Mortgage, a United States based Banking and Financial Services organisation with 40 employees and revenues of $10.0 million, Remn Wholesale, a United States based Construction and Real Estate organisation with 10 employees and revenues of $1.0 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 Sales Enablement, 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 Sales Enablement 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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Brokers Advantage Mortgage | Banking and Financial Services | 40 | $10M | United States | OptifiNow | OptifiNow Sales Enablement | Sales Enablement | 2022 | n/a |
In 2022, Brokers Advantage Mortgage implemented OptifiNow Sales Enablement to launch marketing and sales management processes within its non QM wholesale lending business. The deployment is identified in the Sales Enablement category and was initiated to introduce automated account classification and personalized email touchpoints for mortgage sales and borrower outreach.
OptifiNow Sales Enablement usage emphasized modules for automated account classification, email sequencing with personalized touchpoints, and pipeline management workflows tied to sales stages. Configuration work described in the vendor release included rules-driven account segmentation, templated personalized outreach, and workflow triggers to orchestrate borrower communications from initial lead through active pipeline stages.
The implementation included integrations with mortgage sales CRM systems and the loan origination system LOS to accelerate pipeline management and automate borrower outreach. Operational scope focused on mortgage sales and marketing teams within the wholesale lending organization, and governance changes introduced automated workflow triggers and clarified handoffs between sales and loan operations to standardize outreach cadence.
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Open Mortgage | Banking and Financial Services | 10 | $1M | United States | OptifiNow | OptifiNow Sales Enablement | Sales Enablement | 2020 | n/a |
In 2020, Open Mortgage deployed OptifiNow Sales Enablement in the United States to consolidate sales and marketing operations across its retail, wholesale and reverse channels. The OptifiNow Sales Enablement implementation served as a centralized Sales Enablement and CRM platform to unify channel workflows and activity records.
The work included CRM configuration, sales enablement capabilities such as content distribution and pipeline management, and an API integration to prepopulate loan applications. The vendor and partner announcements document the API integration to ReverseVision, enabling automated data transfer into reverse loan origination workflows.
Operational coverage targeted sales, marketing and reverse loan origination teams across the United States, with the integration explicitly supporting reverse channel originations. Governance emphasized consolidating cross-channel processes and orchestrating end to end workflows between OptifiNow and ReverseVision to streamline reverse loan origination.
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Remn Wholesale | Construction and Real Estate | 10 | $1M | United States | OptifiNow | OptifiNow Sales Enablement | Sales Enablement | 2020 | n/a |
In 2020, Remn Wholesale implemented OptifiNow Sales Enablement to manage its national wholesale sales team and to unify marketing campaigns across regions in the United States. The OptifiNow Sales Enablement application sits in the Sales Enablement category and was deployed as an integrated CRM and marketing automation platform, with explicit emphasis on contact and account management and email marketing capabilities.
The deployment focused on CRM configuration, centralized contact and account records, email campaign setup, and sales workflows intended to increase account executive productivity, and configuration work was delivered via OptifiNow's white glove configuration services. Functional coverage included contact and account management, campaign email orchestration, and lead handling processes consistent with sales enablement systems.
Operational scope covered Remn Wholesale's national wholesale sales and marketing functions across US regions, aligning marketing campaigns with AE workflows. Governance and rollout relied on vendor-led configuration services for initial provisioning and setup, and the implementation narrative centers on unifying sales and marketing data and operationalizing email-driven campaign management within the OptifiNow Sales Enablement platform.
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