Newfi Lending Names OptifiNow as its Cloud-Based Sales and Marketing Platform


OptifiNow’s innovative technology platform to provide rapidly growing wholesale mortgage lender with a single solution for sales, marketing and business intelligence.

SEAL BEACH, Calif. – 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 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 CEO 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.”

Since 2015, OptifiNow has provided mortgage companies with an innovative platform of software solutions for empowering their revenue growth through comprehensive sales and marketing automation and management. With support for all types of mortgage lending – retail, wholesale, consumer direct, correspondent and reverse – OptifiNow is uniquely equipped to handle the needs of any mortgage lending organization.

“We’re excited to partner with Newfi Lending and help them as they grow their wholesale business,” said John McGee, founder and CEO of OptifiNow. “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.”


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