Inlanta Mortgage Deploys OptifNow’s CRM and Automated Marketing Platform


Wisconsin-based mortgage lender Inlanta Mortgage is now using the OptifiNow CRM and automated marketing platform to improve its branch development and recruiting efforts.

“Recruiting is a big part of our growth strategy,” says Chris Knowlton, CIO of Inlanta Mortgage, in a release. “Over the past five years, Inlanta has grown tremendously beyond our family-owned roots. We’re committed to advancing the growth of our national footprint, but in order to sustain that growth we need a way to identify and engage with candidates effectively. That is why we selected OptifiNow.”

OptifiNow is a CRM and marketing automation platform that is widely used within the mortgage industry for both retail and wholesale environments. The platform smartly integrates contact management with email and SMS marketing in a way that simplifies the entire sales and marketing process. The broad configurability of the platform made it ideal for loan officer recruiting.

“When our mortgage clients asked for a recruiting module, we jumped at the opportunity,” says John McGee, CEO and founder of OptifiNow. “With the mortgage market being as competitive as it is, our platform gives lenders an edge in attracting top producers.”

Inlanta Mortgage has 38 branch offices and a current network of more than 250 mortgage experts licensed throughout 24 states.

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