ABOUT Optivice “Optivice is an all-in-one debt management solution for advisors. Get the full picture of your client’s outstanding debt accounts, and plan goals, refinance options, credit score enhancement, and a suite of related products, all in one place.“
WHAT ARE THE INTEGRATION POINTS BETWEEN OPTIVICE AND REDTAIL CRM?
This is a two-way integration that enables advisors to import their Redtail contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.
2275-OAT-8/16/2023
