OPTIFINOW TPO | WHOLESALE LENDING CRM
★ #1 SYSTEM FOR WHOLESALE LENDERS
Built for Wholesale Lending —
The CRM That Actually
Understands Your Business
OptifiNow TPO helps wholesale mortgage lenders grow broker relationships, improve AE productivity, connect market data, automate broker engagement, and turn sales activity into measurable loan volume.
Purpose-built for wholesale mortgage lending
Built around broker relationships, AEs, and mortgage workflows
Connects CRM, LOS, pricing, marketing, phone, and market intelligence tools
Helps teams engage more brokers and grow production faster
TRUSTED BY WHOLESALE LENDERS TO POWER BROKER GROWTH
Logan Finance
Plaza Home Mortgage
REMN Wholesale
Oaktree Funding
American Heritage Lending
Wholesale lenders use OptifiNow TPO to manage broker relationships, improve sales visibility, automate engagement, and connect the tools their teams rely on every day.
"OptifiNow is an account-based CRM that understands the challenges that wholesale lenders face. It knows when accounts need attention and automatically redistributes accounts to prevent our reps from getting overloaded."
Mike Ernst
Executive Vice President
"Every tool we need is integrated into OptifiNow so our account executives never have to leave the CRM. It gives them more time to take care of our customers and prospect to new brokers."
Carl Markman
Director of National Sales
"OptifiNow meets with us regularly and provides us with the flexibility and expertise we need to adjust to market conditions. I've never worked with a vendor that is as proactively involved with their clients."
Hien Mai
CRM Administrator
WHY IT MATTERS
Wholesale Lending Is Not Retail Lending. Your CRM Shouldn't Treat It That Way.
Generic CRMs were built for traditional sales teams. Wholesale lenders need a platform designed around broker relationships, account executives, mortgage workflows, pricing scenarios, loan submissions, and lender-specific integrations.
Broker relationships drive production
Your AEs manage dozens of broker relationships — not individual consumers. Your CRM must reflect that reality.
AEs need visibility into activity, engagement, and opportunities
Without the right data, AEs spend time on the wrong brokers and miss the ones ready to produce.
Sales and marketing need to work from the same data
Disconnected systems create blind spots. Aligned teams close more business.
Market intelligence must connect directly to outreach
Knowing which brokers are active in your market is only valuable if that data flows directly into your AE's daily workflow.
Loan workflows require integrations with LOS, pricing, and communication tools
Your CRM should connect every system your team relies on — not replace it.
THE OPTIFINOW TPO FRAMEWORK
A Growth Platform Built Around
Relationships, Data, and Automation
OptifiNow TPO is not just a CRM — it is a repeatable wholesale growth engine built on three interconnected pillars that work together to drive loan volume.
Relationships
Manage broker recruitment, retention, engagement tracking, AE ownership, and relationship continuity. Build the broker network that drives consistent production.
Data
Use market intelligence, broker scorecards, production analytics, target account identification, and territory planning to focus sales efforts where they matter most.
Automation & Technology
Automate workflows, connect LOS and pricing systems, trigger email/SMS campaigns, and give leadership visibility through reporting and dashboards.
BROKER RELATIONSHIPS & AE PRODUCTIVITY
Win More Broker Relationships by Helping AEs Sell Smarter.
OptifiNow TPO connects broker management and AE productivity in one platform — so your team spends time on the right brokers and every follow-up happens at the right moment.
Broker account & contact management
Broker account & contact management
