American Heritage Lending Optimizes Wholesale Operations with OptifiNow TPO Deployment
Non-QM wholesale mortgage lender American Heritage Lending successfully deploys OptifiNow TPO and sees rapid adoption.
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Mortgage Lenders who use OptifiNow Flex
One CRM for any type of mortgage channel
Retail, consumer direct, wholesale, reverse mortgages, recruiting – OptifiNow Flex supports any type of mortgage origination channel unified in a single CRM instance. Instantly switch between different channels with unique screens and integrations
“When we saw how well it supported our traditional retail and consumer direct channels, we decided to use them for our wholesale division. OptifiNow delivered a solution that fit us like a glove.”
John Brumund - Executive Managing Director
Retail
Consumer & Broker Direct
Wholesale
Recruiting
Marketing automation, LOS integration and unlimited customization
Let OptifiNow build a custom process that uniquely fits your organization, including robust LOS integrations with automations that drive smarter borrower, realtor and broker engagement.
"Not only was OptifiNow able to support sales and marketing for all of our business channels, but their API connected all of our data sources and give us a better view on our business."
Brian Roe - Vice President of Sales
OptifiNow White Glove Service
Comprehensive service provided by OptifiNow that includes fully managed implementation, ongoing CRM administration, custom software development, and high-touch technical support.
“With OptifiNow, we found a partner that understands your business, challenges, and aspirations and is committed to helping you achieve that with practical solutions.”
Hien Mai - CRM Administrator
CRM without the frustration
"The implementation was quick and painless and provided us with greater control over our wholesale business."
"The implementation was quick and painless and provided us with greater control over our wholesale business."
Dean Ayres - Senior Vice President
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