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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Wholesale Lenders who use OptifiNow TPO
Expert Broker Account Management
Simplify and streamline the assignment and management of mortgage broker accounts, increasing sales engagements and minimizing conflicts between account executives.
"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
Powerful Integrations
Combine the data and functionality of a wide variety of systems with seamless API integrations: LOS platforms, VoIP systems, product and pricing engines, originator data sources and many more.
"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
White Glove Managed Services
Reduce your resource demand by leveraging our expertise to implement, maintain and customize the CRM platform, allowing you to focus on your core business activities.
"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 as OptifiNow."
Hien Mai - CRM Administrator
Cost-Effective and Easy to Deploy
Get a powerful, wholesale lender-ready CRM platform at an affordable price – without the need to hire additional resources or expensive maintenance. Ready to deploy in as little as 30 days*
"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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