OPTIFINOW TPO | WHOLESALE LENDING CRM
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
★ #1 SYSTEM FOR WHOLESALE LENDERS
TRUSTED BY WHOLESALE LENDERS TO POWER BROKER GROWTH
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
AE ownership, assignment & reassignment
Engagement tracking & real-time AE alerts
Task automation & follow-up sequences
Opportunity tracking & pipeline visibility
AE scorecards & performance metrics
DATA-DRIVEN GROWTH
Turn Broker and Market Data Into Loan Volume
Leading wholesale lenders use data to identify the right brokers, prioritize outreach, and focus on opportunities most likely to produce volume. OptifiNow TPO puts that intelligence directly in your AEs' hands.
Broker scorecards and production rankings
Pull-through analysis
Target account identification
Market intelligence connections
Territory planning and management
Broker segmentation and priority tiers
SALES + MARKETING ALIGNMENT
Your CRM Should Be Your Marketing Platform
Sales and marketing should operate as one coordinated growth engine. When brokers open emails, click rate sheets, download content, or request pricing, AEs should know immediately — and act on it.
Email and SMS marketing
Drip and triggered campaigns
Marketing attribution
AE alerts on broker engagement
Product-specific campaigns
Rate sheet distribution
Re-approval reminders
Broker engagement tracking
"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
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CONNECTED SALES MACHINE
Connect Every System Your Wholesale Team Relies On
Top-performing lenders do not rely on disconnected tools. OptifiNow TPO connects CRM, LOS, pricing engines, phone systems, market intelligence, and marketing tools into one unified workflow — so your team never has to leave the platform.
LOS integrations
Pricing engine integrations
VoIP integrations
Market intelligence integrations
Email and SMS platform connections
Unified broker records
Workflow automation
FRACTIONAL CRM MANAGEMENT
You're Never On Your Own.
We're With You Every Step of the Way.
Most companies that invest in a CRM never fully unlock its potential. Configuration gets rushed, adoption stalls, and the system slowly drifts away from how the business actually works. Fractional CRM Administration changes that.
Deploy Faster, With a System
Built Around Your Business
OptifiNow's team handles the full implementation — configuration, integrations, data setup, and training. Because we specialize exclusively in wholesale lending, the system is built around your actual workflows from day one, not adapted from a generic template. Your team goes live faster and starts producing results sooner.
A System That Evolves as Your Business Grows
Markets shift. Teams change. Strategies evolve. Through regular advisory meetings and ongoing technical support, we continuously refine your platform — adjusting workflows, adding automations, and building new capabilities — so the system stays aligned with where your business is headed, not where it was when you launched.
Better ROI Over Time — Not Just at Go-Live
Traditional CRM deployments deliver their highest value at launch, then plateau. With Fractional CRM Administration, your ROI compounds. Every review cycle surfaces new opportunities to improve adoption, tighten workflows, and connect more data — turning your CRM into a continuously improving growth engine rather than a static tool.
WHAT'S INCLUDED WITH OPTIFINOW TPO
Full Implementation
End-to-end setup, configuration, and go-live support handled by our team.
Regular Advisory Meetings
Scheduled check-ins to review performance and align the platform with your goals.
Technical Support & Custom Dev
Ongoing support and custom development as your business evolves.
Marketing & Campaign Assistance
Help building and optimizing broker engagement campaigns.
Best Practices & Industry Expertise
Continuous guidance based on what's working across the wholesale lending industry.
✓ All services included with OptifiNow TPO
THOUGHT LEADERSHIP
Wholesale Lending Growth Insights
Practical strategies for broker relationship management, AE productivity, data-driven sales, and building a repeatable wholesale growth engine.
GET STARTED
Ready to Build a Repeatable Wholesale Growth Engine?
OptifiNow TPO brings together broker relationships, AE productivity, market intelligence, automation, integrations, and reporting in one CRM platform built specifically for wholesale mortgage lenders.
Broker relationship management built for wholesale
AE productivity tools that drive real results
Data and market intelligence connections
Sales and marketing working as one engine
Native integrations with LOS, pricing, and phone systems
Dashboards and reporting that measure what matters
Fractional CRM management — included with the system
*Subject to scope and configuration requirements.