The only CRM purpose-built for Wholesale Mortgage Lenders

Build broker trust and generate more volume with OptifiNow TPO.

The only CRM purpose-built for Wholesale Mortgage Lenders

OptifiNow TPO is the CRM trusted by leading Wholesale Mortgage organizations to optimize their revenue strategy. It streamlines sales and marketing operations, automates key tasks, and aggregates data to drive operational insights. OptifiNow TPO was built by and for industry experts with the flexibility to meet any organization’s needs.

Attract New Business Efficiently

Make your go-to-market activities stand out from the crowd by easily segmenting, personalizing, and branding your loan products and services.

Sell Smarter

Combine information from your LOS and other data sources to help Account Executives better understand their brokers and drive loan submissions.

Use Resources More Wisely

Practical tools and automated processes drive user adoption, enhancing sales efficiency and CRM ROI.

Build broker trust and increase loan volume with OptifiNow TPO

Wholesale Mortgage lenders need to ensure they are getting the most out of their sales and marketing effort without runaway CRM costs. Big name CRM vendors say they can deliver results but lenders end up shouldering the time, cost and frustration of building a system on their own. This hinders your team’s ability to establish broker trust and puts your organization at risk when your top performers leave.

Innovative Features for Every Role

Leverage LOS Data

Provide Account Executives with broker and loan data automatically synchronized with loan origination systems (LOS) to enhance broker engagements and set sales priorities.

Dynamically Score Broker Accounts

Rate client behavior using lender-defined business rules that guide Account Executive objectives and focus sales efforts more efficiently

Efficiently Distribute Accounts

Create an automated process to distribute broker accounts and ensure no potential deals fall through the cracks.

Quickly Find Key Accounts and Contacts

Powerful search tools put critical customer and prospect information at the fingertips of Account Executives.

Easily Track Activities and Improve Broker Interactions

Simple CRM navigation enables Account Executives to easily track their sales engagements with brokers by phone, email and SMS.

Access a Library of Marketing Materials

Create personalized materials, including co-branding and white label branding, to support loan product marketing and enhance partner relationships

Identify High Priority Accounts

Automated business rules stack rank accounts based on loan volume, submission dates and Account Executive activity to streamline sales efforts.

Market More Efficiently

Send targeted marketing campaigns to specific segments based on broker activity.

Trigger Automated Campaigns Using Data

Use virtually any data field to initiate a multi-step sequence campaign.

RateSheet Distributor

Generate automatically personalized rate sheet emails based on contact, company, or other segmentation information

Easy Event Marketing

Upload contact lists, automatically dedupe and tag records, and quickly send campaigns to specific groups of brokers.

Marketing Store

Create and share dynamically personalized content with your Sales teams to facilitate consistent messaging.

Build broker trust and increase loan volume with OptifiNow TPO

Wholesale-Specific Workflows

Configured for Your Business

Improved Operational Efficiency

Live in 60 Days

Lower CRM Costs

Trusted by Leading Wholesale Lenders

[ultimate_carousel slides_on_desk=”1″ slides_on_tabs=”1″ slides_on_mob=”1″ arrow_color=”#459284″ dots=”off”]

“OptifiNow’s Account Classification feature helps our Account Executives easily identify accounts that need their attention, allowing us to scale our sales process quickly. Logan has been growing rapidly and has developed a reputation for certainty and stability during uncertain times, especially when many competitors are shuttering their business. OptifiNow helps our AEs manage their client communications and maintain a consistent delivery of the Logan experience that has earned us the title of ‘The Agency of Non-Agency.™’”

Bobby Love

Chief Operating Officer, Logan Finance

“We knew we could rely on OptifiNow to build a platform that worked the way we wanted to work,” said Markman. “We gave them our data, configuration requirements and integrations. OptifiNow took care of everything else.”

Carl Markman

Director of National Sales, REMN Wholesale

“OptifiNow didn’t give us vaporware or promises. They already had a CRM that was specifically built for wholesale lending with features and integrations that demonstrated a deep understanding of wholesale sales and marketing operations. OptifiNow was the obvious choice for us.”

Garrett Finkelstein

Vice President of Marketing, Eleven Mortgage 

“We want to make it as easy as possible for our Account Executives to reach out to brokers and promote our loan products. OptifiNow integrated all of our sales and marketing tools into one system, unifying the processes and the data we need to perform at a high level.”

Christine Abrams

Sales Manager, Emporium TPO

“We are excited to partner with OptifiNow and leverage their custom automation expertise to supercharge our sales and strengthen customer relationships.”

Brian Hewitt

National Sales Manager, NextUs Lending


Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.