Lead+ Wholesale Selects OptifiNow to Transform Wholesale Mortgage Lending Sales Workflow

SEAL BEACH, Calif. – Lead+ Wholesale, a premier Non-QM wholesale mortgage lender, today announced it has selected OptifiNow as its sales workflow platform. The partnership marks a strategic move to enhance broker engagement, drive sales efficiency, and fuel scalable growth in the wholesale mortgage space.

Strategic Technology Partnership

Lead+ Wholesale chose OptifiNow for its unmatched expertise in wholesale mortgage lending and its comprehensive platform, which includes:

• Seamless Loan Origination System (LOS) integration

• Advanced email and SMS marketing tools

• Real-time loan pricing capabilities

• Ongoing training and support tailored to lenders

“OptifiNow stood out for its seamless system integration and its deep understanding of wholesale mortgage lending,” said Thomas Yoon, President of Lead+ Wholesale. “Their innovative approach to broker engagement—particularly through targeted, data-driven marketing—aligns perfectly with our mission to drive sales efficiency and scale quickly.”

Enhancing Broker Productivity

By combining LOS data, mortgage market analytics, and pricing engine integration, OptifiNow enables instant loan scenario pricing, allowing account executives to deliver timely, informed responses to brokers. The platform also offers robust lead management, communication tracking, and real-time updates—providing brokers with a simplified and more productive experience.

Comprehensive Support for Long-Term Success

In addition to technology, Lead+ Wholesale will benefit from OptifiNow’s industry-specific onboarding and support services, designed to maximize platform adoption and ensure optimal performance.

“We’ve had the privilege of partnering with many wholesale lenders over the years,” said John McGee, Founder and CEO of OptifiNow. “Our experience in the TPO space has enabled us to develop powerful tools that fuel growth and operational efficiency. We’re honored that Lead+ Wholesale chose OptifiNow to support their sales and marketing teams.”

About Lead+

Lead+ Wholesale is a leading Non-QM wholesale mortgage lender focused on delivering competitive products, efficient loan processing, and personalized service to mortgage brokers nationwide. By investing in cutting-edge technology and experienced professionals, Lead+ Wholesale is redefining the broker experience in the Non-QM space.

About OptifiNow

OptifiNow is a cloud-based provider of customized CRM sales management and marketing automation software. OptifiNow’s platform consists of multiple modules that are fully integrated to provide companies with a customizable solution that adapts to virtually any type of sales environment, including distributed retail, consumer direct, and wholesale mortgage lending. OptifiNow delivers their solutions using a unique White Glove service model that significantly reduces implementation time, lowers maintenance costs and increases user adoption. Visit www.optifinow.com or call (888) 746-6743 to learn more.