OptifiNow Selected by TPO GO to Power Wholesale Sales, Marketing, and Broker Engagement

Seal Beach, Calif. – OptifiNow, the leading CRM platform purpose-built for wholesale mortgage lenders, today announced that TPO GO, a national wholesale residential mortgage lender, has selected OptifiNow as its CRM to support sales, marketing, and account executive operations.

TPO GO offers mortgage brokers a comprehensive suite of lending solutions, including conventional, FHA, VA, USDA, and renovation loan programs, supported by a strong commitment to service, speed, and long-term broker relationships. As the company continues to grow its wholesale channel, TPO GO identified the need for a CRM designed specifically for B2B wholesale lending, not adapted from retail mortgage workflows.

“OptifiNow was built specifically for wholesale lenders, and TPO GO is a great example of why that focus matters,” said John McGee, president and CEO at OptifiNow. “Wholesale lenders need true B2B account structures, account executive visibility, and broker-focused marketing tools. OptifiNow delivers those capabilities out of the box, allowing lenders like TPO GO to move faster without heavy customization.”

Purpose-Built for Wholesale Lending

Prior to selecting OptifiNow, TPO GO used a CRM designed for retail loan officers that did not support B2B account assignments. As a result, account executives relied on spreadsheets to manage broker relationships, limiting coordination, visibility, and efficiency across the sales team.

“With our previous CRM, we lacked a clear, centralized way to manage broker accounts and AE assignments,” said Trey Van de Bogart, Vice President at TPO GO. “OptifiNow understands wholesale lending. It gives our account executives full visibility into their accounts, eliminates manual tracking, and allows us to execute sales and marketing in a much more coordinated way.”

Because OptifiNow is designed specifically for wholesale lenders, TPO GO is able to deploy the platform quickly without investing significant time or resources in configuration. Sales and marketing teams can immediately operate within workflows that align with how wholesale lenders manage accounts and engage broker partners.

Unified Visibility Through LOS and Mortgage Data Integrations

OptifiNow’s integration with TPO GO’s loan origination system (LOS) provides all users with a single, consistent source of data. Account executives can view broker account details, contacts, and all loans submitted by each broker directly within OptifiNow, eliminating the need to log into their LOS. This improves productivity, coordination, and data integrity across the organization.

In addition, OptifiNow will deliver an integration with Mortgage Market Intelligence (MMI), enabling TPO GO to identify broker companies and loan officers that align with its ideal customer profile. By combining CRM data, LOS insights, and MMI mortgage intelligence, TPO GO can execute more targeted outreach and drive stronger broker engagement.

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 Fractional Administration 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.