Build broker trust and generate more volume with OptifiNow TPO
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.
Make your go-to-market activities stand out from the crowd by easily segmenting, personalizing, and branding your loan products and services.
Combine information from your LOS and other data sources to help Account Executives better understand their brokers and drive loan submissions.
Practical tools and automated processes drive user adoption, enhancing sales efficiency and CRM ROI.
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.
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.
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
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.