July 24, 2024 – Non-QM wholesale lender 5th Street Capital announced the selection of OptifiNow TPO as its new sales management and marketing solution. The San Diego-based mortgage lender is deploying OptifiNow as part of their strategy to utilize technology to scale their sales team and grow efficiently.
When 5th Street Capital initially evaluated OptifiNow, they quickly saw the value of the sales and marketing platform. “We were impressed with how well OptifiNow understood the needs of wholesale lenders,” said Dave Russell, National Sales and Production Manager at 5th Street Capital. “There are features designed specifically to help our wholesale account executives improve their pipeline management and improve their relationship with brokers.”
A major feature of OptifiNow TPO is an integration with 5th Street Capital’s loan origination system (LOS). The integration automatically synchronizes broker accounts, contacts and adds visibility into loan activity and production volume, providing account executives with real-time views of customer performance.
“OptifiNow prevents confusion by ensuring that broker accounts are properly assigned to our account executives,” said Russell. “The LOS integration tracks when brokers submit loans, the types of loans they’re sending us and how much volume they’ve funded. Having this type of information empowers our sales team to have better conversations that lead to more loans.”
5th Street Capital also highlighted OptifiNow’s Loan Scenario Ticket module because of its unique value to the sales process. The Loan Scenario Ticket enables account executives to enter loan scenario requests from loan officers into OptifiNow and instantly email price quotes.
“The decision to use OptifiNow TPO was easy,” said Russell. “No other CRM vendor offered a system out-of-the-box that could help our team grow immediately. The Non-QM space has become highly competitive and OptifiNow gives account executives the tools to market, engage and sell more effectively.”
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.