August 14, 2024 – AHL Funding, a non-QM mortgage wholesale lender based in Irvine, California, has announced its selection of OptifiNow TPO as its comprehensive sales and marketing solution. This strategic decision is aimed at facilitating faster business growth and enhancing the efficiency of their marketing efforts.
AHL Funding, a division of American Home Loans, will leverage OptifiNow TPO to market their non-QM loan products and exceptional services to a vast network of mortgage brokers through the system’s robust built-in email marketing capabilities. The platform also offers the essential structure needed to manage broker customers and prospects effectively.
A key feature of OptifiNow TPO is its integration with AHL Funding’s loan origination system (LOS), providing account executives with a 360-degree view of customer performance metrics, including loan submission dates, status updates, and funding volumes.
“We know that in order for us to grow, we need a system that keeps our sales and marketing organized and easy to manage,” said Brian Fox, Senior Vice President of Wholesale Lending at AHL Funding. “We chose OptifiNow because it ensures that accounts are accurately assigned and distributed. We can use OptifiNow’s email capabilities to quickly promote our company and generate inbound requests directly to our account executives. But the most important to me is the ability to keep my account executives accountable to their sales activity. This allows me to measure and maximize the performance of my team.”
“We are fortunate to work with AHL Funding,” said John McGee, President of OptifiNow. “They are aggressively expanding their non-QM wholesale business and have experienced executives leading their team. OptifiNow is fully invested in our client’s success by providing them a combination of advanced technology and professional services that enables them to harness our solutions more rapidly and effectively.”
AHL Funding’s adoption of OptifiNow TPO underscores their commitment to leveraging innovative technology to streamline operations and drive growth. This partnership marks a significant step forward in enhancing AHL Funding’s capabilities to serve a broader audience of mortgage brokers with efficiency and effectiveness.
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.