Non-QM lender American Heritage Lending (AHL) is now using the OptifiNow TPO CRM system to improve its sales and marketing capabilities.
The move to the new system comes as demand for non-QM loans is growing, enabling AHL to capture a growing share of the market.
AHL chose OptifiNow because the system integrates seamlessly with its technology stack, providing the lender with a single platform to handle all aspects of their sales and marketing.
“We have much better control over our entire revenue generation efforts,” says Justin Smith, founder and president of AHL, in a release. “We can see a direct impact on the marketing emails we send and how our brokers respond to them. Our account executives know who is looking at an email and can reach out to them immediately. OptifiNow allows us to be more targeted and responsive.”
The OptifiNow TPO Wholesale Lender CRM is built to handle the nuances of wholesale mortgage lending with a comprehensive suite of features that are powerful and efficient.
Built-in email and SMS marketing is combined with an account based B2B CRM that enables efficient management of broker companies. All types of marketing campaigns, including rate sheet emails, loan product marketing and event promotion – are easily conducted by marketing managers or account executives themselves.
One of the most important benefits of OptifiNow is the tight integration with AHL’s mortgage loan origination system (LOS). The integration synchronizes broker account, loan officer, and loan submission data that is stored in the LOS, giving their account executives and sales managers improved visibility on sales performance.
“Our account executives have access to much better information and that enhances their broker relationships,” says Smith. “They go into a conversation much better prepared because they know exactly when a broker last submitted a loan, the outcome of that loan, the last marketing email they opened, and the last time they actually had a conversation with them.”
