OptifiNow, a provider of mortgage customer relationship management (CRM) solutions, recently announced the successful deployment of its OptifiNow TPO CRM platform for Jet Mortgage, a wholesale mortgage lender based in California specializing in Federal Housing Administration (FHA), VA, and Non-QM lending, according to a press release.
Jet Mortgage chose OptifiNow’s CRM solution after an extensive evaluation process, recognizing that its functionality met the unique needs of wholesale mortgage lenders. The partnership aims to enhance Jet Mortgage’s sales effectiveness, client relationships, and overall loan origination growth, the company stated.
“OptifiNow is purpose-built for wholesale lending, making it the ideal choice for us,” Jet Mortgage co-founder Michael Turturro said in the release. “Not only is it an incredibly effective system, but we saved resources and countless hours because it was implemented quickly and didn’t require us to hire specialists.”
Turturro emphasized that CRM technology like OptifiNow is essential for wholesale lenders, noting that it keeps their account executives organized and focused on a consistent sales process.
“OptifiNow allows our sales managers to have better oversight of their teams and make decisions more quickly,” he said. “The platform’s intuitive design ensures that our account executives can navigate and use its features with minimal training, streamlining our processes that lead to better engagement with brokers.”
OptifiNow’s CRM solution offers a range of features tailored to meet the demands of wholesale lending. Integrations with Jet Mortgage’s loan origination system (LOS) enables the CRM to track loan submissions and fundings, providing account executives with a 360-degree view of their customer. Built-in email functionality simplifies marketing campaign management and automatically notifies account executives when a broker engages with their marketing.
“As a growing lender, we need to be economical with our technology choices. OptifiNow not only meets our sales and marketing needs, but also provides excellent value for our investment,” Turturro added.