OptifiNow, a provider of CRM software and services, recently announced the successful deployment of its platform with Arc Home LLC, a non-QM wholesale lender, the company announced in a press release.
Founded in 2015, Arc Home LLC is headquartered in Moorestown, N.J. Shea Pallante, chief lending officer, oversees Arc Home’s wholesale and correspondent divisions.
“We selected OptifiNow for our sales and marketing operations because of its proven track record,” Pallante said in the release. “Having used OptifiNow before, I can confidently say it’s the most efficient CRM system for third party origination (TPO) lending. The platform is quick to implement and allows us to effectively manage both our sales and marketing teams.”
OptifiNow’s platform is tailored specifically for TPO mortgage lenders, offering a solution that empowers wholesale and correspondent account executives to efficiently manage their accounts. With fully integrated email and SMS marketing tools, Arc Home’s marketing team can now seamlessly align campaigns with sales efforts, driving greater coordination and results.
Among the platform’s features is a broker scoring system that automates Arc Home’s account policies and a flexible tagging system that allows the marketing team to deploy highly targeted email campaigns with ease.
“What truly sets OptifiNow apart is their commitment to understanding our business objectives and actively supporting us in achieving them,” Pallante said. “We have weekly strategy meetings with the OptifiNow team, which enables us to stay aligned on ongoing projects and plan future initiatives. Their management of all CRM-related tasks frees us to focus on growing our business.”
“Arc Home exemplifies the collaborative partnerships we strive to build with our clients,” OptifiNow President John McGee said. “Their dynamic team is engaged and communicative, allowing us to craft custom solutions that meet their specific needs. It has been an absolute pleasure working with Arc Home, and we look forward to supporting their continued growth.”