Solve Mortgage, a Non-QM
wholesale lender based in Calabasas, Calif., is optimistic about mortgage
lending, following a solid first half of 2023. Solve Mortgage President Blake
Scheifele said he believes that market conditions are now robust, which will offer
his business an opportunity to grow, according to a company press release.
“Our loan volume has steadily
grown over the past few months, and we think 2024 will be a big year,” Scheifele
said in the release. “We’re getting ahead of the curve by investing in sales
and marketing and our first decision was to implement the OptifiNow TPO CRM.”
OptifiNow TPO is a CRM platform
built exclusively for wholesale mortgage lenders that includes tools designed
to market to and manage mortgage broker accounts efficiently. The platform is
integrated with numerous mortgage loan origination systems (LOS), includes
email and SMS capabilities, and can be deployed in just 30 days.
“Account Classification creates
a regular cadence of activity across all of the brokers my account executives
are responsible for,” Scheifele continued. “The CRM tells them who to call,
when to call and makes sending product fliers seamless. Account executives are
able to engage with more brokers on a daily basis, which leads to more loan
volume.”
One feature that convinced
Scheifele to implement OptifiNow TPO is Account Classification, an automated
scoring process that prioritizes broker engagement, according to the release. The
CRM platform is meant to analyze broker loan production volume, account
executive activity, and other data inputs to generate a broker score. Account
executives use the broker score to quickly identify which accounts they need to
engage with, increasing sales efficiency and generating more consistent sales
activity.
“We’ve spent a lot of time
working with wholesale lenders to understand their pain points,” OptifiNow
President John McGee said in the release. “The tools we created have a direct
impact on their sales and marketing processes.”
OptifiNow TPO has additional
features such as a real-time rate sheet distribution tool and a loan scenario
ticketing module that make it uniquely suited for wholesale lending
organizations.
“OptifiNow understands
wholesale lending better than any other CRM vendor,” Scheifele added. “Their
CRM comes out-of-the-box with features that are relevant, easy to use and gives
us the confidence to grow.”
Solve Mortgage indicated it is
projecting a strong Non-QM lending market and believes they are well positioned
to take advantage of increasing broker demand.