OptifiNow Empowers Arc Home LLC With CRM Implementation To Enhance Sales And Marketing Efficiency

OptifiNow, a provider of CRM software and services, announces the successful deployment of its platform with Arc Home LLC, a top-tier non-QM wholesale lender. Headquartered in Moorestown, New Jersey, Arc Home is recognized nationwide for its leadership in Non-QM lending, setting industry standards with exceptional customer service and competitive pricing.

Founded in 2015, Arc Home LLC has quickly risen as a key player in the Non-QM mortgage market, backed by a reputation for excellence. Leading the charge is Shea Pallante, Chief Lending Officer, who oversees Arc Home’s wholesale and correspondent divisions.

“We selected OptifiNow for our sales and marketing operations because of its proven track record,” said Pallante. “Having used OptifiNow before, I can confidently say it’s the most efficient CRM system for 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 third-party origination (TPO) mortgage lenders, offering a robust, organized 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 standout features is a unique 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.

Pallante expressed particular appreciation for the level of personalized support provided by OptifiNow’s team. “What truly sets OptifiNow apart is their commitment to understanding our business objectives and actively supporting us in achieving them. 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,” said John McGee, President of OptifiNow. “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.”