Competitive Market Spurs Wholesale Lender To Use CRM To Boost Outbound Sales

BluePoint Mortgage, a wholesale mortgage lender based in Southern California turned to OptifiNow to manage its outbound sales process and empower its account executives to proactively engage with brokers.

The slowdown in the mortgage industry has forced wholesale lenders to adjust their strategies and emphasize a more proactive approach to sales. Recognizing the need for a robust CRM solution, BluePoint Mortgage chose OptifiNow as their preferred solution provider. “We knew that OptifiNow has a good track record with other wholesale lenders,” said Mark Matta, COO and managing director of BluePoint Mortgage. “They showed us a CRM that already has features we could use right away, instead of having to build it ourselves.”

The OptifiNow TPO platform provides BluePoint Mortgage with a comprehensive set of tools to streamline their sales and engagement processes. The platform provides easy access to broker account and contact information, enabling account executives to connect with brokers more effectively and efficiently. One standout feature is the Broker Scorecard, a unique tool developed by OptifiNow which scores brokers based on loan performance and past sales activity. The Broker Scorecard identifies high-intent brokers and recommends the next best actions for account executive engagement, empowering BluePoint’s team to focus their efforts where they will yield the greatest results.

Cost and implementation speed were also pivotal factors in BluePoint Mortgage’s decision to choose OptifiNow. Recognizing the potential financial and time investments associated with building a CRM from scratch, BluePoint Mortgage appreciated the ready-to-deploy nature of OptifiNow’s TPO platform. The implementation process, completed in just 30 days, showcased OptifiNow’s commitment to providing efficient and cost-effective solutions to its clients.

“We are thrilled that BluePoint Mortgage chose us to help them improve their sales process,” said John McGee, president and founder of OptifiNow. “Our experience working with wholesale lenders helped us build features that enable lenders like BluePoint Mortgage to significantly boost their sales effort. We look forward to a long and collaborative relationship with BluePoint.”