Lead+ Selects OptifiNow To Transform Wholesale Mortgage Lending Sales Workflow
Lead+ Wholesale, a premier Non-QM wholesale mortgage lender, has selected OptifiNow as its sales workflow platform. The partnership marks a strategic move to enhance broker engagement, drive sales efficiency, and fuel scalable growth in the wholesale mortgage space.
Lead+ Wholesale chose OptifiNow for its unmatched expertise in wholesale mortgage lending and its comprehensive platform, which includes:
* Seamless Loan Origination System (LOS) integration
* Advanced email and SMS marketing tools
* Real-time loan pricing capabilities
* Ongoing training and support tailored to lenders
“OptifiNow stood out for its seamless system integration and its deep understanding of wholesale mortgage lending,” said Thomas Yoon, President of Lead+ Wholesale. “Their innovative approach to broker engagement—particularly through targeted, data-driven marketing—aligns perfectly with our mission to drive sales efficiency and scale quickly.”
By combining LOS data, mortgage market analytics, and pricing engine integration, OptifiNow enables instant loan scenario pricing, allowing account executives to deliver timely, informed responses to brokers. The platform also offers robust lead management, communication tracking, and real-time updates—providing brokers with a simplified and more productive experience.
In addition to technology, Lead+ Wholesale will benefit from OptifiNow’s industry-specific onboarding and support services, designed to maximize platform adoption and ensure optimal performance.
“We’ve had the privilege of partnering with many wholesale lenders over the years,” said John McGee, Founder and CEO of OptifiNow. “Our experience in the TPO space has enabled us to develop powerful tools that fuel growth and operational efficiency. We’re honored that Lead+ Wholesale chose OptifiNow to support their sales and marketing teams.”
The Place for Lending Visionaries and Thought Leaders. We take you beyond the latest news and trends to help you grow your lending business.
