OptifiNow CRM Powers Foundation Mortgage Corporation’s Growth In Wholesale Lending

Foundation Mortgage Corporation announced today that the OptifiNow TPO CRM platform has helped them rapidly grow their wholesale mortgage division within two months of launching their TPO channel. “We saw an opportunity to grow a wholesale team and OptifiNow TPO was key to our success,” said Marc Halpern, CEO of Foundation Mortgage.

Halpern has a long history in the mortgage industry and recognized in late 2022 that Foundation Mortgage had a window of opportunity to establish a wholesale lending channel. “I saw what was going on in the mortgage market at that time and decided to make a move,” said Halpern. “I was lucky to find people with strong backgrounds in wholesale lending and they highly recommended that we implement OptifiNow TPO as our CRM.”

The transition to OptifiNow was completed in just two weeks, and the results have been outstanding. Since launching in January 2023, Foundation Mortgage’s wholesale team has already generated a significant volume of loans and is rapidly growing.

OptifiNow’s LOS integration and marketing features were major factors in Foundation Mortgage’s decision to choose the platform. With good data and full control over marketing, Foundation Mortgage was able to quickly promote their new wholesale channel to brokers and customize its messaging and campaigns.

“OptifiNow was the perfect choice for us,” said Dean Ayres, senior vice president of sales at Foundation Mortgage. “My team had used OptifiNow TPO previously, so we were able to hit the ground running. It has a seamless integration to our LOS and the fact that it is customizable to our specific needs allows us to optimize use of the system.”

One OptifiNow TPO feature that stood out the most for Ayres was the ability to score broker accounts automatically. OptifiNow TPO tracks loan submission activity and account executive performance to label broker accounts by priority. “We can manage our accounts much more efficiently and make sure they are distributed to our account executives in an effective manner,” said Ayres.

“We are very pleased with our choice of OptifiNow,” said Marc Halpern. “The implementation was quick and painless, and the platform has provided us with greater control over our wholesale business. With OptifiNow, we have been able to take a proactive approach to account management and are already seeing the benefits. The rest of 2023 is looking good for us, and OptifiNow is a key part of our success.”

“Foundation Mortgage Corporation is a dynamic organization, and we are thrilled to be partnering with them,” said John McGee, CEO of OptifiNow. “Our platform is designed to help mortgage companies like Foundation succeed, and we look forward to supporting their growth.”