Integration will allow the non-QM lender to scale its sales team
Non-QM wholesale lender Emporium TPO has announced the adoption of OptifiNow’s marketing automation and CRM technologies to expand its sales team and help them increase efficiency.
As part of the partnership, OptifiNow has integrated all of EmporiumTPO’s sales and marketing tools into one system, unifying the processes and the data it needs to perform at a high level.
Emporium, a Texas-based lender founded by mortgage banking veterans Steve Nadon and Daniel Goodwin, said it chose OptifiNow because of its extensive experience with wholesale lenders. In recent months, Optifi Now has worked with companies in the wholesale space, including NextUs Lending and Oaktree Funding.
“We knew OptifiNow had an effective CRM, but their white glove support allowed us to mobilize and scale our sales team faster than we expected,” said Christine Abrams, sales manager at Emporium TPO. “We chose OptifiNow because they are not like other CRM vendors. Every part of our process was mapped and configured into OptifiNow by their staff. They handled everything. We interact with OptifiNow as if they are an internal team.”
Abrams added that they want to make it as easy as possible for their account executives to reach out to brokers and promote loan products.
Read more: OptifiNow pact showcases dearth of non-QM resources for wholesale lenders
“This is what we call white glove support,” said John McGee, CEO of OptifiNow. “We manage data uploads, user configuration changes, training, technical support and anything else our clients need. Why hire internal resources when OptifiNow includes maintenance services with the CRM? The result is faster implementation, better user adoption and improved productivity at a lower total cost of ownership.”
