Case Study: Oaktree Funding achieves faster broker engagement and increased loan volume with OptifiNow TPO CRM

Non-QM Wholesale Lender Boosts Account Executive Productivity using Innovative, Custom-Bui lt Tools

Oaktree Funding, a rapidly growing Non‑QM wholesale lender with a direct‑to‑broker sales model (25 account executives covering roughly 300,000 broker accounts), needed a CRM tailored to its call‑center operations and unique workflows. They selected OptifiNow and its OptifiNow TPO CRM as the backbone to support fast broker engagement and seamless integration with Oaktree’s systems.

OptifiNow customized OptifiNow TPO—integrating VOIP and Oaktree’s pricing engine, building a Scenario Ticketing module that delivers loan quotes in under two minutes, adding automated email marketing, and automating account distribution with the Lead Store. As a result, Oaktree Funding’s reps engage more brokers daily, submission and Non‑QM loan volume increased, dormant accounts declined, and the sales team grew by 40% after implementing OptifiNow.

Oaktree Funding

Kristopher Martin

Co-CEO