Case Study: Solve Mortgage achieves scalable wholesale lending growth with OptifiNow

OptifiNow Empowers Solve Mortgage's Wholesale Lending Growth

Solve Mortgage, a nationwide wholesale lender specializing in jumbo and Non-QM loans, faced the need to scale its sales team and improve broker responsiveness after the 2021 refinance boom. Founder Blake Scheifele evaluated six CRM options and found many solutions too retail-focused, complex, or costly, so Solve Mortgage chose OptifiNow’s tailored CRM built specifically for wholesale lending.

OptifiNow implemented its wholesale-focused CRM in 30 days, delivering a B2B database structure, rate sheet distribution, automatic NMLS de-duplication, integrations for sales and marketing controls, and a dedicated account manager. The OptifiNow solution streamlined account management, boosted broker responsiveness, enabled rapid scaling of the business, and proved more cost-effective than general-purpose CRMs.

Solve Mortgage

Blake Scheifele