Here's what our clients have to say
"OptiFunder has been a great partner for TLS. Their team is responsive and quick to adapt to our requests and evolving product needs. Before implementing Genesis, many of our processes were manual, especially purchase advice reconciliation, warehouse funding, and managing the wire desk. We lacked clear visibility into our warehouse lines and often made funding decisions based simply on who could take the loan at the time. With Genesis, we’ve been able to optimize our warehouse assignments and bring a much higher level of strategy and visibility into that process. It’s aligned well with our team’s broader commitment to leaning into automation and adopting more advanced technology. As TLS has experienced significant growth in volume over the past few years, having Genesis in place has been critical. One of the biggest improvements has been in PA reconciliation. What used to take several hours each day can now be completed in under an hour, regardless of volume, because the system handles it automatically. Even more valuable is the real-time visibility into discrepancies, allowing us to address issues immediately instead of waiting until the end of the day. Overall, Genesis has helped us scale efficiently while improving accuracy and transparency across our operations. We spent several months evaluating the direction we wanted to take operationally before deciding to partner with OptiFunder, and adopting Genesis by OptiFunder was absolutely the right choice.”
“We’re laser-focused on offering our partners competitive loan pricing. OptiFunder helps us reduce our overall costs and increase our productivity. By pairing modern technology with strong products and efficient processes, we can offer competitive pricing to deliver fast, simple home loans.”
“By leveraging state-of-the-art technology like OptiFunder, our integrated product/team/system approach allows us to speed the process along and pay special attention to detail for each of our clients.”
"We’ve had a great experience getting set up with Optifunder. We were impressed at the level of mortgage experience present in the team setting us up – they get the business and made everything seem easy. We’ve found client care post-onboarding to be top notch as well, as we’ve tweaked pieces of the algorithm, worked to set up an sftp with an atypical warehouse relationship, and onboarded new warehouse lines. Everything is has been much easier with Optifunder in the middle, allowing us to focus on servicing borrowers and driving the business forward."
“We were an early OptiFunder customer and have since added every feature. We’re more efficient with OptiFunder, and able to focus more of our operations resources on supporting originations.”
"After our OptiFunder demo, we knew we could achieve significant savings. We moved quickly to implement; within a month we were able to start reducing expenses and automating processes."
“The automation for funding and purchase advices has greatly improved our efficiency. The OptiFunder team has a genuine interest in listening to their clients’ feedback and delivering dynamic enhancements to an already impressive platform.”
"Genesis is one of the few technologies I've invested in where the efficiency gains and cost reductions you expect actually come to fruition. What used to require three and a half full-time employees can now be managed by a single funder, even as our volume continues to grow. The lift Genesis gives us has been significant, particularly around purchase advice reconciliation and warehouse operations. We cut about a day and a half off our average warehouse dwell time and ultimately performed a full day better than our peer group."
"OptiFunder's customer service is beyond incredible. They answer on the first ring and the knowledge they have is top notch. As we are new to OptiFunder, they make us feel like we've been a customer for years. When we need help, they are there."
“Genesis starts working from day one, pulling data from our LOS, helping forecast when loans will close and settle, and continuously optimizing utilization so we’re effectively using our warehouse lines. It keeps everything in sync through funding and purchase advices. And the OptiFunder team is very responsive. Technology is only as good as the people behind it, and they truly feel like a dedicated support team.”
"It's so easy, even I can fund loans. The automation, ease of the workflow and working out of one source has allowed us to redeploy resources to other areas."
"We're excited to harness warehouse optimization to help manage the bottom line and the efficiency gain from automated funding and post-closing to make us even more competitive.”
"OptiFunder has enhanced our ability to manage loans beyond closing in the LOS. We now have full visibility through loan sale."