About Us

THE BIG PICTURE

Simplifying Warehouse Funding

Mortgage bankers rely on multiple warehouse lines of credit for short-term financing to fund mortgage loans until they are sold in the secondary market.

Each warehouse line has unique terms, capacity limits, and constraints making it difficult for the lender’s funding departments to know where to fund each loan.

LET'S CHAT LEARN MORE

THE DETAILS

Optimizing Warehouse Allocation Decisioning

Static decision trees and allocator tools are notoriously ineffective and not designed to consider the ever-changing production environment of loans entering the pipeline daily and settling throughout the month.

OptiFunder solutions help the lender make the optimal decision of where to fund every loan, with submission of data and documents to warehouse partners at the speed of business.

LET'S CHAT LEARN MORE

SECURITY

Our Commitment to Security

OptiFunder completes a SOC 2 (Type 2) audit annually. SOC 2 audits are conducted by leading compliance assessor A-LIGN, a technology-enabled security and compliance partner trusted by more than 2,500 global organizations to help mitigate cybersecurity risks.

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.