Optimize and automate your warehouse funding with a single click.

  • Reduced interest and fee expense
  • Frictionless & fully automated transactions
  • Simplified and standardized warehouse funding process
  • Robust data analytics & actionable insights
  • Proactive warehouse line management


OptiFunder Warehouse Management System
OptiFunder streamlines the process from funding through loan sale, helping originators optimize their warehouse expense, automatically.
OptiFunder Warehouse Select
Warehouse Select automatically decisions where to fund loans based on strategic goals.
Wire Data Check OptiFunder Warehouse Management
Wire Data Check adds another layer of security against fraud.
Funding Automation by OptiFunder
Fund request documents with the click of a button.
Shipping Automation by OptiFunder
Reduce dwell time by automating collateral status tracking and shipping requests.
Expedite Purchase Advise retrieval and warehouse line paydown requests.
Get actionable insights to help you make strategic decisions about your business.

When you integrate with OptiFunder, you become apart of a secure, fully-automated Warehouse Management System.

OptiFunder was developed for Mortgage Originators to methodically decision where to fund loans and automate the process from funding to loan sale.

  • Warehouse Select

  • Wire Data Check

  • Funding Automation

  • Shipping Automation

  • Purchase Advice

  • Smart Analytics

OptiFunder Warehouse Management System (1)

Patented algorithm to achieve the lowest cost of warehouse financing

Ph.D.'s developed our patent-pending optimization algorithms driven by AI and machine learning. Our technology automatically tells you where to fund your loans to achieve optimized warehouse expense based on factors such as capacity, sub-limits, product eligibility, curtailments, interest rates, funding & non-use fees, and rebate incentives.
Wire Data Check OptiFunder Warehouse Management

Add a layer of protection against wire fraud.

Automatically check payees account and bank routing numbers against our extensive transaction database.

Warehouse funding automation graphic optifunder

Funding request documents at the press of a button

Create and send wire requests, receive fed reference numbers, and update LOS fields automatically.

WMS Screenshots (11)

Reduce dwell time by automating collateral status tracking and shipping requests.

Our Shipping module offers a consolidated view of funded loans categorized by Wet/Dry collateral status and enables automated shipping and payoff requests to warehouse banks.

WMS Screenshots (12)

Expedite Purchase Advise and warehouse line paydown requests.

Expedite warehouse line paydown requests by automating Purchase Advice retrieval, reconciliation, reporting and write-back to the LOS. OptiFunder retrieves, reads and reconciles 100s of Purchase Advances in minutes.

WMS Screenshots (800 × 600 px) (7)

Reports and actionable insights on all your warehouse lines

Actual and projected expenses are available in snapshot, graphs and detail. Plus, you can easily export to MS Excel.


Integrated with nearly 100 warehouse banks, vendors and LOS systems


Here's What Our Clients Have to Say

"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.”

"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."

"OptiFunder has enhanced our ability to manage loans beyond closing in the LOS. We now have full visibility through loan sale."

Optimize warehouse allocation decisions and automate the process of funding through loan sale.