COMHAR CONNECT MAY 2026
Introducing Mega Accounts: Built for Large Broker Relationships
OptifiNow's new Mega Account feature is designed for wholesale lenders managing large broker organizations that require support from multiple AEs. By separating account-level and contact-level ownership, lenders can maintain a single broker account while assigning individual loan officers to different AEs—eliminating duplicate records and preserving reporting accuracy.
Consistency in an Inconsistent Market: Why Some Wholesale Lenders Continue to Grow
As rates shift and volatility returns, some wholesale lenders maintain steady production while others swing with the market. The difference isn't pricing—it's a structured, process-driven approach to broker engagement that keeps relationships active across the entire account base, not just among top producers.
Inside vs. Outside Sales in Wholesale Lending Isn't the Real Debate 
Wholesale lenders often frame growth as a choice between outside AEs and inside sales teams—but most are trying to make both work. The real question isn't which model is better; it's whether the organization has the structure, visibility, and systems to support the model it has. 
Upcoming & Recorded Events:
Non-QM Forum | June 17-18 | Dana Point  Register Here >> 
MeridianLink LIVE | May  11-14 | San Diego  Register Here >>
Insurance Innovators | May 17-20 | Nashville  Register Here >> 
Secondary and Capital Markets Conference | May 17-20 | New York   
Join the OptifiNow Referral Partner Program
Join the O'Team and learn the power of Comhar by becoming a member of the Referral Partner Program 
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