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Mentions
Wholesale AEs Don’t Need More Views. They Need More Broker Conversations.

A simple shift — turning everyday broker questions into short videos — could help AEs build relationships without trying to become influencers

Oct 02, 2026
Logan Finance Credits OptifiNow TPO For Sales Team Growth

Non-QM wholesale lender credits CRM’s flexibility and innovative features as key to managing rapid growth.

Nov 17, 2022
Webinars
Winning in Wholesale Series: Reframing Video for Wholesale Lenders

Wholesale AEs know they need to be on video, but most don't know where to start. In this Winning in Wholesale ...

Webinar
Sep 29, 2026
Maximizing Tradeshows To Win More Broker Business

The Winning Wholesale webinar series was created for executives, marketing professionals, and sales leaders ai...

Webinar
Aug 05, 2025
Precision Prospecting for Wholesale Growth

Webinar 2 of the Winning Wholesale Series This session is built for wholesale and Non-QM leaders who want t...

Webinar
Jul 08, 2025
Reinventing The Sales Playbook In Wholesale Lending

We kicked off Winning Wholesale, a webinar series built for executives, marketing professionals, and leaders r...

Webinar
Jun 10, 2025