"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.”
Brandon Stein
Chief Strategy Officer at TLS