We Help Manage Your Mortgage Process

The True Mortgage CRM

About Us

This is not another CRM that’s a “Jack of all trades” yet “a master of none”. We have one focus: Mortgage. We combine the most important features from CRM and LMS into a single, mortgage synchronization platform that helps you close more loans.

“It’s the little details that are vital. Little things make big things happen” John Wooden


We are here to empower your team to collaborate around and execute on a company wide workflow for the entire loan management process. Each day we interact with mortgage professionals to understand their challenges so we can design and develop intuitive, single path solutions. Our product and development teams enjoy hearing about how our features enabled a partner to close more loans.

“To build repeatable outcomes for the mortgage loan process so our partners can close more loans”


Passion - we want to do something that truly makes a difference.
Diligence - we work hard to get the job done.
Teamwork - we win as a team and lose as a team.
Integrity- we strive to do the right thing.
Imagination – we know great solutions start with ideas.

“It’s not hard to make decisions when you know what your values are.” Roy Disney


Making sure diverse ideas and counter intuitive thinking are critical in delivering the best solutions for our clients. Every day each team member at Insellerate is focused on how we can help mortgage companies close more loans. We do this through an environment that fosters teamwork, conversation, and creativity.

“Through constructive conflict comes innovation”



Founded by mortgage professionals to deliver a truly mortgage centric-CRM because the common tools used before never solved the entire process.

One Billion Funded


Our partners quickly surpassed One Billion in funded mortgages through our platform in the first year and this continues to grow exponentially!

Head of Security


Charlotte keeps the team in line and focused. She also makes sure we remember to have fun from time to time!

— Leadership —

Josh Friend

CEO / Founder

Josh leads the company vision and uses his creativity to help find new ways to solve problems in the mortgage industry.

How do you want to help partners? Leverage my 18 years of experience in the mortgage industry and time managing and training thousands of Loan Officers, Processors, and marketing managers to help our partners become true process driven organizations.

Jack Friend


Jack leads daily operations and is responsible for making sure our client’s needs are met through the company’s user-centric product.

Why mortgage? It is fast paced and a fantastic combination of people, technology, and process.

Allen Chen

Lead Architect

Allen manages the development team and oversees the entire SDLC. He’s also responsible for designing a secure, fast and adaptable platform to meet business demands and clients’ needs.

Life before Insellerate? Allen honed his mortgage technology skills at a large consumer direct mortgage company with additional stops in the medical and entertainment industries. All were a variety of unique experiences with a strong focus on developing secure and impactful technology.

— Advisors —

Mike Sekits

Mr. Sekits has been a private equity investor and investment banker in financial services for nearly 25 years with direct investments in numerous mortgage origination and loan operation companies. He currently is the Co-founder and Managing Director of Strandview Capital.

Duke Olrich

Mr. Olrich is the founder and former CEO of DRI Management, a default management software solution, that he sold to Service Link in 2013. He now spends time surfing, with family, and managing a fleet of sunset cruise boats in Maui.

Fred Melgaard

Mr. Melgaard is a software entrepreneur and manager with extensive experience in the mortgage servicing and origination software business at companies such as DRI Management, Great Western Bank, and Harland. He accomplished his goal last year of skiing over one million vertical feet!