Insellerate to launch CRM app for LOs NEWS

Customer relationship management (CRM) mortgage fintech Insellerate, is ready for its next milestone. The Newport Beach, Calif., based company is launching a groundbreaking mobile app designed to transform borrower engagement by empowering loan officers with fast, full access to data and customized service options delivered through an omni-channel marketing system. The goal, Insellerate said in […]

Insellerate Launches Mobile Lead Management, CRM And Engagement Platform

Insellerate is launching what it bills as a first-of-its-kind mobile application that will allow full access to lead management and distribution, click to call, inbound call routing, first call automation, two-way compliant text messaging and more, without having to open up a laptop or log into a loan origination software system. Insellerate stated that the […]

Connect Episode 28 – Josh Friend, CEO/Founder, Insellerate

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 28th episode is a replay of our conversation with Josh Friend, CEO/Founder, Insellerate. This episode covers a variety of topics around the mortgage industry including the following: 1:57– Josh’s Journey to Insellerate 3:58 – How is […]

Vendor To Further Enhance Engagement Using Mobile Technology

In 2019, Insellerate dramatically enhanced its CRM & Lead Management solution by introducing its Marketing Automation and Engagement Platform. This new functionality automates multi-channel marketing with pre-designed content through social media, email, direct mail, compliant text messaging, ringless voicemail, and phone calls to enable better borrower engagement. Moving forward, in August Insellerate will take things […]

Insellerate reports record demand for borrower tech – NEXT Mortgage News

Mortgage marketing and sales engagement platform Insellerate has been welcoming a growing number of lender clients in the past 12 months. An additional 52 lenders are now using its highly scalable software, technology integration, strategy, and content services, the Newport Beach, Cal.,based fintech reported in a statement. Since Insellerate launched its most recent CRM & […]

Insellerate Attributes Record Growth to Lender Demand For Borrower Engagement Technology

Newport Beach, CA – July 28th, 2020 – Insellerate, the leading mortgage CRM & Engagement Platform, which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announced today that it credits its significant growth to demand for its lead management and borrower engagement tools that dramatically increase response and […]

Transforming Borrower Engagement Through Strategy, Process, And Automation

In today’s rapidly changing lending environment, it is critical to identify solutions that are working and producing actual results for other lenders. Pipelines are full; employees are working remotely, and communicating with your prospective borrowers is more critical than ever. That’s why I spoke with two lenders that are producing significant results to share their […]

Fintech Hunting Podcast with special guest Rob Chrisman and Josh Friend

Don’t miss this powerful and informative episode of Michael Hammond‘s Fintech Hunting Podcast where mortgage industry expert Rob Chrisman and I give market updates, current trends in the mortgage industry, key insights, and technologies role in creating greater efficiency and engagement. Rob Chrisman is a Capital Markets Consultant, Publisher of the highly sought after Rob […]

Explosive Keys to Your Loan Officers Significantly Outperforming National Production Numbers

Conversation with Alan Lacey, Regional Vice President, Northpointe Bank with Josh Friend, CEO & Founder, Insellerate Northpointe Bank was founded in 1999 & added a Consumer Direct Division in 2012 which has seen significant growth & extremely efficient loan officers leveraging technology and process Northpointe Bank’s Consumer Direct Division is doing more than 30 loans […]

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