Transforming Mortgage Lending With Power BI
In the competitive mortgage lending world, harnessing data’s power has become essential for success. With the advent of advanced analytics tools like Power BI, mortgage professionals now have the means to unlock valuable insights that can drive business growth and foster deeper connections with borrowers. This article explores how Power BI can revolutionize the mortgage […]
What Customer Service Looks Like
Have you ever wondered what good service means? It’s about more than just everything working perfectly or being fast and easy. I recently stayed at the Wynn for the Ice Technology conference, and the staff at the Wynn reminded me of what good service truly entails. Sure, they missed a few things and even forgot […]
Driving Down The Total Cost of Mortgage CRM Ownership
With the mortgage market demanding more from you and your team than ever before, it’s no wonder that lenders are feeling the pressure to produce. The complexity of this constantly changing environment overwhelms lenders- low origination volumes, declining revenue, rising rates, heightened pressure to reduce loan production costs, and fierce competition is challenging every lender. […]
A guide to optimizing client engagement and communication
With 2023 off to a challenging start, mortgage professionals are buckling in for another year of ebbs and flows. Rising rates, low inventory, heightened competition and low origination volumes all add to the turbulent landscape lenders are looking to navigate through. In order to find success in 2023, professionals need to find strategic solutions that […]
Why Should Lenders Take The Time To Explore Modern Technology?
With the mortgage market demanding more from you and your team than ever before, it’s no wonder that lenders are feeling the pressure to produce. The complexity of this constantly changing environment poses an overwhelming burden on lenders- low origination volumes, declining revenue, rising rates, heightened pressure to reduce loan production costs, and fierce competition […]
3 Reasons Borrowers Say No
As a former loan officer and lending executive I have had the opportunity to train thousands of loan officers and production teams in the mortgage industry. What I learned was that there are three primary reasons a borrower says no. When loan officers learn to overcome these objections, they can close significantly more loans. Here […]
The 2023 Innovations Award Winners Are …
The Executive Team of PROGRESS in Lending is proud to give Insellerate our Innovations Award this year. Powered with AgentConnect, Insellerate empowers loan officers to engage more effectively with real estate agents and borrowers, resulting in higher lead conversion rates, lower origination costs, and more closed loans. AgentConnect takes co-branded marketing to a new level […]
Insellerate launches TPO solution for wholesale lenders
Insellerate TPO offers account executive workflows, marketing content, pipeline management, and other features Mortgage lender CRM and marketing automation solutions provider Insellerate has launched a new third party origination (TPO) solution for wholesale lenders, the company announced on Monday during ICE Experience. Insellerate TPO will provide account executive workflows, marketing content, pipeline management at the company and individual broker levels […]
Insellerate Experience Summit 2021
Thank you to everyone who joined us for the Insellerate Experience Summit 2021. From powerful and insightful presentations, networking opportunities, group activities, sponsor presentations, podcasting and more. A great time was had by all.
Most Connected Mortgage Pros
Josh’s impact on mortgage industry is unmistakeable from his early days of working at a mortgage company, rising up the ranks, to running a mortgage company. He is transforming the borrower experience with the leading technology Insellerate, which enables lenders to intelligently engage borrowers, creating customers for life.