Articles/Blog
Insellerate founder/CEO to speak at June’s engage.marketing summit
In today’s lending environment, interacting with prospective and current borrowers requires more than a phone call or email. Now it’s about tapping into new media channels like social media and text to reach consumers where they’re most active online.
Josh Friend
June 1, 2020
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Webinar
Transforming Borrower Engagement through Strategy, Process, and Automation – Webinar
Presented by the Mortgage Technology & Marketing Committee (MTAM) Learn from John Kresevic, CEO of JFQ Lending, Nick Rutherford, Director of Business Development and Data Analytics for McGlone Mortgage Group and Josh Friend CEO of Insellerate, on how they are using systems and technology to automate and transform borrower engagement while optimizing lead conversion.
Josh Friend
May 29, 2020
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Podcast
Fintech Hunting Podcast with special guest Rob Chrisman and Josh Friend
Don’t miss this powerful and informative episode where industry experts Rob Chrisman and Josh Friend give market updates, current trends in the mortgage industry, key insights, and technologies role in creating greater efficiency and engagement.
Josh Friend
May 27, 2020
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Success Stories
Explosive Keys to Your Loan Officers Significantly Outperforming National Production Numbers.
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 per month per loan officer drastically outperforming national averages.
Josh Friend
May 26, 2020
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Webinar
Learn to Optimize CRM & POS Platform Usage for more loans in a Virtual World
Insellerate Webinar: If you missed the event, Join Josh Friend and Tim Nguyen, CEO of BeSmartee® and learn how to optimize CRM and POS platform usage for more loans in a virtual world!
Josh Friend
May 24, 2020
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Success Stories
AMERICAN FINANCIAL NETWORK INC.
Customer Success Story: We were spending our marketing dollars, but we were not really able to see what
campaigns were working and giving us business. It was like driving in the dark. Overall. we knew that we were making money, but were just unsure of where we should invest more. Similarly, we were unable to really see what was happening with our loan officers-were they working all their leads? What was their actual effort on the phone?
Josh Friend
May 23, 2020
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News
Insellerate Partners With Ellie Mae On CRM Solution
ellerate has announced that its CRM and engagement solution are now available through the Ellie Mae Digital Lending Platform, allowing lenders to use field-level triggers to create engagement and workflow directly through the Platform.
Josh Friend
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Articles/Blog
Engagement is Critical During Challenging Times
Amid COVID-19 and these rapidly changing market conditions in the mortgage industry, communication and engagement with your current borrowers and prospective borrowers are vital. The need to educate and inform is more critical now than ever before. Your current borrowers have questions about “forbearance vs. forgiveness”. What does it mean, and how does it impact their loan? I just became unemployed, so what if I have challenges with making my payment? And the list goes on.
Josh Friend
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News
INSELLERATE ANNOUNCES INTEGRATION WITH THE ELLIE MAE DIGITAL LENDING PLATFORM
In the News – Insellerate Announces Integration with the Ellie Mae Digital Lending Platform.
The seamless integration allows lenders to use field-level triggers to create engagement and workflow directly through the Ellie Mae Digital Lending Platform to drive borrower engagement.
Josh Friend
May 19, 2020
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Events
Transforming Borrower Engagement through Strategy, Process, and Automation
The California MBA is hosting a FREE webinar with our CEO, Josh Friend, John Kresevic, President of JFQ Lending, Inc., and Nicholas Rutherford, Director Of Business Development at McGlone Mortgage Group NMLS #3232#3232. on Thu, May 21, 2020 2:00 PM – 3:00 PM EDT.
Learn how we are using systems and technology to automate and transform borrower engagement while optimizing lead conversion.
Josh Friend
May 13, 2020
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