News
LenderHomePage and Insellerate Partner to Maximize Loan Officer Productivity
Together, the integration between Loanzify POS and Insellerate offers streamlined multi-channel communication that increases retention and conversion rates.
Josh Friend
July 13, 2021
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Articles/Blog
The Evolution Of The CRM In Lending
It’s essential now more than ever to figure out how to create customers for life. What do lenders need to do to make that a reality? Before we get there, let’s take people through the journey of what was the primary purpose of a CRM when it was first introduced to the mortgage industry years ago?
Josh Friend
July 1, 2021
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Podcast
The Insellerate Podcast
How Customer Experience Is Transforming the Borrower’s Journey & Creating Customers for life! In todays Hot Topic we’re excited to have Josh Friend, Founder and CEO of Insellerate on the podcast to discuss the current state of the mortgage industry and why customer experience is the next major competitive advantage for lenders. Want to know […]
Josh Friend
June 24, 2021
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Webinar
How the Right Sales Scripts & Technology Drives Production Numbers
Looking to boost growth and increase contact rates by up to 300%. Don’t miss this webinar where we will discuss how to make dialing profitable, boost contact rates, convert leads faster and create customers for life.
Josh Friend
May 24, 2021
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Articles/Blog
Successful mortgage lending starts with superior customer service
Insellerate’s Customer Experience Platform delivers lead management, sales enablement, engagement, a robust content library and data intelligence all in one comprehensive platform.
Michael Hammond
May 18, 2021
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Podcast
Connect Episode 60 | Insellerate Takeover
It’s the Insellerate takeover! In this week’s episode, Insellerate’s Josh Friend talks with industry insider Rob Chrisman about outlook for mortgage rates, inflation, expectations for the CFPB under the new administration, home prices, how lenders should prepare now for the future market, and much more!
Josh Friend
May 11, 2021
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Events
CMBA Mortgage Innovators Conference 2021 – Tech Demo Block #1
Insellerate is proud to be the Virtual Event Sponsor of the CMBA Mortgage Innovators Conference. Don’t Miss the Mortgage Innovators Conference, premiering May 4-5, 2021! It’s shaping up to be a fantastic event with a great agenda filled with thought-provoking speakers.
Michael Hammond
May 6, 2021
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Articles/Blog
Innovations Award Winners Speak Out
Lenders are looking for ways to modernize their approach to lending, which includes leveraging technology as they shift from refi’s to purchase while going from an approach that is transaction-focused to one that is now focused on creating customers for life.
Josh Friend
May 3, 2021
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Webinar
Understanding Today’s Connected Borrower
Borrower expectations have changed dramatically over the last couple of years. The housing industry has not escaped the “Amazon Effect,” in which consumers expect to instantly search for a product, read reviews, click to order and have the product delivered shortly after.
In addition to quick, digital service, consumers desire and expect communication to be frequent, timely, personal and highly engaging through multiple channels.
Michael Hammond
April 30, 2021
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Webinar
The Big Shift: How Technology & Transparency Are Changing The Mortgage Industry
There is no individual piece or solution that will lead you to long-term success — it’s putting a full stack together that will do the trick. The mortgage business isn’t transactional. It’s about having conversations and creating comprehensive solutions that will help lenders be more productive in the digital era — ultimately empowering you to close more loans.
Josh Friend
April 29, 2021
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