Articles/Blog
The Power Of Culture And LO Production
As a former loan officer and then mortgage company owner, and now CEO of a mortgage technology provider, I have learned the importance of culture and its impact on production. The right culture creates loyalty, develops a lasting relationship, and drives productivity.
Josh Friend
July 1, 2020
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Articles/Blog
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 stories to assist you along your journey.
Josh Friend
June 19, 2020
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News
Our CEO, Josh Friend has been named as “Thought Leader 2020” by Progress in Lending. Congratulations!
Historically innovation in the mortgage industry has lagged behind many other industries, says Josh. A number of lenders are still using outdated or antiquated technology that is holding them back from better engagement with prospective borrowers and from delivering a dynamic borrower experience. One thing that COVID-19 has done is to accelerate the pace of disruption and highlight the need for advanced digital solutions in today’s mortgage market.
Josh Friend
June 16, 2020
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Events
Do you want to see where technology in 2020 and the latest trends in consumer engagement meet?
Do you want to see where technology in 2020 and the latest trends in consumer engagement meet?
Join us on 16th of June 10:00 am PST to discuss how we can help.
You will learn how all-new stand alone engagement platform automates communications through Social Media, Text Messages, Email, Phone calls, Ringless Voicemail and Direct Mail.
Josh Friend
June 4, 2020
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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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