Articles/Blog
Insellerate: Sales and Marketing Engagement Mobile App for Mortgage Professionals

Introducing the Next Wave of Mortgage Technology. The first of its kind solution for the mortgage industry, Insellerate’s Sales & Marketing Engagement Mobile App automates In-bound call routing, lead distribution, full lead management, remote call tracking, click to call, and pipeline management. It even automates multi-channel marketing through social media, email, direct mail, compliant text messaging, ringless voicemail, and phone calls to enable better borrower engagement from the palm of a loan officers’ hands.

Josh Friend

September 9, 2020

Learn More

Articles/Blog
Data Insights And Its Impact On Borrower Engagement

The Insellerate platform, in the last three years alone, has handled over 2.6 million borrower applications and 66 million prospects. So if you take a look at how many touchpoints each one of those has had, we’re talking about hundreds of millions of different touchpoints and data points throughout the borrower’s journey. This data provides excellent insights into what’s happening throughout the mortgage process with consumers and the trends impacting borrower engagement.

Josh Friend

September 1, 2020

Learn More

Articles/Blog
How is technology transforming borrower engagement? – Featured Article by the CMBA in their member spotlight.

Insellerate integrates with the software that is powering your business today and into the future. Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. SOC 2 and SSAE 18 certified, Insellerate is built to satisfy the most closely regulated businesses, including banks with mortgage subsidiaries.

Josh Friend

August 25, 2020

Learn More

Articles/Blog
What it takes to automate borrower engagement in 2020

Automating customer engagement isn’t a new concept in the mortgage space. From industry titans like Quicken, whose rapid growth many attribute to its automated lead gen practices, to small town America’s many one-person shops, taking the daily burden of client engagement off a loan officer’s plate is one of the most effective ways of ensuring a brokerage’s staff is spending its time doing what it does best.

Josh Friend

August 6, 2020

Learn More

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

Learn More

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

Learn More

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

Learn More

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

May 23, 2020

Learn More

Articles/Blog
Radically Transforming Borrower Engagement

“𝗦𝗽𝗲𝗲𝗱 𝗼𝗳 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝗶𝘀 𝗮 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗱𝗿𝗶𝘃𝗲𝗿 𝗼𝗳 𝘀𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻:

𝗦𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻 𝗹𝗲𝘃𝗲𝗹𝘀 𝗱𝗲𝗰𝗹𝗶𝗻𝗲 𝘀𝗵𝗮𝗿𝗽𝗹𝘆 𝗳𝗼𝗿 𝗲𝗮𝗰𝗵 𝗱𝗮𝘆 𝘀𝗽𝗲𝗻𝘁 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗮𝗳𝘁𝗲𝗿 𝗶𝗻𝗾𝘂𝗶𝗿𝘆 𝗳𝗼𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗳𝗿𝗼𝗺 𝗮 𝗹𝗲𝗻𝗱𝗲𝗿.

𝗢𝘃𝗲𝗿𝗮𝗹𝗹 𝘀𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻 𝗮𝗺𝗼𝗻𝗴 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝘄𝗵𝗼 𝗿𝗲𝗰𝗲𝗶𝘃𝗲 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝘄𝗶𝘁𝗵𝗶𝗻 𝗼𝗻𝗲 𝗱𝗮𝘆 𝗶𝘀 𝟴𝟲𝟵. 𝗦𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻 𝗳𝗮𝗹𝗹𝘀 𝘁𝗼 𝟴𝟱𝟮 𝗮𝗳𝘁𝗲𝗿 𝘁𝘄𝗼 𝘁𝗼 𝗳𝗶𝘃𝗲 𝗱𝗮𝘆𝘀 𝗮𝗻𝗱 𝘁𝗼 𝟴𝟬𝟲 𝗮𝗳𝘁𝗲𝗿 𝘀𝗶𝘅 𝗼𝗿 𝗺𝗼𝗿𝗲 𝗱𝗮𝘆𝘀.”

𝗧𝗵𝗲 𝗶𝗻𝗾𝘂𝗶𝗿𝘆 𝗰𝗵𝗮𝗻𝗻𝗲𝗹 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗳𝗮𝘀𝘁𝗲𝘀𝘁 𝗼𝘃𝗲𝗿𝗮𝗹𝗹 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝘁𝗶𝗺𝗲𝘀 (𝟮.𝟬 𝗱𝗮𝘆𝘀, 𝗼𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲) 𝗶𝘀 𝗼𝗻𝗹𝗶𝗻𝗲 𝘃𝗶𝗮 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲/𝘁𝗮𝗯𝗹𝗲𝘁, 𝗳𝗼𝗹𝗹𝗼𝘄𝗲𝗱 𝗯𝘆 𝗼𝗻𝗹𝗶𝗻𝗲 𝘃𝗶𝗮 𝗱𝗲𝘀𝗸𝘁𝗼𝗽 (𝟮.𝟮 𝗱𝗮𝘆𝘀).

Josh Friend

April 16, 2020

Learn More

Articles/Blog
Responding To Shifting Home Buying Habits

How do we transition with shifting consumer buying habits? As more and more consumers begin their home buying search online, they are increasingly shopping for their mortgages there as well. You only have to look at Zillow, with a monthly average of 36 million unique visitors and a 27.2% market share (based on visits) in the home search market, who’s business model for lending is 100% purchase in a consumer-direct call center.

Josh Friend

April 14, 2020

Learn More