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

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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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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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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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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

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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

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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

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Executive Spotlight: Josh Friend Of Insellerate Discusses Mortgage Lending In This New Decade

Our CEO, Josh Friend was recently interviewed by Tony Garritano, Chairman and Founder of PROGRESS in Lending Association.

In this article, we discuss mortgage lending in this new decade.

From the article:

𝗤: 𝗜𝗳 𝗜’𝗺 𝗮 𝗹𝗲𝗻𝗱𝗲𝗿 𝗶𝗻 𝟮𝟬𝟮𝟬, 𝘄𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗜 𝗯𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿❓ 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘀𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝘁𝗿𝗲𝗻𝗱𝘀 𝘆𝗼𝘂’𝗿𝗲 𝘀𝗲𝗲𝗶𝗻𝗴❓ 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘀𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝘁𝗵𝗶𝗻𝗴𝘀 𝘁𝗵𝗮𝘁 𝗹𝗲𝗻𝗱𝗲𝗿𝘀 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗳𝗼𝗰𝘂𝘀 𝗼𝗻 𝗶𝗳 𝘁𝗵𝗲𝘆 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗮𝗻𝗱 𝗵𝗮𝘃𝗲 𝗮 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗺𝗼𝗱𝗲𝗹 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗻𝗲𝘄 𝗱𝗲𝗰𝗮𝗱𝗲❓

Josh Friend

March 3, 2020

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CRM Best Practices: How to Maximize ROI

Investing in CRM (customer relationship management) technology is an important necessity for any growing or established business. However, when it comes to ensuring the technology gets used, and used correctly, so that your organization yields a favorable ROI on the investment, comes with its own set of obstacles. More often than not, the implementation and […]

Josh Friend

February 20, 2020

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What happened to Fry’s?

I have been shopping at Fry’s Electronics Store for 15 years. They have always provided a massive selection, super competitive pricing (as low as the internet), and plenty of inventory. All these benefits and located less than three miles from the office.

Josh Friend

January 16, 2020

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