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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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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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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Articles/Blog
Understanding Today’s Connected Borrower

Today’s borrower is tech-savvy, digitally focused, and want’s communication to be frequent, timely, personal and highly engaging through multiple channels.

Josh Friend

February 27, 2021

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Articles/Blog
What Trends Will Shape the Origination Space?

Using technology to improve both external and internal communications is expected to dominate much of this year’s tech focus. Josh Friend, CEO at Insellerate in Newport Beach, California, pointed out that some lenders are still trying to master online media for sales generation.

Josh Friend

February 3, 2021

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Articles/Blog
Volumes & Communication Impacting Borrower Satisfaction Scores

Amid this global pandemic, mortgage rates have been at historically low levels; borrower demand has increased, refi’s have broken records, while lenders have had to shift in many instances to a remote workforce.

Josh Friend

December 22, 2020

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Articles/Blog
Loan Officer Mobility

Everything is going digital today— zoom parties, virtual happy hours, virtual open houses—which means that your team needs to be available virtually. To highlight how important it is to be virtually available, MIT studied online leads.

Josh Friend

October 26, 2020

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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

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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

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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

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