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?
July 1, 2021
Insellerate’s Customer Experience Platform delivers lead management, sales enablement, engagement, a robust content library and data intelligence all in one comprehensive platform.
May 18, 2021
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.
May 3, 2021
Today’s borrower is tech-savvy, digitally focused, and want’s communication to be frequent, timely, personal and highly engaging through multiple channels.
February 27, 2021
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.
February 3, 2021
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.
December 22, 2020
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.
October 26, 2020
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.
September 9, 2020
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.
September 1, 2020
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.
August 25, 2020