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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News
Insellerate reports record demand for borrower tech – NEXT Mortgage News

Insellerate reports record demand for borrower tech

Josh Friend

July 29, 2020

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News
Vendor To Further Enhance Engagement Using Mobile Technology

Insellerate dramatically enhanced its CRM & Lead Management solution by introducing its Marketing Automation and Engagement Platform. This new functionality automates multi-channel marketing with pre-designed content through social media, email, direct mail, compliant text messaging, ringless voicemail, and phone calls to enable better borrower engagement.

Josh Friend

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Insellerate Attributes Record Growth to Lender Demand For Borrower Engagement Technology

Insellerate, the leading mortgage CRM & Engagement Platform, which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announced today that it credits its significant growth to demand for its lead management and borrower engagement tools that dramatically increase response and conversion rates.

Josh Friend

July 28, 2020

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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 A number of lenders are still using outdated or antiquated technology that is holding them back from better engagement with prospective borrowers and from delivering a dynamic borrower experience.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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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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News
Insellerate Partners With Ellie Mae On CRM Solution

ellerate has announced that its CRM and engagement solution are now available through the Ellie Mae Digital Lending Platform, allowing lenders to use field-level triggers to create engagement and workflow directly through the Platform.

Josh Friend

May 23, 2020

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INSELLERATE ANNOUNCES INTEGRATION WITH THE ELLIE MAE DIGITAL LENDING PLATFORM

In the News – Insellerate Announces Integration with the Ellie Mae Digital Lending Platform.

The seamless integration allows lenders to use field-level triggers to create engagement and workflow directly through the Ellie Mae Digital Lending Platform to drive borrower engagement.

Josh Friend

May 19, 2020

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Insellerate Expands Leadership Team Due to Significant Growth

Insellerate, the leading mortgage CRM & Engagement Platform which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, welcomes two executives to its growing leadership team— Dan Zuch and Scott Roberts. Zuch and Roberts will lead their growth and sales initiatives.

Josh Friend

April 28, 2020

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News
FNMA Weekly Market Updates

Weekly FNMA Market Updates brought to you by Insellerate your true Mortgage CRM and Borrower Engagement Platform.

Great News MBS prices have gained and stabilized.


March was a record month for many lenders despite working from home and the market turbulence. April is looking to be another record month for many lenders. Still, work to be done to help with liquidity and servicing issues.

Josh Friend

April 15, 2020

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