News
2020 HousingWire Vanguard: Josh Friend – Insellerate, Founder and CEO

J๐™ค๐™จ๐™ ๐™๐™ง๐™ž๐™š๐™ฃ๐™™โ€™๐™จ ๐™ž๐™ข๐™ฅ๐™–๐™˜๐™ฉ ๐™ค๐™ฃ ๐™ฉ๐™๐™š ๐™ข๐™ค๐™ง๐™ฉ๐™œ๐™–๐™œ๐™š ๐™ž๐™ฃ๐™™๐™ช๐™จ๐™ฉ๐™ง๐™ฎ ๐™–๐™ฉ ๐™ก๐™–๐™ง๐™œ๐™š ๐™ž๐™จ ๐™ช๐™ฃ๐™ข๐™ž๐™จ๐™ฉ๐™–๐™ ๐™–๐™—๐™ก๐™š. ๐™๐™ง๐™ค๐™ข ๐™๐™ž๐™จ ๐™š๐™–๐™ง๐™ก๐™ฎ ๐™™๐™–๐™ฎ๐™จ ๐™ฌ๐™ค๐™ง๐™ ๐™ž๐™ฃ๐™œ ๐™–๐™ฉ ๐™– ๐™ข๐™ค๐™ง๐™ฉ๐™œ๐™–๐™œ๐™š ๐™˜๐™ค๐™ข๐™ฅ๐™–๐™ฃ๐™ฎ, ๐™ฉ๐™ค ๐™ง๐™ž๐™จ๐™ž๐™ฃ๐™œ ๐™ช๐™ฅ ๐™ฉ๐™๐™š ๐™ง๐™–๐™ฃ๐™ ๐™จ, ๐™ฉ๐™ค ๐™ง๐™ช๐™ฃ๐™ฃ๐™ž๐™ฃ๐™œ ๐™– ๐™ข๐™ค๐™ง๐™ฉ๐™œ๐™–๐™œ๐™š ๐™˜๐™ค๐™ข๐™ฅ๐™–๐™ฃ๐™ฎ, ๐™๐™ง๐™ž๐™š๐™ฃ๐™™ ๐™๐™–๐™จ ๐™๐™š๐™ก๐™ฅ๐™š๐™™ ๐™ฉ๐™๐™ค๐™ช๐™จ๐™–๐™ฃ๐™™๐™จ ๐™ค๐™› ๐™ฅ๐™š๐™ค๐™ฅ๐™ก๐™š ๐™ง๐™š๐™–๐™ก๐™ž๐™ฏ๐™š ๐™ฉ๐™๐™š ๐™™๐™ง๐™š๐™–๐™ข ๐™ค๐™› ๐™๐™ค๐™ข๐™š๐™ค๐™ฌ๐™ฃ๐™š๐™ง๐™จ๐™๐™ž๐™ฅ.

๐™Š๐™ซ๐™š๐™ง ๐™ฉ๐™๐™š ๐™˜๐™ค๐™ช๐™ง๐™จ๐™š ๐™ค๐™› ๐™๐™ž๐™จ ๐Ÿ๐Ÿ-๐™ฎ๐™š๐™–๐™ง ๐™˜๐™–๐™ง๐™š๐™š๐™ง, ๐™๐™š ๐™๐™–๐™จ ๐™ฅ๐™š๐™ง๐™จ๐™ค๐™ฃ๐™–๐™ก๐™ก๐™ฎ ๐™ฉ๐™ง๐™–๐™ž๐™ฃ๐™š๐™™ ๐™ฉ๐™๐™ค๐™ช๐™จ๐™–๐™ฃ๐™™๐™จ ๐™ค๐™› ๐™ก๐™ค๐™–๐™ฃ ๐™ค๐™›๐™›๐™ž๐™˜๐™š๐™ง๐™จ ๐™ฌ๐™๐™ค ๐™–๐™ง๐™š ๐™™๐™ž๐™ง๐™š๐™˜๐™ฉ๐™ก๐™ฎ ๐™ž๐™ข๐™ฅ๐™–๐™˜๐™ฉ๐™ž๐™ฃ๐™œ ๐™๐™ช๐™ฃ๐™™๐™ง๐™š๐™™๐™จ ๐™ค๐™› ๐™ฉ๐™๐™ค๐™ช๐™จ๐™–๐™ฃ๐™™๐™จ ๐™ค๐™› ๐™—๐™ค๐™ง๐™ง๐™ค๐™ฌ๐™š๐™ง๐™จ. ๐™๐™ง๐™ž๐™š๐™ฃ๐™™ ๐™ฃ๐™ค๐™ฌ ๐™™๐™š๐™™๐™ž๐™˜๐™–๐™ฉ๐™š๐™จ ๐™๐™ž๐™ข๐™จ๐™š๐™ก๐™› ๐™จ๐™ค๐™ก๐™š๐™ก๐™ฎ ๐™ฉ๐™ค ๐™๐™š๐™ก๐™ฅ๐™ž๐™ฃ๐™œ ๐™ค๐™ฉ๐™๐™š๐™ง ๐™ก๐™š๐™ฃ๐™™๐™š๐™ง๐™จ ๐™—๐™š ๐™ข๐™ค๐™ง๐™š ๐™จ๐™ช๐™˜๐™˜๐™š๐™จ๐™จ๐™›๐™ช๐™ก ๐™ฉ๐™๐™ง๐™ค๐™ช๐™œ๐™ ๐™—๐™š๐™ฉ๐™ฉ๐™š๐™ง ๐™—๐™ค๐™ง๐™ง๐™ค๐™ฌ๐™š๐™ง ๐™š๐™ฃ๐™œ๐™–๐™œ๐™š๐™ข๐™š๐™ฃ๐™ฉ.

Josh Friend

October 1, 2020

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News
Insellerate Partners With Project Hope Alliance

Insellerate, a provider of mortgage Lead Management, CRM & Engagement Platform that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, has launched a partnership with Project Hope Alliance to help close Californiaโ€™s digital divide in education.

Josh Friend

September 9, 2020

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News
Insellerate launches mobile app fully loaded with CRM tools

Mortgage CRM platform Insellerate has released a mobile app that equips loan officers with the tools they need to engage borrowers.

Josh Friend

August 18, 2020

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News
Insellerate to launch CRM app for LOs

Customer relationship management (CRM) mortgage fintech Insellerate, is ready for its next milestone. The Newport Beach, Calif., based company is launching a groundbreaking mobile app designed to transform borrower engagement by empowering loan officers with fast, full access to data and customized service options delivered through an omni-channel marketing system.

Josh Friend

August 17, 2020

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News
Insellerate Launches Mobile Lead Management, CRM And Engagement Platform

Insellerate is launching what it bills as a first-of-its-kind mobile application that will allow full access to lead management and distribution, click to call, inbound call routing, first call automation, two-way compliant text messaging and more, without having to open up a laptop or log into a loan origination software system.

Josh Friend

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

Automating customer engagement isnโ€™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 Americaโ€™s many one-person shops, taking the daily burden of client engagement off a loan officerโ€™s plate is one of the most effective ways of ensuring a brokerageโ€™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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News
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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News
Our CEO, Josh Friend has been named as โ€œThought Leader 2020โ€ 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 todayโ€™s mortgage market.

Josh Friend

June 16, 2020

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