News
๐ŸŽ‰ Just Announced ๐Ÿฅณ Awarded – Top Innovation Award 2021 ๐ŸŽŠ

Just Announced- Insellerate Named Top Innovation Prominent mortgage executives gathered digitally to see who the Executive Team of PROGRESS in Lending named the top industry innovations of the past year at the Eleventh Annual Innovations Awards Event. This honor is the Gold Seal when it comes to recognizing true industry innovation. All applications were scored […]

Josh Friend

February 24, 2021

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Insellerate Launches DATA IE – Industry Briefs Dec. 3, 2020 – MBANewslink

Insellerate Launches DATA IE Insellerate, Newport Beach, Calif., released DATA IE, which allows lenders to better serve their customers by turning borrower data into actionable insights and intelligent engagement.  DATA IE delivers data insights, leverages that data to enhance borrower engagement and provides personalized outreach to enhance borrower relationships while delivering timely messaging throughout the […]

Josh Friend

December 3, 2020

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News
Insellerate Launches DATA IEโ„ข Solution

nsellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the release of its DATA IE solution.

Josh Friend

December 2, 2020

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News
2020 HW Tech Trendsetter: Jack Friend

Jack Friend consistently demonstrates the ability to create vision, strategy and consensus-building for a wildly divergent group of mortgage industry stakeholders on complex technical topics, and has developed and executed large-scale technology projects that enable lenders to operate more efficiently to grow and improve their lending organizations

Josh Friend

December 1, 2020

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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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