Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 28th episode is a replay of our conversation with Josh Friend, CEO/Founder, Insellerate.
This episode covers a variety of topics around the mortgage industry including the following:
1:57– Josh’s Journey to Insellerate
3:58 – How is Insellerate dealing with COVID-19 challenges?
5:37 – Long-term impact of COVID-19 on industry?
11:22 – Borrower engagement: what are lenders doing right/wrong?
18:08 – How do lenders/LOs stay organized with their varied communication methods with borrowers?
20:41 – Is the next “big thing” better use of existing tech and optimizing the stack?
31:05 – Tips for younger professionals
35:15 – Importance of advocacy
40:28 – Closing thoughts…
Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don’t forget to subscribe to our podcast and stay tuned for our next episode!
“Even if it has a bad reputation, it is still important to be one of the leaders and do things right…..” – Wint Winter
September 22, 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
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 California’s digital divide in education.