News | May 19, 2020

Partnership enables lenders to access Insellerate’s CRM and Engagement through leading digital lending platform 

Newport Beach, CA- May 19th, 2020 – Insellerate the leading mortgage CRM & Engagement Platform which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management announced that its CRM & Engagement solution are now available through 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. 

Insellerate helps lenders close more loans through better borrower engagement. Built by mortgage professionals, the Insellerate platform has full CRM & Engagement functionality with built-in lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail, chatbots, and customer monitoring, where-ever and whenever they need to. 

Ellie Mae is the leading cloud-based loan origination platform provider for the mortgage industry. The Ellie Mae Digital Lending Platform empowers lenders and investors to engage homebuyers and efficiently originate, close, sell, and purchase loans that maximize ROI across their business all from a single system of record. The platform delivers a true digital mortgage experience across the entire mortgage workflow for every channel, every loan transaction, and every customer type.

“Insellerate is delighted to enhance our partnership with Ellie Mae,” said Insellerate’s CEO, Josh Friend. “Our customers are excited about our ability to deliver an enhanced bi-directional integration with the new API’s to deliver secure, seamless integration with the Ellie Mae Digital Lending Platform. The use of field-level triggers enables our clients to engage with borrowers directly from within the system so that they can close more loans through better borrower engagement. We look forward to a long, successful relationship with Ellie Mae.”

About Insellerate

Insellerate helps lenders close more loans through better borrower engagement.  The mortgage industry’s most innovative marketing and sales engagement platform.  We deliver dynamic technology, strategy, and content for every channel of your business to ensure engagement throughout the borrower’s journey.  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.  For more information, visit  Or Contact us at 855-973-1646


Michael Hammond
NexLevel Advisors

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