Insellerate Attributes Record Growth to Lender Demand For Borrower Engagement Technology

News | Press Release | July 28, 2020

Newport Beach, CA – July 28th, 2020Insellerate, 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. 

“Now more than ever, with loan officers often working remotely, it is critical to provide them with the complete tools they need to engage with borrowers, deliver critical communication and content instantly to close loans,” said Josh Friend, CEO of Insellerate. “Lenders are drawn to Insellerate because our platform delivers lead management & distribution, CRM, call routing, and robust marketing automation and engagement.”

In the past 12 months Insellerate has added 52 new lenders to its ever-expanding roster. Since Insellerate’s launch of its most recent platform in June 2017, it has processed over 2.6 million applications for their lenders and engaged with over 64 million prospective borrowers. Insellerate platform is now helping lenders close over 1.8 billion monthly.  

Insellerate’s clients are growing significantly by implementing their award-winning platform. For example, JFQ Lending has experienced explosive growth, a 3322% monthly increase going from 9 million a month to over 300 million a month in less than two years.  Northpointe Bank loan officers have significantly outperformed industry production numbers, producing over 376 units and over $125 million a month in volume with only 11 loan officers.

In 2019, 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.

Insellerate reinvested to better serve its clients by expanding its team, which has doubled its implementation and support staffs. Notable hires and or promotions include:

Dan Zuch                     Chief Revenue Officer

Scott Robert                VP of Sales

Matthew Wolcott       SVP of Sales

Instead of being complacent with its record-breaking growth, in August, Insellerate will be introducing the Next Wave of Mortgage Technology.  A first of its kind solution for the mortgage industry, Insellerate’s Sales & Marketing Engagement Mobile App, which 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.

Experience this first-hand at these upcoming prominent industry events:

The CMBA Mortgage Innovators Conference on August 17th  register here

The NEXT SUMMER 20 Event August 23rd register here

Sign up for the Product Show Case Demo on August 25th, 10:00 AM PST open to all


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 www.insellerate.com.  Or Contact us at 855-973-1646


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