Insellerate Expands Leadership Team Due to Significant Growth

News | April 28, 2020

New Chief Revenue Officer Added and Promotion of New SVP of Sales

Newport Beach, CA – April, 28th, 2020 – Insellerate, the leading mortgage CRM & Engagement Platform which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, welcomes two executives to its growing leadership team— Dan Zuch and Scott Roberts. Zuch and Roberts will  lead their growth and sales initiatives. 

This announcement follows significant growth and adoption of Insellerate’s award-winning CRM & Engagement platform.  Insellerate will continue to add to its sales staff to keep up with demand, they added 20 new lenders in 2019 and in 2020 have already added 14 new lenders.  This is due to the successful launch of their engagement platform in 2019 and the continued development and refinement of their CRM and lead management system. 

“We’re excited to add these two highly skilled leaders to our executive team to continue our rapid growth, drive customer engagement, and to enhance our innovative brand in the marketplace,” said Josh Friend, CEO of Insellerate. “Dan and Scott’s backgrounds share a common passion for focusing on delivering true differentiation and value to our customers.”

Meet the new Insellerate leadership team members:

“Please help me in welcoming Dan to the Insellerate family and in congratulating Scott on his promotion,” stated Josh Friend.

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.


About Insellerate

Insellerate helps lenders close more loans through better borrower engagement as 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 by phone at 855-973-1646.