Insellerate launches mobile app fully loaded with CRM tools

News | August 18, 2020

Mortgage CRM platform Insellerate has released a mobile app that equips loan officers with the tools they need to engage borrowers.

The new app enables loan officers to distribute leads, manage pipelines, automate best practices, and personalize the borrower’s experience all through their mobile devices. Additionally, loan officers can access critical loan information without having to log into their LOS system.

Insellerate’s mobile app also includes several capabilities, such as full lead management, lead distribution, click to call, inbound call routing, first call automation, and two-way compliant text messaging.

“It is critical to provide loan officers with the complete tools they need to engage with borrowers, deliver critical communication and content to close loans remotely,” said Insellerate CEO Josh Friend. “We are the first in any industry to deliver full lead management, CRM and engagement platform into one dynamic mobile application. This app will radically transform borrower engagement while increasing retention and improving conversion rates.”

The Insellerate platform features a full CRM and engagement functionality with built-in lead management and automated marketing.


Recent Posts

I recently sat down with Wint Winter to glean more of his wisdom

“Even if it has a bad reputation, it is still important to be one of the leaders and do things right…..” – Wint Winter

Josh Friend

September 22, 2020

Learn More

Insellerate: Sales and Marketing Engagement Mobile App for Mortgage Professionals

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.

Josh Friend

September 9, 2020

Learn More

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 California’s digital divide in education.

Josh Friend

Learn More