Mortgage marketing and sales engagement platform Insellerate has been welcoming a growing number of lender clients in the past 12 months. An additional 52 lenders are now using its highly scalable software, technology integration, strategy, and content services, the Newport Beach, Cal.,based fintech reported in a statement.
Since Insellerate launched its most recent CRM & Engagement Platform in June 2017, it has processed over 2.6 million applications for its lender clients and engaged with over 64 million prospective borrowers.
Among notable client examples, Northpointe Bank loan officers reported credited the Insellerate platform, the company said, for helping generate over $125 million in mortgage lending volume a month, even though staff consisted of only 11 loan officers.
“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.”
The Insellerate Software-as-a-Service (SaaS) platform isSOC 2 (System and Organization Controls’) and SSAE 18 certified to comply with closelyregulated lending requirements, including for banks with mortgage subsidiaries.
Insellerate said it has doubled the implementation and support team via new hires and internal promotions, as client growth organically led to staff growth.
In 2019,Insellerate enhanced its CRM & lead management solution by adding a marketing automation and engagement platform. This multi-channel marketing portal delivers pre-created content through social media, email, direct mail, compliant text messaging, ringless voicemail, and phone calls “to enable better borrower engagement.”
In August, Insellerate plans to launch a mobile version of the multi-channel marketing portal automation loan officers can access from their phone.
The Insellerate sales and marketing engagement mobile app automates in-bound call routing, lead distribution, full lead management, remote call tracking, click to call, and pipeline management, according to a release.
Automating customer engagement isn’t a new concept in the mortgage space. From industry titans like Quicken, whose rapid growth many attribute to its automated lead gen practices, to small town America’s many one-person shops, taking the daily burden of client engagement off a loan officer’s plate is one of the most effective ways of ensuring a brokerage’s staff is spending its time doing what it does best.
August 6, 2020
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.
August 4, 2020