Learn to Optimize CRM & POS Platform Usage for more loans in a Virtual World

Webinar | May 24, 2020

About the Hosts

Tim Nguyen served as a founder and chief executive officer of InHouse, a nationwide provider of appraisal services and technologies. In addition to his significant leadership experience, Mr. Nguyen has deep knowledge and expertise in the mortgage and lending industry.

CEO and founder of Insellerate has a 20-year history in the mortgage industry building and growing mortgage companies, which has led him to the founding of Insellerate, a platform built to help lenders close more loans.

BeSmartee® and Insellerate hosted a Live webinar on 5/20/20 at 10 AM PST!

If you missed the event, Join Josh Friend and Tim Nguyen, CEO of BeSmartee® and learn how to optimize CRM and POS platform usage for more loans in a virtual world!

Come find out how you can optimize the borrower journey and increase lead conversion thru automation and seamless integration with your CRM, LOS & POS.

Learn Best Practices on how to manage the data

How to build a best practise work flow

And, what questions to ask when looking to integrate technology further


besmartee webinar

Recent Posts

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As a former loan officer and then mortgage company owner, and now CEO of a mortgage technology provider, I have learned the importance of culture and its impact on production. The right culture creates loyalty, develops a lasting relationship, and drives productivity.

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Transforming Borrower Engagement Through Strategy, Process, And Automation

In today’s rapidly changing lending environment, it is critical to identify solutions that are working and producing actual results for other lenders. Pipelines are full; employees are working remotely, and communicating with your prospective borrowers is more critical than ever. That’s why I spoke with two lenders that are producing significant results to share their stories to assist you along your journey.

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Our CEO, Josh Friend has been named as “Thought Leader 2020” by Progress in Lending. Congratulations!

Historically innovation in the mortgage industry has lagged behind many other industries, says Josh. A number of lenders are still using outdated or antiquated technology that is holding them back from better engagement with prospective borrowers and from delivering a dynamic borrower experience. One thing that COVID-19 has done is to accelerate the pace of disruption and highlight the need for advanced digital solutions in today’s mortgage market.

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