Transforming Borrower Engagement through Strategy, Process, and Automation – Webinar

Webinar | May 29, 2020

Presented by the Mortgage Technology & Marketing Committee (MTAM) Learn from John Kresevic, CEO of JFQ Lending, Nick Rutherford, Director of Business Development and Data Analytics for McGlone Mortgage Group and Josh Friend CEO of Insellerate, on how they are using systems and technology to automate and transform borrower engagement while optimizing lead conversion.

• Best practices on how to define your strategy

• Understand how to automate each borrower touchpoint

• Integrate your technology stack

• Optimize lead conversion Find our how we can help!

Schedule a Demo https://crm.insellerate.com/getademo/


Recent Posts

Articles/Blog
The Power Of Culture And LO Production

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.

Josh Friend

July 1, 2020

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Articles/Blog
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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News
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 A number of lenders are still using outdated or antiquated technology that is holding them back from better engagement with prospective borrowers and from delivering a dynamic borrower experience.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.

Josh Friend

June 16, 2020

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