Insellerate integrates its CRM solution with Finastra’s MortgagebotLOS

The collaboration aims to bring “customer outreach to new heights,” according to Josh Friend, CEO of Insellerate Insellerate, a CRM provider serving banks, lenders and credit unions, announced an integration with Finastra’s MortgagebotLOS and Originate solutions on Tuesday. Thanks to this latest collaboration, lenders who use Finastra’s software will benefit from a seamless, fully integrated […]

Insellerate and Finastra Partner to Transform Customer Outreach and Engagement

Newport Beach, CA – October 24, 2023 – Insellerate, a leading provider of modern CRM and marketing automation solutions for banks, lenders, and credit unions, today announced an integration with Finastra’s MortgagebotLOS and Originate solutions. This collaboration introduces a fully integrated, state-of-the-art CRM and marketing automation solution tailored to empower community banks, lenders, and credit […]

The Power of Modern CRMs In Banking for Comprehensive Customer Engagement

In today’s dynamic and customer-centric banking landscape, financial institutions are on a constant quest to enhance their services and create lasting relationships with their customers. This mission is at the heart of the transformative power of modern Customer Relationship Management (CRM) systems. These sophisticated solutions have ushered in a new era of banking, allowing institutions […]

Accelerating Innovation in the Mortgage Industry: Paving the Path to Future Success

The mortgage industry, often perceived as a lumbering giant, has long been associated with slow-moving processes and entrenched traditions. However, the winds of change are sweeping through this sector, ushering in an era of innovation that promises to revolutionize how we approach home buying and financing. In this article, we will explore the historical sluggishness […]

G2 High Performer badge

Amidst a year of delivering groundbreaking innovation and a steadfast commitment to enhancing the Loan Officer experience, we are honored that Insellerate’s newly introduced features and functionalities have propelled us to receive the G2 High Performer badge, which is awarded to organizations with high customer satisfaction scores in the category for CRM and Marketing Automation.

Unleashing The Power Of Marketing Automation And Personalized Content

In the world of mortgages, where dreams of homeownership meet the realities of financial decisions, a new revolution is unfolding – one that merges cutting-edge technology with personalization. Enter marketing automation with a built-in content library tailored for the mortgage industry. Mortgage lenders, loan officers, and mortgage brokers are reaping the rewards of this dynamic […]

Insellerate Launches New AI Integration for Email Marketing

Insellerate, Newport Beach, Calif., launched a new AI plug-in for email marketing in the mortgage industry. Users will gain access to advanced functionality powered by ChatGPT, enabling content creation, enhanced grammar correction and tone adjustments within their current email editor. Insellerate’s new AI integration is now available to all users. From the news: https://newslink.mba.org/mba-newslinks/2023/july/industry-briefs-july-19-2023/

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