A guide to optimizing client engagement and communication
With 2023 off to a challenging start, mortgage professionals are buckling in for another year of ebbs and flows. Rising rates, low inventory, heightened competition and low origination volumes all add to the turbulent landscape lenders are looking to navigate through. In order to find success in 2023, professionals need to find strategic solutions that […]
Why Should Lenders Take The Time To Explore Modern Technology?
With the mortgage market demanding more from you and your team than ever before, it’s no wonder that lenders are feeling the pressure to produce. The complexity of this constantly changing environment poses an overwhelming burden on lenders- low origination volumes, declining revenue, rising rates, heightened pressure to reduce loan production costs, and fierce competition […]
3 Reasons Borrowers Say No
As a former loan officer and lending executive I have had the opportunity to train thousands of loan officers and production teams in the mortgage industry. What I learned was that there are three primary reasons a borrower says no. When loan officers learn to overcome these objections, they can close significantly more loans. Here […]
The 2023 Innovations Award Winners Are …
The Executive Team of PROGRESS in Lending is proud to give Insellerate our Innovations Award this year. Powered with AgentConnect, Insellerate empowers loan officers to engage more effectively with real estate agents and borrowers, resulting in higher lead conversion rates, lower origination costs, and more closed loans. AgentConnect takes co-branded marketing to a new level […]
Insellerate launches TPO solution for wholesale lenders
Insellerate TPO offers account executive workflows, marketing content, pipeline management, and other features Mortgage lender CRM and marketing automation solutions provider Insellerate has launched a new third party origination (TPO) solution for wholesale lenders, the company announced on Monday during ICE Experience. Insellerate TPO will provide account executive workflows, marketing content, pipeline management at the company and individual broker levels […]
Most Connected Mortgage Pros
Josh’s impact on mortgage industry is unmistakeable from his early days of working at a mortgage company, rising up the ranks, to running a mortgage company. He is transforming the borrower experience with the leading technology Insellerate, which enables lenders to intelligently engage borrowers, creating customers for life.
LenderHomePage and Insellerate Partner to Maximize Loan Officer Productivity
The integration between Loanzify POS and Insellerate offers streamlined multi-channel communication that increases retention and conversion rates. LenderHomePage, industry-leading mortgage point-of-sale system, announced their partnership with Insellerate, a Customer Experience Platform (CEP) that delivers lead management, sales enablement, engagement, and robust mortgage specific content libraries. Now clients of both platforms will be provided with seamless […]
JFQ Lending
JFQ Lending’s production has skyrocketed by over 3,000% in less than 2 years—going from $9m month to over $308m a month, while using Insellerate. JFQ Lending is a mortgage broker licensed in over 30 states that has access to the best pricing in the entire industry. CEO John Kresevic found the efficiency of having data […]
Northpointe Bank
Northpointe Bank’s Consumer Direct Division is doing more than 30 loans per month per loan officer, drastically outperforming national averages with Insellerate. Founded in 1999, Northpointe added a Consumer Direct Division in 2012, which has seen significant growth and efficient lenders leveraging technology and process. Alan Lacey, Regional Vice President, of Northpointe Bank is proud […]
Successful mortgage lending starts with superior customer service
What happens when borrowers can’t or won’t walk into a lending branch? HousingWire recently sat down with Insellerate CEO Josh Friend to discuss that very question and what strategies retail lenders should look to adopt from direct-to-consumer lending. HW: What are some strategies that retail lenders should look at adopting from direct-to-consumer lending? Josh Friend: […]