Loan Officer Mobility
Everything is going digital today— zoom parties, virtual happy hours, virtual open houses—which means that your team needs to be available virtually. To highlight how important it is to be virtually available, MIT studied online leads. It found that if you call a lead in the first five minutes versus one hour, you’re one hundred […]
2020 HousingWire Vanguard: Josh Friend – Insellerate, Founder and CEO
The 2020 list of HousingWire Vanguard potential candidates was more competitive than ever before. On any other given year, many would have easily won – but this was not any other year. The competition was fierce. Josh Friend’s impact on the mortgage industry at large is unmistakable. From his early days working at a mortgage […]
I recently sat down with Wint Winter to glean more of his wisdom
“Even if it has a bad reputation, it is still important to be one of the leaders and do things right…..” – Wint Winter In 2000, Wint Winter became EVP and General Counsel of Peoples Bank, “Banking Unusual”, the Winter family bank holding company, with 25 branches in Kansas, Colorado, and New Mexico. In 2002, […]
Insellerate: Sales and Marketing Engagement Mobile App for Mortgage Professionals
Introducing the Next Wave of Mortgage Technology. The first of its kind solution for the mortgage industry, Insellerate’s Sales & Marketing Engagement Mobile App automates In-bound call routing, lead distribution, full lead management, remote call tracking, click to call, and pipeline management. It even automates multi-channel marketing through social media, email, direct mail, compliant text […]
Insellerate Partners With Project Hope Alliance
Insellerate, a provider of mortgage Lead Management, CRM & Engagement Platform that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, has launched a partnership with Project Hope Alliance to help close California’s digital divide in education. As students across California look to begin a new school year, thousands […]
Data Insights And Its Impact On Borrower Engagement
The Insellerate platform, in the last three years alone, has handled over 2.6 million borrower applications and 66 million prospects. So if you take a look at how many touchpoints each one of those has had, we’re talking about hundreds of millions of different touchpoints and data points throughout the borrower’s journey. This data provides […]
How is technology transforming borrower engagement? – Featured Article by the CMBA in their member spotlight.
About Josh Friend and Insellerate Josh Friend began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers, with […]
Insellerate launches mobile app fully loaded with CRM tools
Mortgage CRM platform Insellerate has released a mobile app that equips loan officers with the tools they need to engage borrowers. The new app enables loan officers to distribute leads, manage pipelines, automate best practices, and personalize the borrower’s experience all through their mobile devices. Additionally, loan officers can access critical loan information without having […]
Insellerate Launches First of Its Kind Mobile Solution
Transforming Borrower Engagement From the Palm of the Loan Officers Hand Newport Beach, CA – August 17th, 2020 – Insellerate the leading mortgage Lead Management, CRM & Engagement Platform that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announces the first-of-its-kind Mobile app. This ground-breaking mobile app delivers […]
Insellerate to launch CRM app for LOs NEWS
Customer relationship management (CRM) mortgage fintech Insellerate, is ready for its next milestone. The Newport Beach, Calif., based company is launching a groundbreaking mobile app designed to transform borrower engagement by empowering loan officers with fast, full access to data and customized service options delivered through an omni-channel marketing system. The goal, Insellerate said in […]