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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 CRM as well as a marketing automation solution. “Finastra has a long history of delivering innovative solutions to its customers,” Josh Friend, CEO of Insellerate, said […]
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Insellerate Launches New AI Integration for Ema...

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-n...

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Path Software Launches Integration With Inselle...

Path Software, a modern and flexible mortgage loan origination system, is now integrated with Insellerate, a provider of modern CRM and marketing automation solutions to the mortgage lending and real estate industries. Insellerate is a highly scalable, configurable, modern CRM platform that accelerates sales and generates repeat business for lenders. Through the integration, Path users can acce...

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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 by automatically de...

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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.

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LenderHomePage and Insellerate Partner to Maxim...

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 libra...

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Just Announced Awarded – Top Innovation Award 2021

Just Announced- Insellerate Named Top Innovation Prominent mortgage executives gathered digitally to see who the Executive Team of PROGRESS in Lending named the top industry innovations of the past year at the Eleventh Annual Innovations Awards Event. This honor is the Gold Seal when it comes to recognizing true industry innovation. All applications were scored on a weighted scale. We looked fo...

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Insellerate Launches DATA IE – Industry Briefs ...

Insellerate Launches DATA IE Insellerate, Newport Beach, Calif., released DATA IE, which allows lenders to better serve their customers by turning borrower data into actionable insights and intelligent engagement. DATA IE delivers data insights, leverages that data to enhance borrower engagement and provides personalized outreach to enhance borrower relationships while delivering timely messagi...

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2020 HW Tech Trendsetter: Jack Friend

Insellerate, Chief Financial Officer and Chief Operating Officer Jack Friend consistently demonstrates the ability to create vision, strategy and consensus-building for a wildly divergent group of mortgage industry stakeholders on complex technical topics, and has developed and executed large-scale technology projects that enable lenders to operate more efficiently to grow and improve their len...

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2020 HousingWire Vanguard: Josh Friend – Insell...

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 company, to rising up the ranks, to running a mortgage company, Friend...

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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 of students...

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Insellerate launches mobile app fully loaded wi...

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 to log into...

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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...

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Insellerate Launches Mobile Lead Management, CR...

Insellerate is launching what it bills as a first-of-its-kind mobile application that will allow full access to lead management and distribution, click to call, inbound call routing, first call automation, two-way compliant text messaging and more, without having to open up a laptop or log into a loan origination software system. Insellerate stated that the new app will empower loan originators...

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Vendor To Further Enhance Engagement Using Mobi...

In 2019, Insellerate dramatically enhanced its CRM & Lead Management solution by introducing its Marketing Automation and Engagement Platform. This new functionality automates multi-channel marketing with pre-designed content through social media, email, direct mail, compliant text messaging, ringless voicemail, and phone calls to enable better borrower engagement. Moving forward, in August...

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Insellerate reports record demand for borrower ...

Mortgage marketing and sales engagement platform Insellerate has been welcoming a growing number of lender clients in the past 12 months. An additional 52 lenders are now using its highly scalable software, technology integration, strategy, and content services, the Newport Beach, Cal.,based fintech reported in a statement. Since Insellerate launched its most recent CRM & Engagement Platfor...

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Insellerate Attributes Record Growth to Lender ...

Newport Beach, CA – July 28th, 2020 – Insellerate, the leading mortgage CRM & Engagement Platform, which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announced today that it credits its significant growth to demand for its lead management and borrower engagement tools that dramatically increase response and conversion rat...

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