In The Media

Customer Experience Platform
Book a DemoLearn more

Featured News

Press Release: Insellerate’s Innovative New Solution AgentConnect™

PRESS RELEASE ________________________________________________________________________ Insellerate’s Innovative New Solution AgentConnect™ Helps Retail Loan Officers Close Loans  Leading Customer Experience Platform for Mortgage Lenders Processing over $5 Billion in Monthly Loan Volume Enhances Platform to Foster Better Real Estate Agent Relationships  Newport Beach, CA – June 28, 2022 – Insellerate, a leading provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lending and real estate industries, today announced the launch of its new AgentConnect solution. […]
See Full Article

More News Articles

Insellerate Receives Growth Investment Led by A...

Leading Customer Engagement Platform for Mortgage Lenders Processing over $5 Billion in Monthly Loan Volume Newport Beach, CA – February 10, 2022 – Insellerate, a leading provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lender and real estate industries, today announced a strategic investment led by Argentum with participation from First Anal...

Read more

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.

Read more

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...

Read more

Sales Boomerang partners with Insellerate

Sales Boomerang, an automated borrower intelligence and retention system, has expanded its integration with mortgage customer experience platform Insellerate. By combining loan opportunity alerts from Sales Boomerang with Insellerate’s automated, multi-channel marketing the deal is expected to help lenders increase customer retention and convert more leads to loans. “Between home purchases, ref...

Read more

Insellerate Just Named to Housing Wire Tech 100...

March 1, 2021 IRVING, Texas — HousingWire is excited to reveal the winners of its ninth annual HW Tech100 awards, recognizing the most innovative technology companies in the housing economy. The Tech100 program provides housing professionals with a comprehensive list of the most innovative and impactful companies that can be leveraged to identify partners and solutions to the problems that mort...

Read more

2021 HW Tech100 Mortgage Winners HW Names The m...

The HW Tech100 identifies and recognizes the most innovative technology companies serving the mortgage and real estate industries. The 2021 Tech100 Mortgage winners are revolutionizing the mortgage process – from origination to closing, and servicing to secondary markets. Most importantly – they are helping mortgage lenders and services deliver outsized growth driven by innovation and impact. T...

Read more

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...

Read more

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...

Read more

Insellerate Launches DATA IE™ Solution

Turning Borrower Data Into Actionable Insights and Intelligent Engagement PRESS RELEASE  UPDATED: DEC 2, 2020 04:00 EST NEWPORT BEACH, California, December 2, 2020 (Insellerate.com) Insellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations m...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Insellerate Launches First of Its Kind Mobile S...

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 deliver...

Read more

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...

Read more

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...

Read more

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 Augus...

Read more

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...

Read more

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...

Read more