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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 unions with the ability to enhance customer outreach across their entire enterprises. Insellerate helps loan officers and account executives close […]
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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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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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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 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 delivers...

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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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