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 a press release, fundamentally is to innovate how mortgage borrowers engage with loan officers.

The Insellerate Sales & Marketing Engagement Mobile App automates the delivery of lead distribution, full lead management, click to call, inbound call routing, first call automation, two-way compliant text messaging and “access to critical loan information without having to use a laptop” or log into their loan origination system (LOS).

More specifically, the fintech said, the app empowers loan officers intelligently distributing leads, managing pipelines, prioritizing their day, automating best practices, and personalizing the borrower’s journey all from their mobile application.

“It is critical to provide loan officers with the complete tools they need to engage with borrowers, deliver critical communication and content to close loans remotely,” said Josh Friend, CEO of Insellerate. “We are the first in any industry to deliver a full Lead Management, CRM – Engagement platform into one dynamic mobile application. This app will radically transform borrower engagement while increasing retention and improving conversion rates.“

Insellerate’s CRM platform and mobile app automate marketing empowering lenders, loan officers and their customers through access to a portal that simultaneously leverages text messaging, direct calls, email, direct mail, and customer monitoring-anytime, anywhere.

Insellerate’s platform provides automated borrower engagement solutions, strategy, and content across mortgage lending channels, using forward-looking scalable and compatible technology. Furthermore, according to the company website, SOC 2 (System and Organization Controls’) and SSAE 18 certifications ensure banks and mortgage firms remain compliant with regulatory requirements.

As NEXT reported, Insellerate has been preparing for the upcoming launch of its mobile omni-channel marketing portal for loan officers. The company has now announced it will introduce the new app at #NEXTSUMMER20.