Using Old Technology Is One Way To Drive Away Mortgage Customers by Josh Friend

The mortgage industry is changing. Digital lending is changing the way lenders interact with leads and how consumers interact with mortgage companies. The question is, how will you, as a lender, respond? You can take the approach of the company wedded to fax machines and force customers to do business using your old technology. You might even get lucky and last a little longer than you deserve. But eventually, you’ll get left behind....

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InSellerate CEO Josh Friend writes for National Mortgage Professional Magazine

National Mortgage Professional Magazine published an article by InSellerate CEO, Josh Friend, in the March 2017 edition of the magazine. The article, entitled "How to Get the Most Out of Leads" walks mortgage professionals through the advantages challenges of three different lead channels: online, direct mail and telemarketing.

Strandview Capital Makes Second Investment in InSellerate

Strandview Capital, a strategic investor in financial services companies, has committed up to $1.25 million in InSellerate, a sales automation software company that empowers mortgage lenders to optimize lead opportunities by communicating with borrower prospects within seconds of starting the buying process. This is Strandview Capital’s second investment to help fund InSellerate’s rapid growth.

InSellerate Announces Its First Digital Lending Workshop

Costa Mesa, California, February 28, 2017 – InSellerate, the developer of the most advanced lead management system in the mortgage industry, has announced its first Digital Lending Workshop. The live, full-day event will be held Thursday, April 20 at the Center Club Orange County in Costa Mesa, California.

Partnering with fellow mortgage technology companies and consultants such as BeSmartee, Leadpoint, Nations Lending Services, Vantage Production and Ytel, InSellerate has designed the workshop as an opportunity to explore and review the entire technology chain driving the digital mortgage. The workshop will walk participants through the entire process of a digital mortgage, including lead buying, distribution and management; creating web portals; borrower self-service; automated disclosures and fees; creating engaging marketing content and sales presentations; automated closing and underwriting; and electronic delivery and signing.

Raj Parekh Joins Insellerate as Head of Business Development

In this role, Parekh will be responsible for growing InSellerate's client roster of mortgage companies and financial institutions and to lead its efforts to increase awareness and market acceptance of InSellerate’s state-of-the-art consumer acquisition management platform.

Converting Today’s Borrowers Into Tomorrow’s Lifetime Clients

In part three of our three-part series featured on MortgageORB we discuss the combination of tools that can help loan officers convert today’s borrowers into lifetime customers for tomorrow.

Three Steps To Winning New Customers

The mortgage industry has had a long run of good luck thanks to the low interest rate environment and consumer demand for homes. With rates remaining near historic lows and home prices rising, lenders have been handed a great growth opportunity. But not all lenders have chosen to or been able to take advantage of this opportunity.

InSellerate and Vantage Production team up to empower lenders to close more loans

We are excited to announce that we have partnered with Vantage Production to bring the industry’s leading retail marketing and sales automation platform together with the most advanced direct lending sales automation solution on the market. We are proud to introduce LoanCurve.

Creating The Exceptional Borrower Experience

Check out part two of our three-part series on MortgageORB where we discuss how technology can help MLO's better manage the loan process itself, while also making it easier and more convenient for the borrower, creating an exceptional customer experience that today’s consumers expect and demand. Let us know what you think in the comments.

Houston, We Have Made Contact

One of the great technological advances in the mortgage industry has been in customer relationship management (CRM) systems. These systems empower the lender to better manage all aspects of the lending process, from initial contact and engagement with the prospect, to taking the application, to processing the loan, then on to post-closing and eventually, customer retention.

A CRM Worth Noting

Josh Friend saw a hole in the market. With 17 years of experience in the mortgage industry and the launch of six call centers under his belt, Friend thought that the sales support technology for mortgage loan officers was distinctly lacking.

Q&A with Josh Friend of InSellerate

InSellerate is in the news again. Our Founder and CEO Josh Friend has a Q+A session with MBA Newslink.

Mortgage Orbs: Person of the Week

Our Founder and CEO, Josh Friend, has been featured as Mortgage Orbs person of the week as he shares insight on how lenders can prevent borrow frustration.

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