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 access Insellerate platform of full CRM functionality with built-in lead management and automated marketing featuring an innovative new content library and Agent connect, which delivers a Realtor marketing hub, MLS integration, dynamic Co-Branded open house flyers, and single property landing pages. Lenders can improve the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, text messaging, email, direct mail, and customer monitoring.
Society Mortgage, a Florida-based lender, is one of the first lenders using the integration. “Through the integration, Society has been able to monitor and track the entire lifespan of leads which has allowed us to obtain more accurate marketing reports,” said Chad Turner, President of Society Mortgage.
Path is a cloud-based solution designed to simplify the loan process while still providing lenders the controls and flexibility they need to run their business. Path is completely configurable to the lenders’ specific needs, including workflows, roles, organizational structure and compliance controls. This data-driven platform is device independent and can be conveniently accessed from any web-connected device. Path also includes a compliance management platform, Path Agile Compliance™, that provides proactive, automated compliance alerts, audit trails and parallel compliance workflows.
“We are excited to partner with Path Software to provide award-winning CRM & marketing automation to their customers; our combined solution delivers a truly unique lender and borrower experience,” stated Josh Friend, CEO & Founder of Insellerate. “Path is dedicated Calyx is dedicated to providing our users with best-in-class technology to help them remain competitive and achieve greater success,” said Joy Ziminskas, Director of Business Development. “Our integration with Insellerate’s industry-leading CRM solutions will make it easier and more efficient for Path users to market their services to potential borrowers and even recruit top talent.”