Press Release: Insellerate’s Innovative TPO Solution Delivers Industry-First CRM & Marketing Automation for Wholesale Lenders




Insellerate’s Innovative TPO Solution Delivers Industry-First CRM & Marketing Automation for Wholesale Lenders

Newport Beach, CA – February 27, 2023 – Insellerate, a leading provider of Modern CRM and Marketing Automation solutions to the mortgage lending and real estate industries, today announced during ICE Experience the launch of its new TPO solution. This powerful solution provides dynamic account executive workflows, engaging marketing content, pipeline management, and more from an account executive’s mobile device.

In today’s constantly changing mortgage market with rising rates, low inventory, heightened competition, and lower origination volumes, wholesale lenders and their TPO partners are looking for strategic solutions to drive origination volumes by streamlining workflows, improving pipeline management & tracking, and enhancing relationships through more consistent engagement.

Insellerate TPO is fully integrated into leading LOS systems like ICE Technology’s Encompass® and MeridianLink to seamlessly allow account executives to work on their loan files from their mobile devices, send dynamic marketing content to stay engaged with their TPO brokers, and enhance communication across multiple channels.  Insellerate TPO solution delivers industry-first workflows specific to wholesale account executives to streamline their processes and daily activities.  The solution enhances pipeline management at the company and individual broker levels to quickly identify opportunities and trigger strategic marketing messages and notifications to keep each party informed throughout the process.

Insellerate helps wholesale lenders close more loans with their award-winning modern CRM, Lead Management, and Engagement platform, the only mortgage CRM that handles all lending channels, retail, wholesale, TPO, Consumer Direct, and Reverse.   Insellerate’s advanced APIs allow seamless connectivity to a lender’s tech stack, and their native mobile application enables account executives to work on their files from anywhere at any time. With Insellerate TPO, account executives can engage more effectively with third-party originators, resulting in higher lead conversion rates, lower origination costs, and more closed loans.

About Insellerate

Insellerate helps lenders close more loans through better borrower engagement. The mortgage industry’s most innovative marketing and sales engagement platform. We deliver dynamic technology, strategy, and content for every channel of your business to ensure engagement throughout the borrower’s Journey. Insellerate integrates with the software powering your business today and into the future. Insellerate is a highly scalable, configurable, modern platform that accelerates sales and generates repeat business. SOC 2 and SSAE 18 certified, Insellerate is built to satisfy the most closely regulated businesses, including banks with mortgage subsidiaries. For more information, visit Or Contact us at 855-973-1646.

Insellerate Media Contact

Michael Hammond JD, CMT
NexLevel Advisors LLC
Media Contact for

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