In The Media
Press Release: Insellerate’s Innovati...
PRESS RELEASE ________________________________________________________________________ Insellerate’s Innovative New Solution AgentConnect™ Helps Retail Loan Officers Close Loans Leading Customer Experience Platform for Mortgage Lenders Processing over $5 Billion in Monthly Loan Volume Enhances Platform to Foster Better Real Estate Agent Relationships Newport Beach, CA – June 28, 2022 – Insellerate, a leading provider of customer relationship management (CRM) and marketing automation solutio...
Insellerate Receives Growth Investmen...
Leading Customer Engagement Platform for Mortgage Lenders Processing over $5 Billion in Monthly Loan Volume Newport Beach, CA – February 10, 2022 – Insellerate, a leading provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lender and real estate industries, today announced a strategic investment led by Argentum with participation from First Analysis. The new capital will be used to expand product development, sales and marketing, and customer ...
Most Connected Mortgage Pros
Josh’s impact on mortgage industry is unmistakeable from his early days of working at a mortgage company, rising up the ranks, to running a mortgage company. He is transforming the borrower experience with the leading technology Insellerate, which enables lenders to intelligently engage borrowers, creating customers for life.
LenderHomePage and Insellerate Partne...
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 libraries. Now clients of both platforms will be provided with seamless automation that maximizes loan of...
Sales Boomerang partners with Inselle...
Sales Boomerang, an automated borrower intelligence and retention system, has expanded its integration with mortgage customer experience platform Insellerate. By combining loan opportunity alerts from Sales Boomerang with Insellerate’s automated, multi-channel marketing the deal is expected to help lenders increase customer retention and convert more leads to loans. “Between home purchases, refis and home-equity loans, the average consumer will do 11 mortgages in their lifetime,” said ales Bo...
Insellerate Just Named to Housing Wir...
March 1, 2021 IRVING, Texas — HousingWire is excited to reveal the winners of its ninth annual HW Tech100 awards, recognizing the most innovative technology companies in the housing economy. The Tech100 program provides housing professionals with a comprehensive list of the most innovative and impactful companies that can be leveraged to identify partners and solutions to the problems that mortgage lenders and real estate professionals face everyday. Perhaps this year more than ever, these [&...
2021 HW Tech100 Mortgage Winners HW N...
The HW Tech100 identifies and recognizes the most innovative technology companies serving the mortgage and real estate industries. The 2021 Tech100 Mortgage winners are revolutionizing the mortgage process – from origination to closing, and servicing to secondary markets. Most importantly – they are helping mortgage lenders and services deliver outsized growth driven by innovation and impact. These companies are truly leading the way toward a more innovative and efficient housing market. The ...
Just Announced Awarded – Top Innovati...
Just Announced- Insellerate Named Top Innovation Prominent mortgage executives gathered digitally to see who the Executive Team of PROGRESS in Lending named the top industry innovations of the past year at the Eleventh Annual Innovations Awards Event. This honor is the Gold Seal when it comes to recognizing true industry innovation. All applications were scored on a weighted scale. We looked for the innovation’s overall industry significance, the originality of the innovation, the positive ch...
Insellerate Launches DATA IE – Indust...
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 messaging throughout the borrower process. It enables loan officers to craft the right message at the right...
Insellerate Launches DATA IE™ Solution
Turning Borrower Data Into Actionable Insights and Intelligent Engagement PRESS RELEASE UPDATED: DEC 2, 2020 04:00 EST NEWPORT BEACH, California, December 2, 2020 (Insellerate.com) Insellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the release of its DATA IE solution. This innovative solution allows lenders to...
2020 HW Tech Trendsetter: Jack Friend
Insellerate, Chief Financial Officer and Chief Operating Officer Jack Friend consistently demonstrates the ability to create vision, strategy and consensus-building for a wildly divergent group of mortgage industry stakeholders on complex technical topics, and has developed and executed large-scale technology projects that enable lenders to operate more efficiently to grow and improve their lending organizations. His ability to design and deliver innovative solutions has been used to fund bil...
2020 HousingWire Vanguard: Josh Frien...
The 2020 list of HousingWire Vanguard potential candidates was more competitive than ever before. On any other given year, many would have easily won – but this was not any other year. The competition was fierce. Josh Friend’s impact on the mortgage industry at large is unmistakable. From his early days working at a mortgage company, to rising up the ranks, to running a mortgage company, Friend has helped thousands of people realize the dream […]
Insellerate Partners With Project Hop...
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 experiencing homelessness remain without access to proper Wi-Fi and technology, reflecting a digita...
Insellerate launches mobile app fully...
Mortgage CRM platform Insellerate has released a mobile app that equips loan officers with the tools they need to engage borrowers. The new app enables loan officers to distribute leads, manage pipelines, automate best practices, and personalize the borrower’s experience all through their mobile devices. Additionally, loan officers can access critical loan information without having to log into their LOS system. Insellerate’s mobile app also includes several capabilities, such as full lead ma...
Insellerate Launches First of Its Kin...
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 full lead management, lead distribution, click to call, inbound call routing, first call automatio...
Insellerate to launch CRM app for LOs...
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 Launches Mobile Lead Mana...
Insellerate is launching what it bills as a first-of-its-kind mobile application that will allow full access to lead management and distribution, click to call, inbound call routing, first call automation, two-way compliant text messaging and more, without having to open up a laptop or log into a loan origination software system. Insellerate stated that the new app will empower loan originators to distribute leads, manage pipelines, prioritize their days, enhance automating practices and pers...
Vendor To Further Enhance Engagement ...
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 Insellerate will take things even further with a new mobile approach. Lenders are growing signific...
Insellerate reports record demand for...
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 Platform in June 2017, it has processed over 2.6 million applications for its lender clients and engaged wi...
Insellerate Attributes Record Growth ...
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 rates. “Now more than ever, with loan officers often working remotely, it is critical to provide them w...
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Where Lenders Come To Grow
Winning In Wholesale Lending
Wholesale lenders that were looking to deliver on the “Speed to Lead,” “Customer for Life,” “Capturing the Deal,” “Customer Facing Activities,” and “Personalization” have concluded that they need modern technology solutions to execute these key differentiators. CRM Technology that was created 10-20 years ago, technology that does not include dynamic API’s, Webhooks and microservices, technology that does not expose those API’s, and technology that only contains single contact objects, severel...
Driving Purchase Volume In Today’s Ch...
The Man Behind Revolutionizing Borrow...
As consumers have shifted online to shop for mortgages, it has become critical for mortgage lenders and servicers to develop a sustained digital engagement strategy for their customers. Insellerate’s award-winning platform enables loan officers to engage more effectively, resulting in higher lead conversion rates, lower origination costs, and more closed loans. Insellerate is the first in any industry to deliver a complete CRM, Lead Management, and Engagement platform via a dynamic mobile app...
Successful mortgage lending starts wi...
What happens when borrowers can’t or won’t walk into a lending branch? HousingWire recently sat down with Insellerate CEO Josh Friend to discuss that very question and what strategies retail lenders should look to adopt from direct-to-consumer lending. HW: What are some strategies that retail lenders should look at adopting from direct-to-consumer lending? Josh Friend: Amid this global pandemic, mortgage rates have been at historically low levels, borrower demand has increased, refi’s have br...
Innovations Award Winners Speak Out
The PROGRESS in Lending Innovations Award Winners talk about the future of mortgage lending. Mortgage executives came together to attend PROGRESS in Lending Association’s Eleventh Annual Innovations Awards Event digitally. We named the top innovations of the past twelve months. After that event, we wondered what would happen if we brought together executives from the winning companies to talk about mortgage technology innovation. Where do they see the state of industry innovation right now? A...
Successful mortgage lending starts wi...
What happens when borrowers can’t or won’t walk into a lending branch? HousingWire recently sat down with Insellerate CEO Josh Friend to discuss that very question and what strategies retail lenders should look to adopt from direct-to-consumer lending. HW: What are some strategies that retail lenders should look at adopting from direct-to-consumer lending? Josh Friend: Amid this global pandemic, mortgage rates have been at historically low levels, borrower demand has increased, refi’s have br...
2021 HW Tech100 Mortgage Winners HW N...
The HW Tech100 identifies and recognizes the most innovative technology companies serving the mortgage and real estate industries. The 2021 Tech100 Mortgage winners are revolutionizing the mortgage process – from origination to closing, and servicing to secondary markets. Most importantly – they are helping mortgage lenders and services deliver outsized growth driven by innovation and impact. These companies are truly leading the way toward a more innovative and efficient housing market. The ...
Understanding Today’s Connected Borrower
Today’s borrower is tech-savvy, digitally focused, and want’s communication to be frequent, timely, personal and highly engaging through multiple channels. The borrower’s expectations have changed dramatically over the last couple of years. Many stating the “Amazon Effect”, instantly search for a product, read reviews, click to order, and the product is often delivered to their home the next day. The challenge for the mortgage industry is that historically the industry has been transaction f...
What Trends Will Shape the Originatio...
Story from January edition of MReport Amid the economic havoc created during the coronavirus pandemic, the residential mortgage industry emerged as one of the relatively few bright spots in an otherwise dismal environment. That is not to say the industry didn’t face its share of challenges – rapidly changing federal regulations, the impact of social distancing protocols on a traditionally person-to-person business and the abrupt migration from offices to working from home were among the most ...
Volumes & Communication Impactin...
Amid this global pandemic, mortgage rates have been at historically low levels; borrower demand has increased, refi’s have broken records, while lenders have had to shift in many instances to a remote workforce. With record-low mortgage rates driving sustained borrower demand, MBA forecasts mortgage originations to total $3.18 trillion in 2020 – the most since 2003 ($3.81 trillion). The Mortgage Bankers Association (MBA) announced that purchase originations are expected to grow 8.5% to a new...
Loan Officer Mobility
Everything is going digital today— zoom parties, virtual happy hours, virtual open houses—which means that your team needs to be available virtually. To highlight how important it is to be virtually available, MIT studied online leads. It found that if you call a lead in the first five minutes versus one hour, you’re one hundred times more likely to get a hold of them. Call a lead in five minutes versus thirty minutes. You’re going to be […]
Insellerate: Sales and Marketing Enga...
Introducing the Next Wave of Mortgage Technology. The first of its kind solution for the mortgage industry, Insellerate’s Sales & Marketing Engagement Mobile App automates In-bound call routing, lead distribution, full lead management, remote call tracking, click to call, and pipeline management. It even automates multi-channel marketing through social media, email, direct mail, compliant text messaging, ringless voicemail, and phone calls to enable better borrower engagement from the pal...
Data Insights And Its Impact On Borro...
The Insellerate platform, in the last three years alone, has handled over 2.6 million borrower applications and 66 million prospects. So if you take a look at how many touchpoints each one of those has had, we’re talking about hundreds of millions of different touchpoints and data points throughout the borrower’s journey. This data provides excellent insights into what’s happening throughout the mortgage process with consumers and the trends impacting borrower engagement. Brand loyalty in the...
How is technology transforming borrow...
About Josh Friend and Insellerate Josh Friend began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers, with that experience he has dedicated himself to building software for the mortgage industry since 2004. With a keen eye for developing best-in-class sales […]
Transforming Borrower Engagement Thro...
In today’s rapidly changing lending environment, it is critical to identify solutions that are working and producing actual results for other lenders. Pipelines are full; employees are working remotely, and communicating with your prospective borrowers is more critical than ever. That’s why I spoke with two lenders that are producing significant results to share their stories to assist you along your journey. John Kresevic, CEO of JFQ Lending, and Nick Rutherford, Director of Business Devel...
Long Live Direct Mail: 5 Best Practic...
In today’s climate, marketers have to get pretty creative if they want to earn the attention of borrowers. Many lenders have seen great success nurturing online leads through digital marketing channels. With so many ways to reach consumers online, offline channels should not be forgotten because the truth is: Direct mail is not dead. To earn the attention of the modern borrower, it’s best to leverage a mix of online and offline marketing channels. Here are five best practices […]
Research + Case Studies
How Borrowers And Lenders Behave
Call 3 Times in the First 24 Hours
Fact: 61% of initial disclosures come back when borrowers are called 3 times in the first 24 hours. The Insellerate research team took a look at 3,200 sent disclosures to get a better understanding of the relationship between time, effort, and getting initial disclosures back. The study examined the rate of returned disclosures over a period of 96 hours. The findings reflect an optimal contact strategy of at least 3 calls within the first 24 hours. When […]
Shorten Your Sales Cycle
Fact: For each day shaved off your total days to close, pull-through rate increases by 1% The Insellerate research team took a look at more than 1,000 funded loans to get a better understanding of the relationship between time and funding success. The average time to close for all loans in the study fell between 35-52 days, with pull-through rates between 51-75%. The study found a negative correlation between the two—a decrease in number of […]
4 Sales Plays That Lose Mortgage Serv...
As a mortgage servicer with quite an active customer base, you have already started building relationships. Relationship-building should never stop there, after the papers are signed and the funds are deposited. Each of these customers, already in your pipeline, are recurring revenue opportunities for you as a mortgage servicer. Avoid making the mistake of letting this revenue slip through your fingers. It’s important to focus on providing exceptional customer service not only in the beginnin...
Long Live Direct Mail: 5 Best Practic...
In today’s climate, marketers have to get pretty creative if they want to earn the attention of borrowers. Many lenders have seen great success nurturing online leads through digital marketing channels. With so many ways to reach consumers online, offline channels should not be forgotten because the truth is: Direct mail is not dead. To earn the attention of the modern borrower, it’s best to leverage a mix of online and offline marketing channels. Here are five best practices […]