Insellerate

Company Overview: Insellerate

Accelerating Mortgage Lending Through Intelligent Engagement

Who We Are

Insellerate is the mortgage industry’s leading engagement and CRM platform—strategically built by mortgage professionals, for mortgage professionals. We empower lenders to drive growth, increase efficiency, and deliver modern, personalized borrower experiences across retail, wholesale, consumer direct, and servicing channels.

Founded by industry veteran Josh Friend, a former top-producing loan officer and lender himself, Insellerate was born from firsthand knowledge of the challenges mortgage teams face—and the powerful results they can achieve with the right technology. Our platform fuses CRM, lead management, marketing automation, and real-time AI into one seamless, intelligent system designed specifically for lenders at scale.

What We Do

We provide an enterprise-grade, all-in-one CRM and engagement platform designed to:

• Manage the full borrower lifecycle — from lead to close and post-close nurturing

• Automate marketing & outreach via email, SMS, ringless voicemail, retargeting, and direct mail

• Empower call centers & loan officers with intelligent tools for follow-up and pipeline management

• Enhance agent performance & compliance with AIthena, our proprietary AI engine

• Deliver full visibility into team performance, campaign results, and borrower engagement

Our platform works across all major LOS and CRM systems, is mobile-enabled, and integrates with Salesforce, Velocify, Encompass, and more—ensuring seamless adoption without disruption.

Our Expertise & Capabilities

• Mortgage CRM built exclusively for the industry’s unique workflows and compliance needs

• Proprietary AI technology (AIthena) call analysis, predictive scoring & real-time coaching

• Advanced multi-channel marketing automation that drives engagement

• In-house team of mortgage tech experts, AI scientists, and marketers

• Experience serving a wide range of lenders—from mid-sized IMBs to large national institutions

• Deep understanding of compliance, speed-to-lead, lead distribution, and borrower behavior

Real-World Impact

Notable Results & Case Studies:

🔹 Agave Home Loans

• Achieved 9X ROI in 90 days using AIthena’s intelligent lead scoring and automated workflows

• Uncovered missed loan opportunities and reactivated previously cold leads

“AIthena ensured our highest-potential leads were prioritized and followed up with immediately.” – Marshall Gottlieb, CEO

🔹 Ladera Lending

• Boosted productivity by 38%

• Achieved 89.4% accuracy in predicting loan closures from the first call

• Reduced time spent on unqualified inquiries by 21%

“We’re giving our loan officers the tools to succeed—and our customers a better experience.” – Scott Contreras, EVP

🔹 Enterprise-Wide Call Center Optimization

• Reviewed 1500,000+ hours of sales calls in 2024 alone

• Replaced manual QA with automated analysis and coaching

Why Customers Choose Insellerate

• Secure & Compliant: SOC 2 Certified, GDPR/CCPA Compliant, bank-grade encryption

• Mobile-First CRM: Equip field teams and LOs with full CRM capabilities on-the-go

• Omnichannel Automation: Reach borrowers where they are, when it matters most

• Data-Driven Precision: AI-powered lead scoring and call insights that convert

• Mortgage Industry Expertise: You’re not just buying tech—you’re partnering with people who’ve walked in your shoes

📈 The Results You Can Expect

When you partner with Insellerate, you can expect to:

• Grow conversion rates by targeting high-potential leads

• Increase speed-to-lead and borrower engagement

• Streamline operations and reduce manual overhead

• Boost team performance through AI-driven coaching

• Ensure compliance with full visibility into every interaction

• Deliver a borrower experience that builds trust and loyalty

Let’s Build Your Competitive Advantage

Insellerate is more than a platform—it’s your strategic growth partner in an increasingly competitive lending market.
Schedule a demo today and discover how we can help you close more loans, faster—with less friction and greater insight.

www.insellerate.com |