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Insellerate integrates its CRM solution with Finastra’s MortgagebotLOS

The collaboration aims to bring “customer outreach to new heights,” according to Josh Friend, CEO of Insellerate

Insellerate, a CRM provider serving banks, lenders and credit unions, announced an integration with Finastra’s MortgagebotLOS and Originate solutions on Tuesday.

Thanks to this latest collaboration, lenders who use Finastra’s software will benefit from a seamless, fully integrated CRM as well as a marketing automation solution.

 “Finastra has a long history of delivering innovative solutions to its customers,” Josh Friend, CEO of Insellerate, said in a statement. “With this integration, we are taking customer outreach and marketing to new heights, offering an all-in-one platform that empowers users to create exceptional, personalized marketing content effortlessly.”

 Insellerate’s services work across all lending channels: retail, wholesale, TPO, consumer direct, recruiting and reverse. It also offers a native mobile application, which gives more flexibility to loan officers. 

Insellerate says its CRM helps increase sales, while the marketing automation facilitates the creation, management and distribution of automated multi-channel marketing content.  

“We are constantly striving to add value for our customers to improve their business outcomes,” Mary Kay Theriault, director of product management for Mortgagebot at Finastra, said in a statement. “The integration with Insellerate’s CRM and marketing automation solution will provide our customers with the ability to enhance outreach and engagement with their customer bases directly from our platform.”  

Last September, Finastra announced another integration with LoanLogics, a mortgage loan quality automation provider. This integration enhances lender capabilities and facilitates document processing and income calculation.

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