Insellerate is a software and technology company that offers a customer relationship management (CRM) platform to the residential mortgage, debt settlement, insurance and tax industries. It can also offer lead management and sales tracking functionality for its users through a software-as-a-service (SaaS) platform.

Founded in 2012, Insellerate is based in Newport Beach, California.

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Latest Insellerate News

Insellerate unveils a new user interface 

Feb 06, 2024By Sarah Marx

Customer relationship management provider Insellerate has rehauled its user interface (UI) to make it more user-friendly and efficient.

• Insellerate integrates its CRM solution with Finastra’s MortgagebotLOS 

  Oct 24, 2023By Sarah Marx

• Insellerate launches TPO solution for wholesale lenders 

  Feb 27, 2023By Tannistha Sinha

• Mortgage Coach integrates with Insellerate 

  Oct 11, 2022By Connie Kim

• Innovating in a Purchase Market 

  Nov 05, 2021By Sarahi De La Cuesta

• 2020 HW Tech Trendsetter: Jack Friend 

  Dec 01, 2020By HousingWire Staff

• Will 2021 Be the Year Green Housing Takes Off? 

  Oct 15, 2020By Katie Galbraith

• 2020 HW Vanguard: Josh Friend 

  Oct 01, 2020By HousingWire Staff

• Keeping Prospects Warm 

  Jun 25, 2020By Brena Nath

• Insellerate founder/CEO to speak at June’s engage.marketing summit 

  May 29, 2020By Angela de Gale

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Insellerate Content

Successful mortgage lending starts with superior customer service 

Mar 15, 2021 6:15 pmBy Maleesa Smith

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.

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