Insellerate
Insellerate is the mortgage industry’s most powerful, purpose-built CRM—created by mortgage professionals, for mortgage professionals. Designed to meet the real-world demands of today’s lenders, Insellerate empowers organizations across all lending channels—retail, wholesale, consumer direct, and servicing—to engage borrowers intelligently, close loans faster, and drive meaningful growth.
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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.
Highlights
Purpose-Built CRM + AI-Powered Engagement for Modern Mortgage Lenders
Built by Mortgage Professionals, for Mortgage Professionals
Deep industry expertise embedded into every feature—trusted by lenders across retail, wholesale, consumer direct, and servicing.
All-in-One CRM & Marketing Automation
Manage leads, automate outreach (email, SMS, direct mail, retargeting), and streamline workflows in one centralized platform.
AIthena – Your AI-Powered Call Intelligence Engine
Analyze customer interactions, deliver real-time coaching, and predict loan success with 89% accuracy.
Mobile App for Loan Officers
Equip your sales teams with on-the-go access to leads, pipelines, and follow-ups—anytime, anywhere.
Enterprise-Grade Integrations
Works seamlessly with top LOS, CRM, and marketing systems, including Salesforce, Velocify, and Encompass.
Real Results You Can Measure
9X ROI in just 90 days
38% boost in worked opportunities
21% fewer unqualified inquiries
Call coverage and sentiment analysis
Compliance & Security at the Core
SOC 2 Certified | GDPR & CCPA Compliant | Bank-grade encryption
Details
Vendor Category
Customer Relationship Management (CRM)
Pricing Model
Feature-Based Pricing
Works well with
Overview
Get More Information
Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.
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Product comparison
Insellerate
MortgageHalo
Usherpa
Overview
Insellerate is the mortgage industry’s most powerful, purpose-built CRM—created by mortgage professionals, for mortgage professionals. Designed to meet the real-world demands of today’s lenders, Insellerate empowers organizations across all lending channels—retail, wholesale, consumer direct, and servicing—to engage borrowers intelligently, close loans faster, and drive meaningful growth.
The most self-driving mortgage CRM
Where Mortgage Expertise Meets Smart Technology.
Highlights
Purpose-Built CRM + AI-Powered Engagement for Modern Mortgage Lenders
Built by Mortgage Professionals, for Mortgage Professionals
Deep industry expertise embedded into every feature—trusted by lenders across retail, wholesale, consumer direct, and servicing.
All-in-One CRM & Marketing Automation
Manage leads, automate outreach (email, SMS, direct mail, retargeting), and streamline workflows in one centralized platform.
AIthena – Your AI-Powered Call Intelligence Engine
Analyze customer interactions, deliver real-time coaching, and predict loan success with 89% accuracy.
Mobile App for Loan Officers
Equip your sales teams with on-the-go access to leads, pipelines, and follow-ups—anytime, anywhere.
Enterprise-Grade Integrations
Works seamlessly with top LOS, CRM, and marketing systems, including Salesforce, Velocify, and Encompass.
Real Results You Can Measure
9X ROI in just 90 days
38% boost in worked opportunities
21% fewer unqualified inquiries
Call coverage and sentiment analysis
Compliance & Security at the Core
SOC 2 Certified | GDPR & CCPA Compliant | Bank-grade encryption
Why Lenders Choose MortgageHalo
- Too busy to market? Done-for-you campaigns—consistent, professional, and compliant—are sent automatically on the loan officer’s behalf with responses and leads delivered to loan officers.
- Tired of missing deals? Get timely alerts when clients are back in the market—whether it’s a new listing, refinance opportunity, referral trigger, etc...
- Hard to stay in touch? Reliable, automated messages cover the full client lifecycle, from loan milestones to birthdays, surveys, and post-closing follow-up.
- Not sure what works? Proven channels—email, texts, social media, and optional print campaigns—reach clients where they respond best.
- Worried about compliance or adoption? A SaaS platform that’s SOC III compliant, with full implementation and live support.
MortgageHalo is the self-driving CRM loan officers rely on for consistent follow-up, timely opportunities, and long-term growth.
Built for Mortgage Teams – Purpose-driven solutions designed specifically for loan officers, branches, and enterprise lenders, supporting real-world workflows without unnecessary complexity.
Teams stay focused on originating loans and strengthening relationships instead of managing technology.Fast Adoption at Scale – Quick to launch and easy to use, helping teams drive consistent adoption without heavy training or disruption.
Leadership sees faster time to value while loan officers stay productive from day one.Automated, Consistent Engagement – Always-on outreach to prospects, past clients, and referral partners that supports relationship building without adding to loan officer workload.
Meaningful touchpoints happen consistently in the background while loan officers focus on high-impact conversations.Customer Intelligence & Local Credibility – Actionable customer intelligence reveals borrower behavior, engagement signals, and key life moments, guiding loan officers on who to contact, when to reach out, and why it matters.
Combined with localized market insights, every interaction feels timely, relevant, and advisor-led.Enterprise-Grade Support & Connectivity – Seamless alignment with existing systems, backed by hands-on, human support enterprises can rely on.
Teams get responsive guidance from people who understand mortgage and move at the speed of the business.
Insellerate
Customer reviews
Insellerate
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