We help lenders close more loans through a modern and innovative Customer Experience Platform
San Juan Capistrano, CA
Joined July 2015
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Most mortgage teams don’t have a lead problem.
They have a prioritization problem.
Treating weak + strong leads with the same urgency kills conversion.
Proof:
High-score leads: 13.75%
Mid: 0.9%
Low: 0%
🎥 Free live webinar (Zoom) May 14, 2pm ET / 11am PT: how top teams use AI lead scoring to prioritize faster + convert more.
Register: us02web.zoom.us/webinar/regi…
Insellerate and @LenderPrice launch integration to Insellerate mortgage recapture workflows: APR + CRM + Aithena bring pricing insights into faster borrower action.
mymortgagemindset.com/insell…
Insellerate retweeted
📣 Insellerate and Lender Price Launch Integration to Accelerate Mortgage Recapture Workflows
🔗 Read how it works: hubs.ly/Q047Ym660
Refi activity is already picking up as rates drop. When the next wave hits, it won’t ramp. It’ll snap.
If refis spike in the next 30–60 days, can you capture the surge without hiring your way into chaos?
Join the Refi Readiness Briefing (Mar 5, 10am PT) w/ Rob Chrisman + Josh Friend.
Register: us02web.zoom.us/webinar/regi…
You’re not losing leads.
You’re leaking revenue.
When refi demand spikes, speed decides who wins.
Manual follow-ups and slow response lose loans.
We’ll show how top teams execute at #MBAIMB26
Schedule time here: outlook.office.com/bookwithm…
Managing with a Blindfold
Most IMBs are flying blind.
Reviewing 1–2 calls per rep each week isn’t quality assurance. It’s guesswork.
The lenders pulling ahead in 2026 are using AI to analyze 100% of conversations and trigger coaching early.
If you’re still sampling, you’re managing noise.
IMB26
Schedule time: outlook.office.com/bookwithm…
LGW is in full swing in San Diego.
If you’re here, stop by Booth 213-A and see how Insellerate uses AI powered call intelligence to turn real conversations into smarter lead conversion and better outcomes.
#LGW2026 #LeadGenWorld #LeadGeneration #AI #Insellerate
We’re excited to be at #LeadGenerationWorld in San Diego, Jan 4–6.
Catch Insellerate at Booth 213-A and hear CEO Josh Friend share how AI-powered call intelligence is helping marketers drive smarter conversions at scale.
Live coaching, predictive scoring, real-time insights. Built for performance-driven teams.
🎟️ $200 off with code LGW26P
#LGW2026 #MarketingAI
The @LendingTree Summit once again proved why it’s one of the most valuable events in the mortgage space. Engaging discussions, strong turnout, and actionable insights throughout.
Huge thanks to Will Adams and the entire LendingTree organization for putting on a fantastic event and including Insellerate in the experience.
#LendingTreeSummit
Happy Veterans Day. Honoring all who served. Thank you, veterans, for your courage, sacrifice, and service.
#VeteransDay
Big thanks to @LendingTree for hosting an incredible summit!
Our CEO Josh Friend joined a panel discussion on AI’s role in reshaping the mortgage industry, alongside our customer Scott Contreras from @laderalending1.
It was an inspiring conversation about how lenders can use AI to improve borrower engagement, streamline operations, and deliver a truly modern lending experience.
We’re excited to keep pushing the boundaries of what’s possible with technology that puts people first.
#LendingTreeSummit #MortgageAI #Innovation #Insellerate #LendingTechnology #Ai
Had a great onsite visit with our valued client, @fembiloans in Miami.
We truly value our partnership and appreciate their continued trust in Insellerate as we work together to drive growth and innovation in mortgage lending.
#Insellerate #MortgageLending #FEMBIMortgage
Insellerate retweeted
Ever feel like one brain just isn’t enough?
🚀 Enter: AI swarms!
In this video, we dive into why you need more than one AI agent to get the job done—think of it as the Avengers for algorithms.
We’re unpacking agentic AI—and it’s not just buzz. It’s real. It’s actionable. If you’re ready to turn your AI ambitions into a “reality squad,” you know what to do.
🎥 Watch now → lnkd.in/ec7DtSia
#AISwarms #AgenticAI #ArtificialIntelligence #TechHumor #Innovation
@Insellerate
** New AI Integration by Insellerate **
The industry-first integration, powered by ChatGPT, introduces advanced features within the existing email editor, empowering users with effortless content creation, expert-level tone adjustments & more
swiy.co/DSQb
#ChatGPT
Unleash your #marketingpotential today with Insellerate Content Library!
Find out more: swiy.co/DSQb
#insellerate #mortgagecrm #wholesaletpo
ALT insellerate content library
With a few simple clicks, you can empower your loan officers & marketing team to send out their mind-blowing marketing content effortlessly.
Brace yourself for the immense power & potential that awaits you!
Demo: swiy.co/DSQb
#insellerate #mortgagecrm #wholesaletpo
ALT insellerate content library
Surviving in today's challenging mortgage market.
Ask yourself this question each day. 'What is one action I can take today that will positively impact my life '
Picture a world where all your stuff—emails, social media posts, flyers—is right there, nicely arranged in a single Content Library
Unleash the Power of Constant Innovation!
Link: swiy.co/DSQb
#insellerate #mortgagecrm #wholesaletpo
ALT insellerate innovation