Retain, attract, and convert more deals using Insellerate

As customer expectations and traditional advertising methods have changed, originators now have to show up everywhere around customers in order to reach them

The more successful an originator becomes, the harder it is to manage new leads and referral relationships. Insellerate offers a state-of-the-art CRM that allows originators to manage workflow and contact strategies, along with a new engagement platform that touches customers in a variety of ways during the borrower journey. Josh Friend, Insellerate founder and CEO, explains that borrowers want to return to their original lender; Insellerate wants to keep originators in front of their borrowers so that they’re more likely to do so.

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