In today’s Hot Topic we’re excited to have Josh Friend, Founder and CEO of Insellerate on the podcast to discuss the current state of the mortgage industry and why customer experience is the next major competitive advantage for lenders.
Want to know more aboutJosh Friend?
Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days of working at a mortgage company, to rising the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has trained 1,000’s of loan officers that are directly affecting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life.
In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published many times in leading real estate finance publications such as Housing Wire, Tomorrow’s Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today’s Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.
Want to know more about Insellerate??
Want to find out how to Create Customers For Life??
Insellerate helps Lenders close more loans through better borrower engagement.
They are the true mortgage CRM, that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management.
Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in lead management and automated marketing. Lenders can improve both the borrower’s and loan officer’s experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail, chat bots, and customer monitoring.
Insellerate is a highly scalable, configurable, and modern platform speeds up the sales process and generates repeat business. SOC 2 and SSAE 18 certified, Insellerate is built to satisfy the most closely regulated businesses, including banks with mortgage subsidiaries.