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.
