AI-Powered Innovation Drives Rapid Adoption And Measurable ROI

Insellerate has had huge growth in the first half of 2025 with 13 new enterprise clients leveraging its AI-powered Aithena platform. This milestone underscores the increasing urgency across the mortgage industry to embrace AI for more innovative lending, improved outreach, and accelerated borrower engagement.

New clients adopting Aithena in 2025 include:
CrossCountry Mortgage, Ladder Loans (FPH Capital Partners), Success Mortgage Partners, Revolution Mortgage, LightWorkers Home Loans, Credit Human Federal Credit Union, Wilson Bank & Trust, Veritas Funding, FlexPoint, The HELOC Company, Servbank, SmartBank, and Lit Financial Corporation.

In addition to adopting Aithena, 12 of these 13 new clients also leverage Insellerate’s enterprise CRM platform to support their retail, wholesale, and consumer direct lending strategies, underscoring the combined power of Insellerate’s AI and CRM solutions.

“The question isn’t whether AI can make a difference—it’s how fast lenders can deploy it with proven data sets and insights,” said Josh Friend, Founder and CEO of Insellerate. “Aithena was built to deliver real ROI from day one, and our growing client roster proves that our AI isn’t just a trend—it’s a transformative advantage.”

Aithena Is Delivering Real Results

Insellerate’s Aithena platform is powered by a proprietary AI model that has analyzed over 600,000 unique customer inquiries across 18 months of data. The model currently reviews over 60,000 new customer inquiries every month, growing steadily as it continues to learn, optimize, and drive results at scale.

Lenders implementing Aithena have reported game-changing performance improvements:

• 9X ROI in the first 90 days from AI-driven lead scoring and workflow optimization
• 89.4% accuracy in predicting loan closures based on first-call intelligence

Why Lenders Choose Aithena

Aithena is a standalone, CRM-agnostic platform engineered specifically for the financial services sector. Its capabilities include:

• 100% call and interaction analysis at scale
• Real-time borrower coaching and lead scoring to prioritize high-value opportunities
• Data-driven agent training for consistent and personalized performance improvement

Its scalable, proven, secure, and API-first architecture empowers organizations to adapt rapidly and compete effectively in a tightening and tech-driven market.

The AI Shift Has Arrived

What was once a forward-looking investment is now a competitive necessity. Lenders are no longer experimenting—they’re executing. Aithena is at the forefront of this shift, helping financial institutions move from reactive to proactive with AI that learns, coaches, and performs alongside their teams.

“AI is like a high-energy intern that never sleeps,” added Friend. “It doesn’t just automate—it analyzes, predicts, and guides. That’s how Aithena gives lenders a decisive edge in today’s mortgage environment.”