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CRM & Lead GenExpert AnalysisJan./Feb. 2024 Issue

Unlocking Mortgage Success: The Power Of Modern CRM Technology

February 28, 2024 Josh Friend

By Josh Friend, CEO at Insellerate

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CRM & Lead GenIn The News

Insellerate Unveils New User Interface Based On Feedback From 250 Loan Officers

February 6, 2024 PROGRESS In Lending

Insellerate, a provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lending and real estate industries, has launched its new User Interface (UI) for the award-winning CRM & Engagement platform.

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CRM & Lead GenIn The News

Competitive Market Spurs Wholesale Lender To Use CRM To Boost Outbound Sales

January 3, 2024 PROGRESS In Lending

BluePoint Mortgage, a wholesale mortgage lender based in Southern California turned to OptifiNow to manage its outbound sales process and empower its account executives to proactively engage with brokers.

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CRM & Lead GenExpert AnalysisSept./Oct. 2023 Issue

Accelerating Innovation: Paving The Path To Future Success

October 25, 2023 Josh Friend

By Josh Friend, CEO at Insellerate

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CRM & Lead GenExpert AnalysisSept./Oct. 2023 Edition

The Power Of Modern CRMs In Banking For Comprehensive Customer Engagement

October 25, 2023 Josh Friend

By Josh Friend, CEO at Insellerate

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CRM & Lead GenExpert AnalysisJuly/August 2023 Issue

Unlocking Success: The Synergy Of Lead Management And Marketing Automation

August 30, 2023 Josh Friend

By Josh Friend, CEO at Insellerate

Read More
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Featured Solutions

Expert Analysis

Ensuring Fairness And Accountability With Explainable AI

By Ruth Lee, CMB, Founder and CEO at Big Think

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The Downturn Brings The Possibility To Consolidate And Simplify

By Pedro Garcia, Chief Executive Officer at Mortgage Cadence

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AI-Powered Quality Assurance & Compliance

By Josh Friend, Founder & CEO at Insellerate

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Mortgage Banking Executives Remain Paralyzed

By Keith Kemph, President and CEO at BlackFin Group

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Read More Expert Analysis HERE


Weekly Data Snapshot

Purchase & Refinance Pull-Through Rates

SOURCE: Optimal Blue

About Us

PROGRESS in Lending

PROGRESS In Lending Association was formed to help lending executives grow their business by boiling down the latest news and trends into sound strategies. This company is run by industry veterans that have come together to make a positive difference for our readers. Check out our Executive Team HERE.

 

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Latest Articles

  • The 2025 Most Powerful Women In Fintech Award Winners Are …
  • STRATMOR’s Garth Graham Urges Lenders To Get Ahead Of Market Shift
  • Click n’ Close Appoints Mortgage Wholesale Vet Tony Catanese As Regional Sales Manager

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2024 Media Kit

If you want to get ahead in the mortgage industry you must extend your digital reach. Find out how HERE.