CRM & Lead Gen

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.

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.