In The News

Insellerate Expands Leadership Team

Insellerate, a mortgage CRM & Engagement Platform which helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, welcomes two executives to its growing leadership team— Dan Zuch and Scott Roberts. Zuch and Roberts will  lead their growth and sales initiatives. 

This announcement follows significant growth and adoption of Insellerate’s award-winning CRM & Engagement platform.  Insellerate will continue to add to its sales staff to keep up with demand, they added 20 new lenders in 2019 and in 2020 have already added 14 new lenders.  This is due to the successful launch of their engagement platform in 2019 and the continued development and refinement of their CRM and lead management system. 

“We’re excited to add these two highly skilled leaders to our executive team to continue our rapid growth, drive customer engagement, and to enhance our innovative brand in the marketplace,” said Josh Friend, CEO of Insellerate. “Dan and Scott’s backgrounds share a common passion for focusing on delivering true differentiation and value to our customers.”

Meet the new Insellerate leadership team members:

  • Dan Zuch, Chief Revenue Officer-  Dan provides in-depth experience and expertise in creating high performing sales engines.  Over his career, he has helped multiple companies grow from early stages to high growth trajectories, including clients such as Total Expert and Vantage Production.  His background includes senior-level positions with responsibility for global revenue and profit growth. He is adept at directing all aspects of the sales effort as well as participating in numerous other strategic initiatives and cross-functional aspects of the business. His approach is process-driven with an “engine” methodology that maximizes the odds for success.
  • Scott Roberts, Senior Vice President of Sales–  Scott’s insight and knowledge, acquired over 20 years of Mortgage experience, has resulted in him playing a pivotal role in Insellerate’s growth and brand awareness since its inception. Over the past five years, he has helped Insellerate clients attain consistently higher conversation rates than the national average.

“Please help me in welcoming Dan to the Insellerate family and in congratulating Scott on his promotion,” stated Josh Friend. Built by mortgage professionals, the Insellerate platform has full CRM & Engagement functionality with built-in lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail, chatbots, and customer monitoring, where-ever and whenever they need to.