Wholesale Lenders Benefit From Insellerate’s New TPO Solution

Mortgage News March 13, 2023

Insellerate, a provider of CRM and marketing automation solutions for mortgage lenders, announced during ICE Experience on Monday the release of a new solution for wholesale lenders called Insellerate TPO (third-party origination).

According to Insellerate, their newly launched solution for wholesale lenders, Insellerate TPO, will offer account executive workflows, pipeline management, marketing content, and other services at both the company and individual broker levels. Account executives can also access the solution via mobile devices, send marketing content to engage TPO brokers, and improve communication across channels. These features are made possible through APIs that connect to a lender’s tech stack and enable account executives to work on their files remotely.

Insellerate developed Insellerate TPO as a response to the constantly changing mortgage market that is currently struggling with rising interest rates and low inventory. Wholesale lenders and their TPO partners are actively seeking strategic solutions that streamline workflows, improve pipeline management and tracking, and foster consistent engagement, according to the company. Insellerate TPO is fully integrated with loan origination systems such as Encompass and MeridianLink and caters to all lending channels, including retail, wholesale, TPO, consumer direct, and reverse.

Insellerate is a HousingWire 2022 Tech100 company that offers a Customer Experience Platform to lenders and servicers. The platform provides a variety of services such as lead management, sales enablement, CRM, engagement automation, a mortgage content library, data intelligence, and campaigns. Some of the specific solutions offered by Insellerate include lead management and distribution, inbound call routing, and access to loan information.

Over the past two years, Insellerate has experienced a monthly application volume growth of 1,000%. In October of last year, Mortgage Coach partnered with Insellerate to simplify the sales process for loan officers by enabling them to create and personalize total cost analysis loan presentations using the customer relationship management and lead management dashboard’s contact data offered by Insellerate.

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