Insellerate’s Innovative New Solution, AgentConnect, Helps Retail Loan Officers Close Loans

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NEWPORT BEACH, Calif., June 28, 2022 (GLOBE NEWSWIRE) — Insellerate, a leading provider of customer relationship management (CRM) and marketing automation solutions for the mortgage and real estate industries, today announced the launch of its new AgentConnect solution. This powerful solution takes co-branded marketing to a new level to increase collaboration and transform partner relationships through innovative automation and dynamic content.

In today’s ever-changing mortgage market with rising rates, low inventory, increased competition and lower origination volumes, retail lenders are looking for strategic solutions to increase purchase volumes by improving relationships with real estate agents and other industry partners.

For years, Insellerate has offered its robust solutions to help direct-to-consumer lenders drive demand and close more loans. Insellerate has worked passionately behind the scenes to deliver this award-winning technology to help retail leaders do the same in today’s challenging shopping market. It officially launched AgentConnect, where thousands of retail loan officers are now closing more loans through the Insellerate platform powered by AgentConnect.

AgentConnect takes co-branded marketing to a new level by automatically delivering dynamic open house flyers, real estate websites and landing pages instantly via real-time MLS data, which is automatically generated and displayed in a compliant manner , including loan officer-specific loan and pricing options. . AgentConnect fosters dynamic partner relationships through innovative campaigns that drive results while providing full transparency throughout the buyer/borrower journey. Work with partners like never before by taking the guesswork out of manually creating flyers, struggling to find content and images, and worrying about including compliance requirements.

It’s never been easier to add value to your partners while generating new purchasing business with Insellerate’s AgentConnect.

Insellerate’s award-winning platform, powered by AgentConnect, enables loan officers to engage more effectively, resulting in higher lead conversion rates, lower origination costs, and more loans closed. Insellerate is the first of any industry to offer a complete modern CRM, lead management and engagement platform via a dynamic mobile app. This allows access to critical loan information without using a computer or logging into a Lending System (LOS), dramatically improving borrower retention and conversion rates. Now, with AgentConnect and Insellerate’s industry-leading mobile app, they can provide the most comprehensive package for retail loan officers.


About Insellerate

Insellerate helps lenders close more loans through better borrower engagement. The mortgage industry’s most innovative marketing and sales engagement platform, we deliver dynamic technology, strategy and content for every channel in your business to drive engagement throughout the borrower journey. Insellerate integrates with the software that powers your business today and into the future. Insellerate is a highly scalable, configurable and modern platform that accelerates sales and generates recurring business. SOC 2 and SSAE 18 certified, Insellerate is designed to satisfy the most regulated businesses, including banks with mortgage subsidiaries. For more information, visit Or contact us at 855-973-1646.

Insellerate media contact

Michael Hammond, JD, CMT

NexLevel Advisors LLC

Media contact for


[email protected]

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Source: Insellerate

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