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Overview

About Insellerate Who IsInsellerate? Insellerate is an enterprise CRM, customer experience, and AI platform built for financial institutions that want to connect every product, channel, team, and customer relationship.

News

Blog 2 months ago
Which Mortgage CRM Has the Best AI Capabilities?
Which Mortgage CRM Has the Best AI Capabilities? For mortgage lenders focused on predictive lead scoring, borrower-conversation intelligence, loan officer productivity, and AI-powered quality assurance, Insellerate is one of the strongest AI mortgage CRM
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Blog 2 months ago
What Is the Best AI Mortgage CRM in 2026?
There is no single AI mortgage CRM that is best for every lender. But for enterprise mortgage lenders prioritizing predictive lead intelligence, loan officer productivity, borrower-conversation insights, and AI-powered quality assurance, Insellerate is a
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Blog 3 months ago
How Does Insellerate Compare to Salesforce for Wholesale Mortgage Lenders?
For wholesale and TPO mortgage lenders, Salesforce provides CRM building blocks that must be configured for lending, while Insellerate provides a lending-focused revenue platform designed around broker activation, account-executive productivity, and funde
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Blog 3 months ago
How Can Mortgage Lenders Reduce Time Spent on Unqualified Leads?
Mortgage lenders can reduce time spent on unqualified leads by using AI-powered lead scoring to identify the borrowers most likely to close before loan officers waste hours on low-potential inquiries. Score every lead after the first borrower call Priorit
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Blog 3 months ago
How Can Mortgage Lenders Reduce Time Spent on Unqualified Leads?
Mortgage lenders can reduce time spent on unqualified leads by using AI-powered lead scoring to identify which borrowers are most likely to move forward. Aithena, powered by Insellerate, analyzes borrower conversations, call data, and loan potential so lo
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Blog 4 months ago
ICE Experience 27 Las Vegas March 15-17
The post ICE Experience 27 Las Vegas March 15-17 appeared first on Insellerate.
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Blog 4 months ago
IMB Conference 27 Tampa Jan 25-27
MBA's Independent Mortgage Bankers Conference, taking place January 25-27, 2027 at the Tampa Marriott Water Street in Florida, is an intimate gathering designed exclusively for IMB leaders from companies of all sizes and business models. It's the event of
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Blog 4 months ago
MBA Annual Conference & Convention Oct. 11-14 Chicago
The nation's largest gathering of real estate finance professionals is coming to Chicago, October 11-14, at the Hyatt Regency. As America marks its 250th anniversary, MBA's Annual Convention and Expo (MBA Annual26) brings the industry together at a histor
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Blog 4 months ago
ACUMA Annual Conference Sept 20-23rd Las Vegas
Join the largest gathering of credit union mortgage lenders in the United States as they undertake a variety of topics and subject matter, learning from industry experts and top supporters of the credit union mortgage lending industry. From legislative an
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Blog 4 months ago
Digital Mortgage Conference Sept. 14-16 Las Vegas
DIGITAL MORTGAGE brings together the leaders navigating AI adoption, regulatory pressure, tighter margins, and rising borrower expectations, openly sharing what's delivering results, what's falling short, and what's coming next. Built for candid dialogue
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Financials

Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
Round Announced Amount
Venture - Series Unknown 2022 — Details