MonitorBase and Insellerate Announce Partnership

MonitorBase, a leading data and analytics platform that specializes in direct-to-consumer marketing for banks and mortgage companies announced it has partnered with Insellerate, the true mortgage CRM, helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in lead and contact strategy management. The partnership will be used to expand services for new and existing clients.

Since 2007, MonitorBase has been providing mortgage companies with solutions that utilize prescreened credit information, and other behavioral data attributes to determine when consumers are most likely to be in the market to purchase or refinance a home. With strong knowledge and experience in the mortgage industry, the company continues to drive innovation and effectiveness for lenders when it comes to client retention and compliance-minded marketing solutions.

“Engagement is the key to building relationships with new and existing borrowers,” shared Josh Friend, Insellerate CEO. “Our partnership with MonitorBase gives our clients wider access to borrower intelligence solutions that help lenders identify and engage even faster with borrowers.”

“We’re very excited to partner with Insellerate,” said Louis Zitting, MonitorBase CEO.” “Our two companies bring together several years of experience in both lending and technology. This combined experience will provide clients with best-of-breed technology and marketing solutions that drive growth. We both seek to provide deeper engagement for loan officers and borrowers while providing mortgage companies with deeper tools to help them drive more business.”

About MonitorBase

MonitorBase is a leading provider of direct-marketing and client-retention solutions for the mortgage banking industry. The company has developed a marketing and compliance solution that utilizes prescreened credit information, and other behavioral data attributes to determine when consumers are most likely to be in the market to purchase or refinance a home. With strong knowledge and experience in the mortgage industry, the company continues to drive innovation and effectiveness when it comes to compliance-minded marketing solutions. For more information, visit www.monitorbase.com or call 888-795-6575.

About Insellerate
Insellerate, the true mortgage CRM, helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in lead and contact strategy management. Lenders are able to improve both the borrower and loan officer experience with automated, multi-channel marketing and communication by leveraging tools such as phone, SMS text messaging, email, direct mail, chatbots, and customer monitoring. Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. SOC 2 and SSAE 18 certified, Insellerate is built to satisfy the most closely regulated businesses, including banks with mortgage subsidiaries. For more information, visit www.insellerate.com.

Source: MonitorBase


Categories: Mortgages and Loans, Banking, Finance, Insurance

Tags: Banking, Credit, CRM, Insellerate, Lending, MonitorBase, Mortgage, PaaS, SaaS