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Insellerate, a developer of true mortgage CRM (customer relationship management) software, announced its continued plans for growth with the addition of Daniel Kimm as Director of Sales and Jaime Lee as Director of Marketing.
Insellerate saw rapid growth during 2017 as the total number of users increased by 400 percent. With demand for Insellerate showing no signs of slowing, Kimm and Lee will help support the company’s next phase of growth.
Both join Insellerate from Velocify, a management and sales acceleration platform recently acquired by Ellie Mae. Kimm brings more than 15 years’ experience as an executive and sales leader in rapid-growth technology companies, including LowerMyBills.com, LeadPoint, and Oversee.net. Lee has extensive experience building marketing strategies from the ground up at startups as well as enterprise organizations, including VMware, Inc., a subsidiary of Dell Technologies.
“The mortgage sales process is dynamic and complex. The loan officer-borrower relationship is unlike any other and because of this, general CRM systems are inadequate, and simple marketing automation platforms are not enough” said Insellerate CEO and Founder Josh Friend. “Mortgage professionals are looking for ways to effectively manage their relationships with both borrowers and referral partners alike so that they can not only close more loans faster, but generate repeat business. That’s why we’ve built a mortgage-centric CRM.”
The Insellerate platform was built by mortgage professionals who understand the needs of a highly regulated industry. The innovative solution supports the compliance requirements of banks as well as top financial institutions, while effectively managing the end-to-end loan process. Designed to support multiple touchpoints with borrowers and referral partners, Insellerate accelerates the sales process and creates an optimal customer experience that generates repeat business.
