How AI & CRM Innovation Are Helping Lenders Close More Loans | Josh Friend of Insellerate

Episode notes

Welcome to a game-changing episode of the FinTech Hunting Podcast! Host Michael Hammond sits down with AI pioneer and borrower engagement expert Josh Friend, Founder & CEO of Insellerate , to unpack the explosive growth of their AI-powered Athena platform and the CRM that’s transforming how mortgage lenders operate. Key Highlights from this episode: 13 new enterprise clients signed in H1 2025 - how Insellerate is scaling fast Inside Athena: How reviewing over 700,000+ calls is driving loan conversion AI with a Purpose: Predictive lead scoring that slashes wasted effort and boosts ROI CRM That Works for You: Why 12 of 13 enterprise clients chose Insellerate’s CRM, not just the AI Specialized AI, not general-purpose tools - built for mortgage pros by mortgage pros Operational Efficiency & Scalability: Eliminate wasted hours and improve outcomes CRM Agnostic but Powerful Enough to Convert: From Salesforce to proprietary systems Whether you're a retail lender, consumer direct, or wholesale - this episode is a must-listen for understanding how intelligent automation is leveling the playing field in financial services. Quote of the Episode: "We're not just giving you a tool.

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