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

28/05/2025 18 min

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

Episode Synopsis

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 fastInside Athena: How reviewing over 700,000+ calls is driving loan conversionAI with a Purpose: Predictive lead scoring that slashes wasted effort and boosts ROICRM That Works for You: Why 12 of 13 enterprise clients chose Insellerate’s CRM, not just the AISpecialized AI, not general-purpose tools—built for mortgage pros by mortgage prosOperational Efficiency & Scalability: Eliminate wasted hours and improve outcomesCRM Agnostic but Powerful Enough to Convert: From Salesforce to proprietary systemsWhether 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. We're operationalizing AI so you can close more loans—faster, smarter, and at scale." – Josh FriendLearn more about Insellerate & book a demo: https://insellerate.comContact the team directly: [email protected] for exclusive insights from fintech innovators, AI disruptors, and lending leaders.If this episode brought you value, leave a comment and share how your team is leveraging AI to drive results.

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