Insellerate

05/04/2026

If your team is working leads in the order they arrive, you’re not prioritizing. You’re reacting.

And reaction creates the same outcome every time:
Best opportunities wait.
Average opportunities get overworked.
Reps burn time.
Conversion suffers.

Free Live Webinar (Zoom) | May 14, 2026 | 2:00 PM ET / 11:00 AM PT

How Top Mortgage Teams Use AI Lead Scoring to Prioritize Faster and Convert More

Josh Friend (CEO, Insellerate) and Josh W. Harmatz (EVP, Mortgage Production, GoodLeap) will break down:
- how AI lead scoring is used in real mortgage workflows
- how top teams are improving routing and follow-up precision
- what changes when you stop treating every lead the same

If you want a cleaner, more consistent follow-up strategy that puts rep effort where it actually pays off, this is for you.

Register on Zoom:

Join Josh Friend, CEO of Insellerate, and Josh W. Harmatz, EVP of Mortgage Production at GoodLeap, for a practical discussion on how AI lead scoring is helping mortgage teams improve lead management, routing, and follow-up. You will see how Aithena is being used in consumer direct and sales environm...

04/29/2026

Most mortgage teams make the same mistake every day:
They treat weak leads and strong leads with the same urgency.

But they shouldn’t.

AI lead scoring helps you quickly separate signal from noise so your loan officers can focus on the borrowers most likely to close, instead of chasing low-quality conversations.

Here’s why it matters:
• High-scoring leads convert at 13.75%
• Mid-scoring leads convert at 0.9%
• Low-scoring leads convert at 0%

That’s not a small improvement. That’s a completely different follow-up strategy.

Live Webinar: May 14, 2026
2:00 PM ET | 11:00 AM PT

How Top Mortgage Teams Use AI Lead Scoring to Prioritize Faster and Convert More

Join Josh Friend (Insellerate) and Josh W. Harmatz (GoodLeap) to see how teams are using Aithena to improve lead management, routing, and ex*****on.

Register here: https://us02web.zoom.us/webinar/register/5617764513101/WN_ZZJwbaqQTUiBnV0vRqnT_Q

# # #
Insellerate is a mortgage CRM + marketing automation platform that centralizes borrower data and automates follow-up across calls, SMS, and digital leads. Aithena is an AI solution (standalone or integrated) that delivers real-time lead scoring, coaching insights, and automated workflows. It can predict whether a loan will close on the first call with 89.4% accuracy—helping teams prioritize the right borrowers fast.

03/16/2026

ICE Experience 2026 starts today. If you’re in Las Vegas this week, come see us.

We’re running a small, hands-on AI Innovation Lab for mortgage + Encompass leaders who want to leave with something real, not just another AI talk.

You’ll walk away with:

- a live AI prototype
- a practical pilot plan
- clear next steps grounded in feasibility, risk, and ROI

Sessions are capped at 15 each.

If you want a spot, grab a time here: https://calendly.com/riula-insellerate/ice-experience-ai-lab

03/10/2026

Insellerate is heading to ICE Experience in Las Vegas and we would love to see you there.

We are hosting a small, invite-only AI Innovation Lab for mortgage and Encompass leaders. The goal is simple: walk in with real AI ideas, walk out with something you can actually use.

In one session, you can leave with:
- a working AI prototype (demoed live)
- a simple 30-day pilot plan your team can run

Seats are limited (15 per session).

If you are going to ICE and want an invite, comment "AI Lab" and we will DM you the details.

# # #
Insellerate is a mortgage CRM + marketing automation platform that centralizes borrower data and automates follow-up across calls, SMS, and digital leads. Aithena is an AI solution (standalone or integrated) that delivers real-time lead scoring, coaching insights, and automated workflows. It can predict whether a loan will close on the first call with 89.4% accuracy—helping teams prioritize the right borrowers fast.

02/28/2026

Refi activity is already picking up as rates drop.

And when the next wave hits, it won’t ramp.
It’ll snap.

If refis spike in the next 30–60 days, can you capture the surge without hiring your way into chaos?

On March 5, Rob Chrisman + Josh Friend (CEO, Insellerate) are hosting a short, tactical Refi Readiness Briefing.

In 30 minutes, you’ll get:
• The Q1 2026 signals to watch
• How to avoid the “late” trap
• How lenders are using AI to identify refi-ready borrowers before rates move
• How to scale volume without adding headcount just to survive it

March 5, 2026 | 10:00 AM PT / 1:00 PM ET

Register (Zoom): https://us02web.zoom.us/webinar/register/6817711716509/WN_6AbcQ8V6T8627pYaY1p76g

12/17/2025

We’re heading to Lead Generation World in San Diego, January 4–6.

Insellerate will be exhibiting at Booth 213-A, and our CEO Josh Friend will be speaking on Sunday about how leading marketers are improving conversion rates with smarter call intelligence and AI-driven insights.

From live call coaching and predictive lead scoring to real-time performance feedback, we’re helping teams turn more conversations into measurable revenue.

If you’re attending LGW, stop by the booth and see how Metis/Aithena is changing the way high-volume marketers optimize performance.

🎟️ Use code LGW26P for $200 off registration.

11/18/2025

The LendingTree Summit once again proved why it’s one of the most valuable events in the mortgage space. Engaging discussions, strong turnout, and actionable insights throughout.

Huge thanks to Will Adams and the entire LendingTree organization for putting on a fantastic event and including Insellerate in the experience.

11/11/2025

Happy Veterans Day. Honoring all who served. Thank you, veterans, for your courage, sacrifice, and service.

11/04/2025

Big thanks to LendingTree for hosting an incredible summit!

Our CEO Josh Friend joined a panel discussion on AI’s role in reshaping the mortgage industry, alongside our customer Scott Contreras from Ladera Lending, Inc.

It was an inspiring conversation about how lenders can use AI to improve borrower engagement, streamline operations, and deliver a truly modern lending experience.

We’re excited to keep pushing the boundaries of what’s possible with technology that puts people first.

11/04/2025

We’re excited to be at the LendingTree Summit 2025!

If you’re attending, make sure to stop by and say hello to our CEO Josh Friend and SVP of Sales, Scott Roberts.