Mortgage Coach, a mortgage platform that enables lenders to educate borrowers with home loan presentations, announced that its platform will be integrated with Insellerate, a customer relationship management (CRM) platform.

The integration streamlines the sales process by enabling loan officers to generate and customize total cost analysis loan presentations with contact data directly from the Insellerate customer relationship management and lead management dashboard, Mortgage Coach said. 

Insellerate’s platform, which has a built-in lead management and automated marketing, enables lenders to improve both the borrower and loan officer experience by leveraging tools such as phone, text messaging, email, direct details ⇒

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