Path Software Announces Integration with Insellerate

DALLAS, June 14, 2023 – Path Software, the industry’s most modern and flexible mortgage loan origination system, announced today that it is integrated with Insellerate, a leading provider of modern CRM and marketing automation solutions to the mortgage lending and real estate industries.

Insellerate is a highly scalable, configurable, modern CRM platform that accelerates sales and generates repeat business for lenders. Through the integration, Path users can access Insellerate’s platform of full CRM functionality with built-in lead management and automated marketing featuring an innovative new content library and Agent connect, which delivers a Realtor marketing hub, MLS integration, dynamic Co-Branded open house flyers, and single property landing pages. Lenders can improve the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, text messaging, email, direct mail, and customer monitoring.

Society Mortgage, a Florida-based lender, is one of the first lenders using the integration. “Through the integration, Society has been able to monitor and track the entire lifespan of leads which has allowed us to obtain more accurate marketing reports,” said Chad Turner, President of Society Mortgage.

Path is an innovative, cloud-based solution designed to simplify the loan process while still providing lenders the controls and flexibility they need to run their business. Path is completely configurable to the lenders’ specific needs, including workflows, roles, organizational structure and compliance controls. This data-driven platform is device independent and can be conveniently accessed from any web-connected device. Path also includes a compliance management platform, Path Agile Compliance™, that provides proactive, automated compliance alerts, audit trails and parallel compliance workflows. 

“We are excited to partner with Path Software to provide award-winning CRM & marketing automation to their customers; our combined solution delivers a truly unique lender and borrower experience,” stated Josh Friend, CEO & Founder of Insellerate.

“Path is dedicated Calyx is dedicated to providing our users with best-in-class technology to help them remain competitive and achieve greater success,” said Joy Ziminskas, Director of Business Development. “Our integration with Insellerate’s industry-leading CRM solutions will make it easier and more efficient for Path users to market their services to potential borrowers and even recruit top talent.”

About Path Software
Path Software is the industry’s most modern and flexible mortgage loan origination system, delivering a fully digital, secure, and compliant workflow that is highly configurable and simultaneously accommodates retail, wholesale, correspondent, and TPO channels. Path is cloud-based, scalable, and device-independent, allowing loans to move seamlessly across departments with real-time updates and analytics to improve employee productivity. Its built-in point-of-sale component allows loan officers to capture borrower information that is directly integrated into the Path platform and conveniently accessible via their personalized URL and branded landing page. For more information visit pathsoftware.com.   

About Insellerate

Insellerate helps loan officers and account executives close more loans with our award-winning modern CRM, Lead Management, and Engagement platform, which handles all your lending channels, retail, wholesale, TPO, Consumer Direct, and Reverse.   Our advanced APIs allow seamless connectivity to your tech stack, and our native mobile application enables loan officers to work on their files from anywhere at any time, resulting in higher lead conversion rates, lower origination costs, and more closed loans. For more information, visit www.insellerate.com. Or Contact us at 855-973-1646.

Insellerate Media Contact

Michael Hammond JD, CMT

NexLevel Advisors LLC

734-775-4879

mhammond@nexleveladvisors.com