Podcast appearances and mentions of josh friend

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: info@insellerate.comSubscribe 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.

This week's podcast is sponsored by Truv. Truv lets applicants verify income, employment, assets, insurance, and switch direct deposits. Unlock the power of open finance, with Truv. To learn more about the AI mentioned on today's episode, visit Insellerate.

For this week's episode of the Lending Leaders podcast, Jim Paolino interviews Josh Friend, the CEO and Founder of InSellerate, a powerful marketing automation platform for lenders. Together they discuss missed opportunities and how to avoid them.

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Josh Friend, CEO, Insellerate 1:49 - Josh, you've been a guest on Connect before, welcome back! We're kicking off a new year – what's your overall take on the residential mortgage market for 2024? 2:46 - I have heard you give a fascinating presentation on artificial intelligence. What should lenders be thinking about this year regarding AI? 5:08 - Tell us what's in store for Insellerate in 2024 7:20 - Being a leader during hot markets is much different than challenging markets, like we're emerging from today. What are some of the leadership values that can help companies navigate the tough times? 8:52 - We were fortunate to have Tristan Friend in our Future Leaders Program in 2023, thank you for supporting that program. What was his/your impression of that experience? 10:31 - Josh, Insellerate has been a member for years, a President's Council sponsor for many years also, and we're just so grateful for your overall support. Can you share with us why you choose to support our organization? To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

In this enlightening episode, we sit down with Josh Friend, the visionary CEO of Insellerate, who has successfully navigated the challenging waters of direct-to-consumer marketing with an impressive $30 million investment. Josh brings a wealth of experience and unique insights into the world of consumer direct mortgage marketing.We explore the importance of understanding the consumer psyche and how to effectively leverage digital platforms to maximize reach, engagement and conversion.Learn More About Insellerate Connect with Josh on LinkedIn Learn More About myAgent Classes

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Josh Friend, CEO & Founder, Insellerate Topics of Discussion: 1:24 - Josh, welcome back to Connect! The MBA Annual Convention is this week in Philadelphia – what are you most excited about experiencing while you're there? 2:31 - You recently presented to our Executive Forum on the topic of Artificial Intelligence and you pretty much blew everyone's mind! What are the top things lenders should be paying attention to in this area? 5:14 - This is definitely a market where LOs are competing for business and looking for ways to stand out to borrowers. How is Insellerate making it easy for originators to gain market share? 9:37 - Josh, you're an incredible entrepreneur, and I thank you for having your son in our Future Leaders Program this year! What advice would you give to a young mortgage professional just starting out? 13:22 - Insellerate has been a President's Council sponsor for the California MBA for several years and we're extremely grateful for that support. Thank you for being a guest on Connect! To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

Welcome back to the FinTech Hunting Podcast! Our guest today is a true industry luminary, Josh Friend, CEO and founder of Insellerate. Josh is known for his visionary leadership, having won the Vanguard award and being one of the most connected figures in the mortgage industry. Join us as we dive into the latest trends and innovations that mortgage professionals can't afford to miss. In this episode, we explore: The importance of efficiency in reducing origination costs and increasing profitability. The power of innovation in streamlining operations and staying competitive. Insellerate's commitment to providing practical solutions for lenders, big and small. Exciting updates coming to the platform, including a new user interface and the game-changing "Golden Record" feature. The enduring strength of the mortgage industry and the opportunities it presents for those who adapt and innovate. Stay tuned as we unpack the future of mortgage technology and how you can leverage it for success. Whether you're a seasoned executive or a loan officer looking to level up, this episode is your gateway to staying at the forefront of the industry. Don't miss it! For more information and to connect with Josh and the Insellerate team, visit insellerate.com.com or reach out on LinkedIn. Stay tuned for the upcoming MBA Annual event, where you can meet the Insellerate team in person and explore their latest innovations. Thank you for joining us on this exciting journey through the world of fintech and mortgage innovation. If you enjoy the podcast, please like, share, and subscribe.  

This week, Josh Friend and Insellerate are joining us on Connect to reveal their expert perspectives on the industry and market trends. Tune in to gain valuable insights and stay ahead of the curve!

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Josh Friend, CEO/Founder, Insellerate. Topics of Discussion: 1:51 - Let's do a mid-year check in – how do you see the market right now? 4:43 - I see your posts on tips on how sometimes little things that people can do to stay motivated through tough times. Do you get a lot of feedback on those? 5:32 - This is definitely a market where LOs are competing for business and looking for ways to stand out to borrowers. How is Insellerate making it easy for originators to gain market share? 7:54 - Josh, I recently saw your post about Chat GPT and I believe you're hosting a webinar on this subject tomorrow. Can you give us a little preview of what you'll share. 10:50 - You've not only been a mortgage banker but you also had experience working in politics – I think you and I clicked on that from the first time we met! Of course advocacy is the cornerstone of the California MBA. Can you share with our listeners why its important for everyone in the industry to advocacy efforts at both the state and federal levels? To register for the Chat GPT webinar Josh and Susan mentioned details are below: Date: August 22nd, 11:00 AM PST - Register NOW: https://lnkd.in/g32Rdv9N To learn more about the Mortgage Action Alliance, visit: https://www.mba.org/advocacy-and-policy/mortgage-action-alliance-maa To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

This week, Insellerate is taking the Connect podcast by storm! Tune in to hear Josh Friend, Founder and CEO of Insellerate, and Jon Irvine, Chief Production Officer at Change Home Mortgage, discuss the hottest topics in the mortgage industry, the current market conditions, and so much more. Don't miss out on this great opportunity to get the inside scoop on the industry. https://insellerate.com/

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  Our next guest is a repeat guest with some of the most listened-to Fintech Hunting episodes.  He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert, please help me welcome Josh Friend, Founder & CEO at Insellerate.

Last week, Susan had the incredible opportunity to sit down with Insellerate's CEO/Founder, Josh Friend, LIVE at the ICE Experience 2023. Hear what Josh has to say about the exciting updates Insellerate is providing its clients, as well as his invaluable insights on how to make the most of the current market – don't miss out! To learn more about the California MBA, visit cmba.com

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert, please help me welcome Josh Friend, Founder & CEO at Insellerate.

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our podcast sponsor, Insellerate, TAKES OVER episode 121. Watch or listen to Josh Friend - CEO, Insellerate and Jon Irvine - Chief Production Officer, Change Home Mortgage. Topics of Discussion: - What are some of the unique products in today's market? - What can loan officers do to be successful in this market? - Providing homeownership opportunities to the underserved market Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert; please help me welcome Josh Friend, Founder & CEO at Insellerate.

In this episode, Jonny and Mike are joined by Josh Friend, CEO of Insellerate. Josh talks to us about what inspired him to build a CRM specifically for the mortgage industry, what challenges CRMs are able to solve, and why he continues to make sure that Insellerate is one of the most API connectable CRMs available for mortgage.

Thanks to MCT's Hedge Advisory. As the industry leader in pull-through analytics and best execution with the highest staff-to-client ratio, lenders of every size trust MCT to manage risk and optimize profitability in their mortgage loan pipeline management.

The game is changing...are you just going through the motions or are you playing to WIN!? I'm joined by Josh Friend of InSellerate and we're discussing how critical it is to have partners that are contributing to your team's success! Come #SHRED with us! #mortgage #insellerate #homebuying #realestate #fintech

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert please help me welcome Josh Friend Founder & CEO at Insellerate.

I'm joined by Josh Friend of InSellerate and we're discussing how tech is a crucial piece of every companies success, but creating the right foundation to build upon is even more important for long term DOMINATION! Come #SHRED with us. #mortgage #tech #fintech #realestate #insellerate

Markets are shifting and many people are experiencing FEAR in the mortgage industry! How do you adapt to an evolving market and create new opportunities? I'm joined by Josh Friend and Nick Rutherford discussing how to adapt, overcome and DOMINATE in this type of market. Come #SHRED with us! #mortgage #realestate #tech #homebuying

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our amazing sponsor Insellerate is TAKING OVER our 100th episode. Listen or watch today as mortgage industry experts Josh Friend and Rob Chrisman talk about: 1:58 - Rob's thoughts on interest rates for the remainder of 2022? 5:15 - How are rates going to impact housing prices? 8:59 - What's in store for Non-QM lending in 2022? 12:52 - Are lenders readdressing their technology needs? 15:24 - How are lenders addressing the rising cost of loan production? Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

At the ICE Experience 2022, we had the chance to sit down with the incredible Josh Friend! We talk about how you can implement the technology available and how that can make a huge difference for your business.Understanding the importance of technology and automation will allow you to continue to grow your business!

The Josh's are at it again and we're discussing how CRM's are evolving, and what you should be looking for when adopting new technology into your tech stack! Please, come and SHRED with us! #tech #mortgage #fintech #techstack

I'm joined by Josh Friend, CEO of InSellerate, and we're sharing What Innovation Looks Like! Tech is great, but incredible leaders and innovators are leading the way into the future of our industry. Come #SHRED with us to find out how! 

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Insellerate's own Josh Friend takes over this week's podcast with a conversation with Jon Irvine, Chief Production Officer at Change Home Mortgage. Topics of discussion: 1:41 - What's your background and tell us about Change Lending? 12:21 - What is CDFI and what does it do? 16:02 - How are you educating and reaching out to these underserved communities? 24:16 - How many loans a month would you close in the purchase call center? How did you achieve those results? Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss ground breaking mortgage industry research, FREE Webinar to receive research reports, understanding lead sources, importance of contact strategies, lead management, the power of data and so much more with the amazing Josh Friend, CEO Insellerate. Register here to receive FREE Research Reports https://us02web.zoom.us/webinar/register/WN_dSONPauGRoKkv048w1ci5w Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life. In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.

Declan and Noah are joined by their second-ever guest - Noah's very own father, who has brought to the show Joel and Ethan Coen's surreal baby-napping comedy 'Raising Arizona' (1988). They discuss Biblical reference points, the merits of a chase movie, and Frances McDormand's decorated career. Plus recently seen, including more 'Nomadland' talk! Follow the show on Instagram and Twitter @youhavetoseepod Email Declan and Noah at youhavetoseepod@gmail.com

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. In our 60th episode, our podcast sponsor Insellerate takes over for a great conversation with Josh Friend, CEO, Insellerate and Rob Chrisman, robchrisman.com Topics of discussion: 3:10 – What is the outlook for interest rates and inflation? 10:06 – What should we expect from the CFPB under the new administration? 17:04 – A ‘win-win’ for customers and lenders 22:06 – What factors are impacting home prices? 28:36 – How should lenders position themselves to take advantage of the future market? 33:08 – What is the biggest challenge for the industry in 2021? Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

Today's podcast is presented by Capacity. Capacity is an industry leader in mortgage automation that empowers mortgage professionals with instant knowledge and automated workflows. Thanks to 24/7 service, clients receive a superior experience throughout the entire loan process. Capacity connects apps, mines documents, captures tacit knowledge, and automates processes through a mobile-friendly chat interface.

Josh Friend is the co-owner of Pholklore, Bomboras and The Kyn. Recorded LIVE at Bomboras Beach Bar, Torquay. See acast.com/privacy for privacy and opt-out information.

DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss getting started in the mortgage industry, the shift to the purchase market, the evolution of the CRM in the mortgage industry, lessons learned from consumer direct lending, how to create customers for life, the importance of lead management, sales enablement, engagement, mortgage specific content library and data intelligence in delivering a truly memorable experience and so much more with the amazing Josh Friend, CEO Insellerate. Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life. In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.

Mike Faraci talks to Josh Friend, CEO of Insellerate about how you can utilize their software to tie all of the different systems you use everyday into one easy to use environment.

Today's borrowers expect fast, efficient, error-free mortgage lending. As a result, lenders are turning to data intelligence and technology to prepare them for the future. Join Jornaya Head of Consumer Finance Mike Eshelman, CMB as he talks with Josh Friend, Founder & CEO of Insellerate, a leading borrower engagement platform, about what to expect in 2021. Mike and Josh talk about the changes lenders can make, discuss technology to transform and identify ways to fully embrace a complete digital interaction.

There's a lot that's been changing in the world today! In today's Hot Topic we're excited to have Josh Friend, Founder and CEO of Insellerate, on the podcast to discuss how how borrower engagement is changing rapidly, how technology can help lenders quickly adapt. ! Want to know more about Josh Friend? As the founder and CEO of Insellerate, an industry leading borrower engagement platform, Josh began his career as a loan officer in 1999. In 2003 he opened his first of several successful mortgage companies. Over the past 20 years, Josh has hired, trained and managed thousands of employees in the mortgage industry and overseen all areas of the mortgage process. With a keen eye for developing best-in-class sales processes and technology, Josh built his first in house CRM/POS in 2005 and continued to develop software for his mortgage platforms, which has led him to the founding of Insellerate. Josh's sole focus now is Insellerate and helping lenders close more loans through intelligent borrower engagement and the use of technology. There's a lot that's been changing in the world today! In today's Hot Topic we're excited to have Josh Friend, Founder and CEO of Insellerate, on the podcast to discuss how how borrower engagement is changing rapidly, how technology can help lenders quickly adapt. ! Want to know more about Josh Friend? As the founder and CEO of Insellerate, an industry leading borrower engagement platform, Josh began his career as a loan officer in 1999. In 2003 he opened his first of several successful mortgage companies. Over the past 20 years, Josh has hired, trained and managed thousands of employees in the mortgage industry and overseen all areas of the mortgage process. With a keen eye for developing best-in-class sales processes and technology, Josh built his first in house CRM/POS in 2005 and continued to develop software for his mortgage platforms, which has led him to the founding of Insellerate. Josh's sole focus now is Insellerate and helping lenders close more loans through intelligent borrower engagement and the use of technology.

Who really wants to take the time to create the perfect CRM for themselves? Our guest Josh Friend did just that! Find out what pushed him to do that and how Insellerate stands out from the crowd.

There's a lot that's been changing in the world today! In our Hot Topic segment we're excited to have Josh Friend, Founder and CEO of Insellerate, on the podcast to discuss how technology has been changing the mortgage industry and the opportunities that exist! Want to know more about Josh Friend? As the founder and CEO of Insellerate, an industry leading borrower engagement platform, Josh began his career as a loan officer in 1999. In 2003 he opened his first of several successful mortgage companies. Over the past 20 years, Josh has hired, trained and managed thousands of employees in the mortgage industry and overseen all areas of the mortgage process. With a keen eye for developing best-in-class sales processes and technology, Josh built his first in house CRM/POS in 2005 and continued to develop software for his mortgage platforms, which has led him to the founding of Insellerate. Josh's sole focus now is Insellerate and helping lenders close more loans through intelligent borrower engagement and the use of technology. Insellerate helps Lenders close more loans through better borrower engagement. Insellerate, the true mortgage CRM, helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management. Learn more... There's a lot that's been changing in the world today! In our Hot Topic segment we're excited to have Josh Friend, Founder and CEO of Insellerate, on the podcast to discuss how technology has been changing the mortgage industry and the opportunities that exist! Want to know more about Josh Friend? As the founder and CEO of Insellerate, an industry leading borrower engagement platform, Josh began his career as a loan officer in 1999. In 2003 he opened his first of several successful mortgage companies. Over the past 20 years, Josh has hired, trained and managed thousands of employees in the mortgage industry and overseen all areas of the mortgage process. With a keen eye for developing best-in-class sales processes and technology, Josh built his first in house CRM/POS in 2005 and continued to develop software for his mortgage platforms, which has led him to the founding of Insellerate. Josh's sole focus now is Insellerate and helping lenders close more loans through intelligent borrower engagement and the use of technology. Insellerate helps Lenders close more loans through better borrower engagement. Insellerate, the true mortgage CRM, helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management. Learn more...

The first half of the Lykken on Lending program will feature our Weekly Updates: we've got Rob VanRaaphorst with his MBA Mortgage Minute, and then Les Parker's TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Joe Farr providing you a rate & market update, followed by Alice Alvey of Union Home providing a regulatory & legislative update, Allen Pollack giving us a Tech Report of the latest technology impacting our industry and then we wrap up the first half the program with Dr. Andy Schell, aka Doctor Schell the Profit Doctor sharing ideas on how to improve your bottom line. Check out the Hot Topic segment with Josh Friend, Founder and CEO of Insellerate... The first half of the Lykken on Lending program will feature our Weekly Updates: we've got Rob VanRaaphorst with his MBA Mortgage Minute, and then Les Parker's TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Joe Farr providing you a rate & market update, followed by Alice Alvey of Union Home providing a regulatory & legislative update, Allen Pollack giving us a Tech Report of the latest technology impacting our industry and then we wrap up the first half the program with Dr. Andy Schell, aka Doctor Schell the Profit Doctor sharing ideas on how to improve your bottom line. Check out the Hot Topic segment with Josh Friend, Founder and CEO of Insellerate...