... Insellerate (Addy AI) -- and serve as the Encompass-side point of contact for MSP interface points, ensuring smooth operation and integration with Encompass. • Serve as implementation project ...
... Insellerate (Addy AI) -- and serve as the Encompass-side point of contact for MSP interface points, ensuring smooth operation and integration with Encompass. • Serve as implementation project ...
Administer and support core vendor platforms -- including Optimal Blue, Lender Logix, Argyle, and Insellerate (Addy AI) -- and serve as the Encompass-side point of contact for MSP interface points ...
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Administer and support core vendor platforms -- including Optimal Blue, Lender Logix, Argyle, and Insellerate (Addy AI) -- and serve as the Encompass-side point of contact for MSP interface points ...
Insellerate experience a plus! * Excellent Time Management and Organizational Skills * Able to take direction and work in a team environment * Strong sense of urgency and initiative to get things ...
Insellerate experience a plus! * Excellent Time Management and Organizational Skills * Able to take direction and work in a team environment * Strong sense of urgency and initiative to get things ...
Residential Mortgage Systems Administrator
Houston, TX · On-site
$80K/yr
Administer and support core vendor platforms - including Optimal Blue, Lender Logix, Argyle, and Insellerate (Addy AI) - and serve as the Encompass-side point of contact for MSP interface points ...
Residential Mortgage Systems Administrator
Houston, TX · On-site
$80K/yr
Administer and support core vendor platforms - including Optimal Blue, Lender Logix, Argyle, and Insellerate (Addy AI) - and serve as the Encompass-side point of contact for MSP interface points ...
Insellerate experience a plus! * Excellent Time Management and Organizational Skills * Able to take direction and work in a team environment * Strong sense of urgency and initiative to get things ...
Insellerate experience a plus! * Excellent Time Management and Organizational Skills * Able to take direction and work in a team environment * Strong sense of urgency and initiative to get things ...
Insellerate information
What are the key skills and qualifications needed to thrive as an Insellerate specialist, and why are they important?
To thrive as an Insellerate specialist, you need a solid understanding of CRM systems, sales processes, and digital marketing, ideally supported by experience in mortgage or real estate technology. Familiarity with Insellerate's CRM platform, marketing automation tools, and integration with LOS (Loan Origination Systems) is typically required. Strong communication, problem-solving abilities, and customer service orientation set top performers apart. These skills ensure effective client onboarding, maximize platform utilization, and help drive business growth through streamlined sales and marketing operations.
What is Insellerate and what does the company do?
Insellerate is a technology company that specializes in customer relationship management (CRM) solutions for the mortgage industry. Their platform helps lenders manage leads, automate marketing, and improve borrower engagement throughout the loan process. Insellerate integrates with various loan origination systems and provides tools for personalized communication, workflow automation, and analytics. The goal is to help mortgage professionals increase efficiency, close more loans, and enhance the borrower experience.
What is the difference between Insellerate vs Sales Development Representative?
| Aspect | Insellerate | Sales Development Representative |
|---|---|---|
| Primary Role | Customer engagement platform for mortgage lenders | Prospecting and qualifying sales leads |
| Required Skills | CRM management, marketing automation, mortgage industry knowledge | Communication, lead qualification, CRM usage |
| Work Environment | Tech-focused, financial services industry | Sales teams, financial services or tech industries |
| Common Certifications | CRM certifications, mortgage industry licenses | Sales certifications, CRM training |
Insellerate is a customer engagement platform tailored for mortgage lenders, focusing on marketing automation and client management. A Sales Development Representative (SDR) primarily focuses on lead generation and qualification within sales teams. While both roles require CRM skills, Insellerate emphasizes marketing and client retention, whereas SDRs concentrate on sales prospecting. Understanding these differences helps in choosing the right career path or tool for your industry needs.
How does an Insellerate Implementation Specialist typically collaborate with mortgage lenders during software onboarding?
As an Insellerate Implementation Specialist, you will work closely with mortgage lender clients to guide them through the onboarding and setup process of the Insellerate CRM platform. This involves conducting needs assessments, configuring the software to align with each client's workflows, training staff, and providing ongoing support. Collaboration often requires regular meetings, clear communication, and troubleshooting to ensure a seamless transition and maximize user adoption. Successfully building relationships with client teams and internal technical staff is key to delivering a positive onboarding experience.
More about Insellerate jobs
What job categories do people searching Insellerate jobs look for? The top searched job categories for Insellerate jobs are:
Job description
Job Summary:
FocusOne Mortgage is seeking an experienced Mortgage Systems Administrator to join our team in Houston, Texas. This full-time position plays a critical role in supporting and optimizing the technology platforms that drive our mortgage operations, including Encompass and related vendor systems.
Responsibilities:
• Own Encompass administration end-to-end, including business rules, user and security setup, milestone and channel configuration, and audit preparation.
• Administer and support core vendor platforms — including Optimal Blue, Lender Logix, Argyle, and Insellerate (Addy AI) — and serve as the Encompass-side point of contact for MSP interface points, ensuring smooth operation and integration with Encompass.
• Serve as implementation project manager for new systems and programs, including the APS program (Encompass build from the ground up) and Encompass TPO setup to support the correspondent lending channel.
• Provide integration support across LOS, PPE, POS, and servicing platforms, coordinating with IT, vendors, and internal stakeholders on connection points and data flow.
• Serve as the primary point of contact for Encompass360 daily use, troubleshooting, and updates.
• Act as a liaison between staff, clients, IT, and third-party integration partners.
• Communicate system changes and updates to staff and clients.
• Develop, maintain, and optimize reporting within Encompass.
• Recommend and implement process or system improvements to support efficiency and compliance.
Qualifications:
Required:
• 2+ years of experience with Encompass360 administration and/or IT support.
• Strong understanding of the mortgage lifecycle (origination, processing, underwriting, closing, post-closing, and secondary).
• Excellent problem-solving, organizational, and communication skills.
• Ability to manage multiple concurrent projects and adapt quickly in a fast-paced, compliance-driven environment.
Preferred:
• Experience administering or supporting additional mortgage technology platforms, such as Optimal Blue, POS systems, or similar LOS-adjacent vendor tools, strongly preferred.
• Experience supporting system implementations, vendor integrations, or technology project management is a plus.
• Encompass360 certification preferred.
Company:
To better represent our dedication to credit unions and singular focus to help our owners and partners thrive in today’s extremely competitive finance landscape, we have rebranded as FocusOneTM. Founded in 1998, the company is headquartered in Houston, USA, with a team of 51-200 employees. The company is currently Growth Stage.
FocusOne Mortgage is seeking an experienced Mortgage Systems Administrator to join our team in Houston, Texas. This full-time position plays a critical role in supporting and optimizing the technology platforms that drive our mortgage operations, including Encompass and related vendor systems.
Responsibilities:
• Own Encompass administration end-to-end, including business rules, user and security setup, milestone and channel configuration, and audit preparation.
• Administer and support core vendor platforms — including Optimal Blue, Lender Logix, Argyle, and Insellerate (Addy AI) — and serve as the Encompass-side point of contact for MSP interface points, ensuring smooth operation and integration with Encompass.
• Serve as implementation project manager for new systems and programs, including the APS program (Encompass build from the ground up) and Encompass TPO setup to support the correspondent lending channel.
• Provide integration support across LOS, PPE, POS, and servicing platforms, coordinating with IT, vendors, and internal stakeholders on connection points and data flow.
• Serve as the primary point of contact for Encompass360 daily use, troubleshooting, and updates.
• Act as a liaison between staff, clients, IT, and third-party integration partners.
• Communicate system changes and updates to staff and clients.
• Develop, maintain, and optimize reporting within Encompass.
• Recommend and implement process or system improvements to support efficiency and compliance.
Qualifications:
Required:
• 2+ years of experience with Encompass360 administration and/or IT support.
• Strong understanding of the mortgage lifecycle (origination, processing, underwriting, closing, post-closing, and secondary).
• Excellent problem-solving, organizational, and communication skills.
• Ability to manage multiple concurrent projects and adapt quickly in a fast-paced, compliance-driven environment.
Preferred:
• Experience administering or supporting additional mortgage technology platforms, such as Optimal Blue, POS systems, or similar LOS-adjacent vendor tools, strongly preferred.
• Experience supporting system implementations, vendor integrations, or technology project management is a plus.
• Encompass360 certification preferred.
Company:
To better represent our dedication to credit unions and singular focus to help our owners and partners thrive in today’s extremely competitive finance landscape, we have rebranded as FocusOneTM. Founded in 1998, the company is headquartered in Houston, USA, with a team of 51-200 employees. The company is currently Growth Stage.
About FocusOne
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
Dearborn, MI, US
Year founded
2000