MortgageHippo Sends Executives to CUNA GAC

Saportas will sit for an interview with organization leadership.

CHICAGO—February 28, 2022—MortgageHippo, the leading consumer- first low-code/no-code digital lending platform, has sent two of its top executives to the Credit Union National Association’s (CUNA’s) Government Affairs Conference in Washington, D.C., February 27-March 3, 2022. The event puts credit union executives in contact with legislators and regulators for a week of meetings. 

“Credit unions have a special approach to the financial services business and have been a model for institutions seeking to increase the satisfaction of those they serve” said Valentin Saportas, CEO at MortgageHippo, “Credit union executives have been very successful in employing new technologies to increase member satisfaction and to meet the changing needs in their communities. We are proud to support them in Washington.”

Sapportas will be joined in Washington by Chief Commercial Officer Marvin Chang. The team will meet with credit union executives who actively use the company’s technology and those who are considering a change to a more member-facing tech stack. Their primary goal at the show will be to support industry executives as they share their stories with government officials.

“We expect the regulators to be very active this year,” said Ryan Donovan, CUNA’s Executive Vice-President and Chief Advocacy Officer in a video on the conference website. “Our advocacy ‘why’ is to revolutionize the operating environment for credit unions so that [our members] can continue to improve your members' financial well-being and advance the communities you serve.”

“Credit unions have served their members for years, often generations,” Chang said. “These institutions have literally grown up with their members. Today, their members are fully invested in digital commerce and they expect their financial services partners to provide a similar experience. Credit unions have risen to this challenge. MortgageHippo is proud to empower credit unions to provide the digital lending experience their members deserve.”


Eustis Mortgage Finds Usherpa Smart CRM Perfect Fit

Executive points to significant benefits stemming directly from the Usherpa relationship.

DENVER, February 28, 2022 -- Usherpa, the real estate and mortgage industry’s original enterprise CRM technology, has published a new case study in which executives at Eustis Mortgage speak to the importance of marketing automation in a changing mortgage market. The lender has been a Usherpa client since 2007. About 80% of the Eustice Mortgage’s loan officers use Usherpa’s automated in-process marketing.

“There are two things I look for in a CRM. First, it must be a turnkey system,” said Eustis Mortgage Senior Vice-President for National Retail Growth Stephen Barton. “Second, all of your outgoing communication needs to be relevant to the customer. You need content that they will either click on, watch or read. And you need to deliver it in any way your customer wants, including text.”

Eustice counts on Usherpa for both fresh marketing content and marketing automation capable of delivering it without making loan officers do the work. Barton says the software must be configured to allow for different borrower journeys for its various loan products and to set the standards that will guide in-process marketing and help LOs maintain the relationship with the borrower after the loan is closed, but after that the software basically runs itself. Much of this work Barton’s team can do on their own, but occasionally Eustis Mortgage will reach out to Usherpa’s team for support.

“One of the things I love about Usherpa and the reason I will never switch is that even though we’re not one of the largest lenders, when we need assistance or want to make a change, our partner always hears our call for help and answers it,” Barton said.

Usherpa was founded by Dan Harrington in 1995, a former loan officer who needed a better tool for marketing home loans. It has since evolved into the industry’s most sophisticated, cloud-based CRM/Marketing Automation system. Now referred to as the Relationship Engagement Platform, Usherpa’s smart CRM software has helped thousands of loan officers stay connected with partners and clients. Usherpa’s Smart CRM was named to the prestigious HousingWire 2021 Tech100 list. It was the only company to make both the mortgage and real estate lists of top companies.

“It's not about price, although the price is great; it's not about all the features, but the features are fantastic,” Barton says. “Usherpa is better than anybody in the market for the simple fact that I can call and get ahold of the people who care about us winning. For us, that’s fantastic.”

Download the new case study here. Find out more about Usherpa’s Smart CRM by visiting the company online at https://usherpa.com/, by calling (303) 740-5710 or via email at This email address is being protected from spambots. You need JavaScript enabled to view it.


Insellerate Receives Growth Investment Led by Argentum to Support Rapid Growth and Continued Product Innovation

Leading Customer Engagement Platform for Mortgage Lenders Processing over $5 Billion in Monthly Loan Volume


Newport Beach, CA – February 10, 2022 – Insellerate, a leading provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lender and real estate industries, today announced a strategic investment led by Argentum with participation from First Analysis. The new capital will be used to expand product development, sales and marketing, and customer success initiatives and to meet increasing demand for its Enterprise Customer Experience Platform. 

As consumers have shifted online to shop for mortgages, it has become critical for mortgage lenders and servicers to develop a sustained digital engagement strategy for their customers.  Insellerate’s award-winning platform enables loan officers to engage more effectively, resulting in higher lead conversion rates, lower origination costs, and more closed loans. Insellerate is the first in any industry to deliver a complete CRM, Lead Management, and Engagement platform via a dynamic mobile application. This provides access to critical loan information without having to use a computer or log into a loan origination system (LOS), which radically improves borrower retention and conversion rates.

"This investment will enhance our ability to continue offering industry-leading technology and services that meet the growing needs of our ever-expanding customer base," said Josh Friend, Founder & CEO of Insellerate. "Given Argentum's track record of successfully scaling B2B SaaS companies, fintech experience, and extensive industry network, we could not be more excited to partner with them to pursue the large opportunity ahead of us."

Insellerate has experienced significant growth over the last two years. The number of monthly borrower applications has increased by more than 10x, and the platform is processing more than $5 billion in volume each month. Currently, Insellerate supports over 150 clients and 4,000 loan officers.

"We are always excited to partner with entrepreneurs like Josh, who have lived their customers’ problems and are focused on solving them. It is clear from speaking to Insellerate’s customers, that the Company offers the most complete solution in the market and is continuously innovating to keep their products ahead of market trends and to drive customer success. We have been tracking the mortgage technology space for several years and are thrilled to partner with Insellerate," said Daniel Raynor, Managing Partner at Argentum, who will join Insellerate’s Board of Directors in connection with the investment.

Michael Lipin, Vice President at Argentum added, “Insellerate has built a platform that transforms the customer journey from transaction to relationship, generating customers for life and repeat business for its clients. As a rapidly growing provider of mission-critical software that is an essential tool for daily operations, Insellerate represents a perfect fit for Argentum, and we look forward to working with their team in this next phase of growth.”



PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.