List of Insellerate Customers
Newport Beach, 92660, CA,
United States
Since 2010, our global team of researchers has been studying Insellerate customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Insellerate for Customer Experience, CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Insellerate for Customer Experience, CRM include: CrossCountry Mortgage, a United States based Banking and Financial Services organisation with 7000 employees and revenues of $3.60 billion, Northpointe Bank, a United States based Banking and Financial Services organisation with 850 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using Insellerate, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Insellerate customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CrossCountry Mortgage | Banking and Financial Services | 7000 | $3.6B | United States | Insellerate | Insellerate | Customer Experience,CRM | 2025 | n/a |
In 2025 CrossCountry Mortgage implemented Insellerate, adopting Insellerate’s enterprise CRM and Aithena AI platform as its Customer Experience,CRM solution. The agreement signed in the first half of 2025 is explicitly linked to the adoption of Aithena AI for lead management and borrower engagement at CrossCountry Mortgage.
The Insellerate deployment centers on core CRM capabilities for lead management and borrower engagement, with configuration focused on AI driven lead scoring, predictive modeling for loan closures, and automated engagement workflows. Insellerate’s Aithena platform is used to operationalize predictive models and compliance analytics alongside standard CRM functions such as contact and opportunity management, activity tracking, and engagement orchestration.
Operational coverage targets enterprise CRM use across teams responsible for originating and managing borrower relationships, consolidating inbound and cultivated leads into centralized lead management processes. Governance includes AI model oversight and compliance monitoring tied to call compliance workflows, and rollout emphasized configuration of predictive scoring thresholds and engagement rules rather than bespoke system integrations.
The public announcement connects CrossCountry Mortgage’s purchase to Insellerate’s Aithena AI adoption, and Insellerate reported high predictive accuracy for loan closures and major call compliance cost reductions as part of the implementation narrative. Insellerate is presented as the primary Customer Experience,CRM platform driving lead management and borrower engagement at CrossCountry Mortgage in 2025.
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Northpointe Bank | Banking and Financial Services | 850 | $100M | United States | Insellerate | Insellerate | Customer Experience,CRM | 2018 | n/a |
In 2018 Northpointe Bank implemented Insellerate to support its U.S. Consumer Direct mortgage division, deploying the Insellerate application as part of a Customer Experience,CRM initiative focused on borrower engagement and loan officer productivity. The deployment targeted consumer lending channels and centralized lead handling for the bank's direct-to-consumer mortgage operations.
The implementation configured Insellerate CRM and lead management capabilities including lead capture and routing, contact and pipeline management, automated borrower communications, and dashboarding for loan officer activity. Configuration emphasized sales workflow automation and pipeline visibility typical of Customer Experience,CRM platforms, with templates and activity orchestration aligned to mortgage origination processes.
Operational coverage centered on the Consumer Direct mortgage team and loan officers across the U.S., with the system used daily for borrower outreach, lead follow up, and pipeline tracking. The narrative provided by Insellerate positions the deployment as embedded in origination workflows rather than point tools, supporting both front office engagement and back office process handoffs.
Governance changes focused on standardizing loan officer workflows and tightening process control through system enforced steps and activity tracking, enabling consistent handoffs and measurable adherence to contact cadence. Workflow restructuring emphasized centralized lead assignment, standardized follow up sequences, and dashboard driven oversight for managers.
Insellerate materials credit the Northpointe Bank implementation with enabling loan officers to achieve well above average production levels, reporting 30 plus loans per month per officer, and with delivering improved process control across the Consumer Direct channel. These outcomes are attributed directly to the Insellerate CRM and lead management deployment as described in vendor case materials.
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