JustCall is the AI-powered customer communication platform trusted by 6,000+ companies. Whether you’re selling, supporting, or scaling business — JustCall helps your teams connect faster, have better conversations, and never miss an opportunity.
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JustCall is the AI-powered customer communication platform trusted by 6,000+ companies. Whether you’re selling, supporting, or scaling business — JustCall helps your teams connect faster, have better conversations, and never miss an opportunity.
Opensense is the only platform that brings your email signatures, ad campaigns, digital business cards, sales data, and compliance together—Turning brand moments into business outcomes Everyday interactions become high-value opportunities. Every email is a campaign touchpoint. Every click is a signal for sales and marketing. Every follow-up, meeting, and face-to-face connection—captured, measured, and optimized. Opensense keeps your brand consistent, your teams aligned, and your pipeline moving. We work with all major email clients—Office 365, Microsoft 365, Google Workspace, Exchange—and connect natively to leading CRMs and marketing automation platforms like HubSpot, Adobe Marketo, Pardot, Eloqua, Microsoft Dynamics, and Salesforce. Top brands in financial services like United Wholesale Mortgage, CMG Financial, and Cross Country Mortgage use Opensense to maintain compliance, protect their reputation, and drive growth—turning routine communication into a competitive advantage.
Homebot transforms how mortgage professionals build lasting client relationships through intelligent automation. Our platform delivers personalized monthly home wealth insights that achieve 75% open rates, automatically identifies refinance opportunities, and keeps your name top-of-mind with past clients. Turn every closing into lifetime income with automagic client engagement that works.
Cotality accelerates data, insights, and workflows across the property ecosystem to enable industry professionals to surpass their ambitions and impact society. With billions of real-time data signals across the life cycle of a property, we unearth hidden risks and transformative opportunities for agents, lenders, carriers, and innovators. Get to know us at www.cotality.com.
Iron Mountain helps organizations transform information into intelligence. We manage digital and physical assets across their lifecycle, making them visible, secure, accessible, and AI-ready. Serving over 240,000 customers worldwide, including 95% of the Fortune 1000, we unlock more value from existing data with unparalleled security, governance, and sustainability.
Lender Price is the mortgage industry’s first cloud-native, AI-driven product, pricing, and eligibility (PPE) engine. Our fully automated, end-to-end pricing solutions deliver unmatched speed, accuracy, and scalability. We empower lenders, banks, credit unions, and IMBs with cutting-edge tools that help drive efficiency and increase profitability. Our configurable, innovative solutions have made us the trusted partner for modern mortgage pricing technology.
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AILA—or Artificial Intelligence Loan Assistant—by Lender Price is the latest groundbreaking AI solution designed to revolutionize the mortgage loan pricing experience for lenders and brokers. AILA leverages cutting-edge artificial intelligence and machine learning to act as a virtual loan assistant, optimizing workflows and improving processes across the mortgage lifecycle. Whether it’s helping loan officers identify the best pricing options or recommending the best loan product based on a specific borrower scenario, AILA was purpose-built to drive efficiency, reduce costs, and enhance the overall borrower experience.
Core features of AILA include personalized recommendations, single-click filtering, Ask-a-Question feature, loan officer-borrower chat takeover, and more!
AILA empowers lenders and brokers to make smarter decisions, reduce operational bottlenecks, and improve the speed and quality of pricing—a game changer for mortgage professionals and their borrowers.
Insellerate transforms mortgage lending with the power of its intelligent CRM and Aithena, a next-gen Agentic AI Assistant. Together, they engage borrowers in real time, prioritize high-converting leads, and accelerate loan processing—empowering lenders to sell smarter, serve faster, and scale effortlessly.
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Aithena by Insellerate
AI That Closes Deals—Faster, Smarter, Across Every Channel
Built by Insellerate’s mortgage technology experts and fueled by real-world data, Aithena is a purpose-built AI platform that helps lenders deploy smart, actionable intelligence without disrupting their current workflows.
This standalone solution empowers sales teams to focus on what matters: converting high-potential leads, coaching effectively, and closing more business.
Real Results. Real Fast.
89% lead scoring accuracy on the first call
38% increase in worked opportunities within 7 days
Proven impact across retail, wholesale, consumer direct, and servicing
Why It Matters:
A review of 1,000 high-scoring leads—classified as “No Sales” by the team- revealed that 36% ultimately funded a loan with a competitor.
AI-driven lead scoring could have identified these borrowers in real-time, preventing lost revenue and protecting pipeline performance.
Aithena isn’t just AI. It’s intelligent sales prioritization at scale.
Easy to deploy. Proven to perform.
Schedule your Demo Now https://crm.insellerate.com/my-aithena/
Aduvo (uh-doo-voh) is a SaaS app that helps experienced mortgage professionals unlock repeat business using hands-free nurturing to their borrowers and realtors with industry compliant emails and text messages—making them unforgettable.
Zumigo helps the world’s largest financial companies protect accounts and consumer identities. With a multi-layer approach, Zumigo validates users against a real-time digital identity intelligence network that spans global carrier signals, third-party data, and payment information. Zumigo supports over 800 mobile operators, verifying over 4.5 billion mobile numbers globally with services reaching 180 countries.
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Zumigo solution verifies the identity of the mobile applicant via silent network authentication and OTP if needed for the mobile phone number ownership. Additional PII verification can include SSN, DOB or driver’s license. Upon verification, the form is pre-filled with the relevant information so that the applicant does not have to type on a small screen before submitting the form. This can be used as a pre-approval step before funneling to another workflow to review and approval, or can be combined with other data such as credit score for a more accurate risk assessment.
LemonadeLXP is the all-in-one learning and enablement platform built for financial institutions. It combines an engaging content library, modern learning experiences, AI-powered content creation, automatic updates, and real-time answers—all in one easy-to-use platform. LemonadeLXP helps you onboard faster, boost product adoption, upskill your frontline, and enable your customers and community. It’s learning that works—and people actually like.
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LemonadeLXP Learn revolutionizes internal training for financial institutions. Rooted in cognitive science and powered by modern learning, it transforms passive learners into skilled, confident experts.
With personalized learning paths, skill tracking, and our signature Booster Game for long-term retention, Learn ensures knowledge sticks and translates into real-world performance. It integrates seamlessly into the flow of work—boosting digital fluency, productivity, and customer satisfaction.
LemonadeLXP Academy reimagines customer education. Deliver engaging, gamified learning experiences that help your customers understand and confidently use your digital tools and services.
Built for financial institutions, Academy increases product adoption, reduces support calls, and enhances loyalty. Become a trusted source of financial knowledge—and a partner in your customers’ success.
LemonadeLXP’s InsightAI transforms how financial institutions manage and deliver knowledge. It automates training content creation, keeps learning materials updated, and gives your staff 24/7 access to instant, accurate answers through a conversational AI assistant.
No more outdated content or siloed information—just empowered teams, streamlined operations, and elevated customer experiences.