Posted by PROGRESS In Lending | March 16, 2026
Insellerate and Lender Price have launched a new integration designed to help mortgage lenders and servicers move faster on refinance and retention opportunities.
The integration connects Lender Price’s APR (Analyze, Price, Recapture) platform, which analyzes servicing and lending portfolios using live market data, with Insellerate’s CRM, borrower engagement, and workflow automation platform. It also brings Aithena, Insellerate’s AI solution, into the process to help teams prioritize opportunities, improve borrower conversations, and streamline follow-up.
The announcement comes as lenders and servicers face growing pressure to protect their portfolios and act quickly on recapture opportunities before borrowers look elsewhere. While portfolio analytics and pricing intelligence can surface opportunities, execution often slows when data, outreach, and workflow exist in separate systems.
“Lender Price APR uniquely helps lenders identify recapture opportunities at a scale that no current solution in the market delivers,” said Josh Friend, CEO of Insellerate. “Insellerate helps teams operationalize that opportunity through workflow and borrower engagement, while Aithena adds AI-driven prioritization and execution support. The result is a faster path from pricing insight to borrower action.”
By linking portfolio analytics with engagement and execution tools, the integration helps lenders to quickly identify refinance and retention opportunities, prioritize outreach, reduce manual processes, and improve speed to contact.
“Servicers need a faster, more scalable way to identify borrowers who may benefit from a refinance offer before that opportunity is lost,” said Paul Orlando, Chief Strategy Officer at Lender Price. “APR helps lenders and servicers uncover recapture opportunities with precision, and our integration with Insellerate allows them to act on those insights more efficiently.”
The combined solution is designed to help lenders and servicers:
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- Identify refinance and retention opportunities across servicing portfolios
- Prioritize outreach using live pricing intelligence and AI-driven insights
- Improve speed to contact and follow-up execution
- Support more personalized borrower engagement
- Reduce manual effort across recapture and retention workflows
“At Lender Price, our mission is to empower lenders and servicers to turn insights into meaningful action,” said Dawar Alimi, CEO of Lender Price. “Through our integration with Insellerate, we’re helping teams prioritize the right opportunities, streamline workflows, and foster stronger connections with borrowers.”
This partnership represents a significant step forward for lenders and servicers in a highly competitive market. By combining cutting-edge analytics, AI-driven prioritization, and streamlined engagement, the integration equips mortgage teams to act decisively, deliver tailored borrower experiences, and maximize portfolio performance.
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