TurnKey Lender |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | Insellerate is a mortgage customer relationship management (CRM) software that helps lenders to close more loans. It works as an engagement platform by leveraging pre-built content, multi-channel marketing, text, social media, email and direct mail options. The solution also uses phone and ringless voicemail to engages both currents as well as past customers, driving more business. As an efficient CRM tool, the software intelligently distributes and manages leads with the client and prioritises the workflow. Insellerate enables an easy way to users to communicate with their borrowers and realtors by providing real-time automated communications. It also helps users by opening ways to strategy management and automation of the business process. Insellerate automates loan status updates, through texts and emails, and send detailed reports on what Realtor/Referral partners are sending to brands. It also runs various campaigns and marketing channels to see what is working and what needs improvement. Read more | CloudBankIN is the answer to increased operational efficiency and seamless loan management. A robust platform that automates the entire end-to-end loan process, CloudBankIN simplifies and streamlines the loan management cycle from origination to collection. For professionals, CloudBankIN offers comprehensive lending tools and solutions designed to help streamline loan origination, underwriting, review, and approval processes. The platform simplifies transactional workflows, enabling lenders to quickly and accurately assess loan requests and tailor services to meet the needs of their customers. Additionally, the platform provides the ability to process and track loan payments, reduce risk, maintain a positive impact on loan performance, and monitor the complete loan lifecycle. Read more |
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| SW Score & Breakdown |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| Total Features |
4 Features
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8 Features
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| Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Workflow Management
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Workflow Management
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| User Rating |
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| User Sentiments |
Not Available
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Customer Support, Comprehensive Reporting, User Friendly Interface, Easy Integrations Occasional System Slowdowns, High Integration Cost, Report Download Speed, NPA Module Needs Improvement |
| Review Summary |
Not Available
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Cloud BankIN is a loan origination and management platform that streamlines operations for financial institutions. Users consistently praise its user-friendly interface, comprehensive features, and robust reporting capabilities. The platform offers a unified solution for accounting and operational tasks, reducing manual effort and improving efficiency. While users generally appreciate the support team's responsiveness, some note the need for more third-party integrations and a more robust NPAs module. Concerns regarding server performance and the cost of implementation have also been raised. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Insellerate Custom |
Basic Plan Free Enterprise Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Videos |
+ 1 More
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| Company Details | Located in: Newport Beach, California Founded in: 2012 | Located in: Chennai, India Founded in: 2008 |
| Contact Details |
+1 855-973-1646 |
+91 9344243151 |
| Social Media Handles |
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