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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77% 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 | Connectfi revolutionizes the digital lending experience for borrowers and lenders with its cloud-based platform. This software simplifies the loan origination process through guided online applications for all loan types, significantly boosting conversion rates. Borrowers benefit from a central hub to manage applications and upload necessary documents, making the process seamless and straightforward. The platform offers ongoing reminders to keep borrowers on track, ensuring tasks are completed efficiently. Lenders, including loan originators, processors, and credit analysts, gain 24/7 access to the loan pipeline, allowing them to track borrower progress and manage files with unprecedented efficiency. Connectfi combines user-friendly features with cutting-edge technology to modernize the lending landscape, offering a streamlined, intuitive approach that meets the needs of today’s digital-first world. 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
|
77% 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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4 Features
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| Common Features for All |
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Workflow Management
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Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Workflow Management
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| Platforms Supported |
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| Modes of Support |
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| User Rating |
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Not Available
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| Rating Distribution |
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Not Available
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| 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 |
ConnectFi 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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Not Available |
| Company Details | Located in: Newport Beach, California Founded in: 2012 |
Not available |
| Contact Details |
+1 855-973-1646 |
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| Social Media Handles |
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