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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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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| 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 | Pre-Approve Me is an online-based Loan Origination Software. Update the app logo and colors to meet your company's branding requirements. Supports branching structure, DBAs, and more. Corporate Compliance and Disclaimers settings ensure that you have total control over what is displayed, and which features are available. Control compliance at the corporate, regional, branch, or even loan officer level. Unlike other, more basic status update platforms, the Milestones system allows you to make all kinds of customizations from the message of an email or text to the creation of personalized voicemails. 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
|
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
|
| Total Features |
4 Features
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4 Features
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| Common Features for All |
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
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Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
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| User Rating |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Insellerate Custom |
Pre-Approve Me 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 | Located in: Wilsonville, Oregon |
| Contact Details |
+1 855-973-1646 |
(877) 527-5351 |
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