Insellerate

About Insellerate

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.

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Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

79%
Momentum

68%
Popularity

82%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Insellerate Features

Show Feature Explanation

Show Missing Features

Loan Origination Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Audit Trail

A record of changes made in chronological order of a user or activity

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Mobile Access

Allows accessing the software and product/service related information from a mobile device

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Management

Ability to store and manage various information and documents in electronic format.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Insellerate Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Insellerate Custom

Features

Intelligently distribute and manage leads
Lead and workflow prioritization
Mortgage centric sales, marketing and realtor reports.
In app voice and text communication

Disclaimer: The pricing details were last updated on 16/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Insellerate Pricing