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84% 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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83% 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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Overview

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 C2 Covalent helps financial institutions make fast, consistent, high-quality credit decisions in an easily deployable, cloud-based Loan Origination System (LOS). You get access to the data that you need to make fast, consistent, high-quality Consumer and Small Business credit origination decisions in the shortest possible time. The legal document preparation process and partnerships provide highly-trusted built-in compliance with state and federal regulations. Interfacing your CORE system has never been more efficient and error-free with C2 Covalent’s integrated connectors. Read more
Pricing Options
  • Free Trial Not Available
  • Insellerate Offers Custom plan.
  • Free Trial Not Available
  • C2 Covalent Offers Custom plan.
SW Score & Breakdown

84% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    81%
  • Momentum
    60%
  • Popularity
    82%

83% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    61%

Features

Total Features
4 Features
7 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    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
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Mobile Access Allows accessing the software and product/service related information from a mobile device
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 1 More - Show Less
    • Audit Trail A record of changes made in chronological order of a user or activity
      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
      Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
      Custom Workflows Facility to create workflows with custom stages, process, and status.
      Document Management Ability to store and manage various information and documents in electronic format.
      Mobile Access Allows accessing the software and product/service related information from a mobile device
      Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - iOS
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    4.7/5 28 user ratings
    Not Available
    Ratings Distribution
    • Excellent

      88.5%
    • Very Good

      3.8%
    • Average

      0%
    • Poor

      0%
    • Terrible

      7.7%
    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Insellerate Offers Custom plan.
    • Free Trial Not Available
    • C2 Covalent Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Insellerate Custom

    C2 Covalent Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 1 More
    Not Available

    Vendor information

    Company Details Located in: Newport Beach, California Founded in: 2012 Located in: Colleyville, Texas
    Contact Details

    +1 855-973-1646

    https://insellerate.com/

    817.717.1830

    https://go-c2.com/c2-covalent/

    Social Media Handles

    Not available

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