LendingPad |
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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82% 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 | ComplianceOne is a highly configurable loan origination solution and loan processing system that provides you with access to a wide range of features that you can choose and activate when your business needs them. Leverage a fully automated system to make assumption lending faster while still ensuring compliance and minimizing the risk of manual error. Originate in-house and secondary market consumer closed-end loans within a SaaS-based, flexible workflow that interfaces with many cores and B2Bs. Read more |
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| 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
|
82% 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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5 Features
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| Common Features for All |
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Workflow Management
e-Signature
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Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Workflow Management
e-Signature
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| Platforms Supported |
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| User Rating |
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Not Available
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| Ratings Distribution |
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Not Available
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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 |
ComplianceOne 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: Minneapolis, Minnesota |
| Contact Details |
+1 855-973-1646 https://insellerate.com/ |
Not available https://www.wolterskluwer.com/en/solutions/complianceone |
| Social Media Handles |
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Not available |
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