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90% 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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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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Description | defi SOLUTIONS is a platform used to manage loan origination system to meet client and business demands. The software offers a configurable loan originations system with a dedicated product manager and configurable decision rules.It can integrate with 30-plus third-party data providers. Manage workflows with a simple scorecard maintenance and mobile app for anywhere access. Small, Medium companies make use of the software. Read more | 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 |
Pricing Options |
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SW Score & Breakdown |
90% 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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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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Total Features |
7 Features
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4 Features
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Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
e-Signature
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
e-Signature
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Ratings Distribution |
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Read All User Reviews | 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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defi SOLUTIONS Custom |
Insellerate Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
+ 1 More
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Company Details | Located in: defi SOLUTIONS | Located in: Newport Beach, California Founded in: 2012 |
Contact Details |
Not available https://defisolutions.com/loan-origination-software/ |
+1 855-973-1646 https://insellerate.com/ |
Social Media Handles |
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