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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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96% 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 | LendingPad is a cloud-based loan origination software that offers a complete platform for loan origination solutions for institutions, mortgage brokers, banks, service providers, and lenders. It is specially designed to streamline the lending process, minimize mortgage lending costs, and strengthen communication. This innovatively built platform is fully secured and potently optimizes the complex loan origination process designed by mortgage banking professionals. Moreover, this software allows the user's to originate loans from anywhere with a proper internet connection. Users can incorporate with third-party data providers to manage and connect with leads promptly. This tool can gather data from retail branches, consumer online portals, call centers, and in-house loan officers. The Lender edition comprises functionalities that offer secondary, closing, underwriting post-closing, and funding. Furthermore, to enhance the connectivity and operating efficiency, a range of customization features are offered for Institutions to scale the business to the next level. With processing centers, users can equip contract processing teams to cater to more clients with extensive volumes. LendingPad follows a quotation-based and subscription-based pricing strategy that includes institution edition and broker edition. Read more |
Pricing Options |
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SW Score & Breakdown |
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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96% 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 |
4 Features
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7 Features
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Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Workflow Management
e-Signature
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
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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Rating 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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Insellerate Custom |
Broker Edition $40.00 $40.00 per user / month Broker Edition Custom Institutions Edition Custom |
View Detailed Pricing
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View Detailed Pricing
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CloudBankin
5 Based on 81 Ratings |
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Videos |
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+ 1 More
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Company Details | Located in: Newport Beach, California Founded in: 2012 | Located in: McLean, Virginia Founded in: 2015 |
Contact Details |
+1 855-973-1646 https://insellerate.com/ |
+1 202-796-2790 https://www.lendingpad.com/ |
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