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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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91% 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 | Neofin is a no-code SaaS for lending automation that covers all the stages of the borrower's journey, including loan origination, servicing, and management. Its modular platform also provides users with decisioning, underwriting, collection, and even out-of-box front-end components directly from the easy-to-use control panel. Read more |
Pricing Options |
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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
|
91% 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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10 Features
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Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
e-Signature
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
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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Not Available
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Rating 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
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Insellerate Custom |
Neofin Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
+ 1 More
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+ 3 More
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Company Details | Located in: Newport Beach, California Founded in: 2012 | Located in: Kyiv, Ukraine Founded in: 2016 |
Contact Details |
+1 855-973-1646 https://insellerate.com/ |
Not available https://neo-fin.com/ |
Social Media Handles |
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