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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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75% 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 | ODX is focused on helping banks reinvent the small business lending process. They provide a unique combination of market-leading software, analytic insights, and professional services to deliver a game-changing digital experience. An ODX-powered bank experience allows customers to apply digitally, receive immediate decisions, and obtain funding as fast as the same day. By utilizing the ODX platform, banks can focus on their desired business outcomes such as improved customer experiences, increased portfolio growth, and reduced processing costs. Read more |
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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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75% 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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2 Features
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Common Features for All |
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Workflow Management
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Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Workflow Management
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API Support |
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User Rating |
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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 |
ODX 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: Newport Beach, California Founded in: 2012 | Located in: New York, New York |
Contact Details |
+1 855-973-1646 https://insellerate.com/ |
Not available https://www.odxsolutions.com/ |
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