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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78% 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 | PerfectLO is a cloud-based mortgage loan software designed to simplify and expedite the loan application process. This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop. Loan Originators are able to fully understand a Borrower's mortgage needs and risk, without triggering TRID. Document Center for securely downloading and uploading documents between the Borrower and LO. A custom URL is created for Companies to embed into their website where Borrowers have an option to choose the Loan Originator they want to work with. 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
|
78% 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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3 Features
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| Common Features for All |
Chat (Messaging)
Client Management (Customer)
Custom Workflows
Document Management
Workflow Management
e-Signature
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Chat (Messaging)
Client Management (Customer)
Custom Workflows
Document Management
Workflow Management
e-Signature
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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 |
PerfectLO 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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| Company Details | Located in: Newport Beach, California Founded in: 2012 | Located in: Portsmouth, New Hampshire |
| Contact Details |
+1 855-973-1646 https://insellerate.com/ |
800-277-1687 https://www.perfectlo.com/ |
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