TurnKey Lender |
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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85% 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 | Precision LM is a single database application that provides comprehensive commercial loan management from initial request to final disposition. Precision LM improves your results by managing all aspects of your loan process pre-qualifying loan requests, processing applications, commitment processing, loan disposition, servicing and accounting with a single database application. Increases efficiency by eliminating redundant data, reducing errors and lowering maintenance and operating 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
|
85% 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)
Custom Workflows
Document Management
Workflow Management
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Chat (Messaging)
Client Management (Customer)
Custom Workflows
Document Management
Workflow Management
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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 |
Precision LM Originator 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: Windsor, Canada |
| Contact Details |
+1 855-973-1646 https://insellerate.com/ |
+1 800-874-0174 https://www.ssctech.com/solutions/products-a-to-z/precision-lm |
| Social Media Handles |
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