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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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86% 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 | The Loan Navigator is an online-based Loan Origination Software. You can view newly submitted customer loan applications from your institution's own customizable website. The approval and funding upload the loan application to document systems like such as LaserPro from Harland financial services. Proper documentation and reporting help keep your loan portfolio within regulatory compliance. Identify volumes and responsibility of outstanding loan documentation exceptions at a glance. Loan comment review provides a clear history of interactions in loan processing to provide valuable protection against disputes. 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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86% 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 |
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
e-Signature
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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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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 |
The Loan Navigator Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
+ 1 More
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Not Available |
Company Details | Located in: Newport Beach, California Founded in: 2012 | Located in: Columbia Fall, Montana |
Contact Details |
+1 855-973-1646 https://insellerate.com/ |
406-250-5819 http://theloannavigator.com/ |
Social Media Handles |
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Not available |
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