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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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92% 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 | LendingWise is a customer relationship management (CRM) and loan origination and servicing software that enables lenders and brokers to manage their entire loan life cycle in an efficient manner. The software comes with an intuitive dashboard that offers a complete 360-degree overview of all loans. LendingWise also enables users to create a customisable loan layout strategy, enabling them to manage their lending operations in an efficient way. It provides lenders and brokers with accurate web forms, helping them collect useful information from the borrowers on the go. Further, an easy-to-use loan status and doc portal within LendingWise, helps users automate their doc collection process in real-time. The software allows all the team members, including borrowers, brokers and third parties, to collaborate with each other by sharing loan wise status adequately. With LendingWise, users also get protected by bank-level security backed by Amazon Web Services (AWS). Moreover, it is even compliant with SOC 2, PCI and ISO 27001 encryption tags, facilitating seamless security and data backup. 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
|
92% 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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8 Features
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Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Mobile Access
Workflow Management
e-Signature
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Mobile Access
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 |
Free/Sandbox Others Lite Others Team Others Enterprise Others |
View Detailed Pricing
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View Detailed Pricing
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Screenshots | Not Available |
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Videos |
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Company Details | Located in: Newport Beach, California Founded in: 2012 | Located in: Miami, Florida Founded in: 2006 |
Contact Details |
+1 855-973-1646 https://insellerate.com/ |
Not available https://www.lendingwise.com/ |
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