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89% 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

Mortgage Builder logo
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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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Overview

Description Mortgage Builder is a loan origination software solution that empowers teams to react rapidly to changing laws, and configure specific processes that are available for today's lenders. It assists you in increasing productivity, closing more loans faster, and reducing expensive errors that can lead to compliance issues. Mortgage Builder offers all of the tools and connectors you need to keep your operations running smoothly, from origination through post-closing to service. The platform provides assistance, not just for implementation, but also for all "in-between" questions too and there are no hidden expenses or user fees with MB. The price you quoted is the price you'll pay for the duration of your contract. With Mortgage Builder, you pay a one-time setup cost, a monthly membership fee, and a fee for each loan processed and not a penny more. It also provides free platform training, online training materials that are available 24 hours a day, and a series of customer advisory board events and town halls where you can discuss your ideas, concerns, and solutions. Additionally, every contract also includes automatic volume discounts. Read more 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
Pricing Options
  • Free Trial Not Available
  • Mortgage Builder Offers Custom plan.
  • Free Trial Not Available
  • Insellerate Offers Custom plan.
SW Score & Breakdown

89% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    94%
  • Reviews
    70%
  • Momentum
    61%
  • Popularity
    70%

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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    81%
  • Momentum
    60%
  • Popularity
    82%

Features

Total Features
7 Features
4 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 4 More - Show Less
    • Audit Trail A record of changes made in chronological order of a user or activity
      Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
      Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
      Collaboration Helps you safely share data with only those who matter and enhances your teamwork
      Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
      Custom Workflows Facility to create workflows with custom stages, process, and status.
      Document Management Ability to store and manage various information and documents in electronic format.
      Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Online
    • 24/7 (Live rep)
    • Online

    Reviews & Ratings

    User Rating
    3.2/5 2 user ratings
    4.7/5 28 user ratings
    Ratings Distribution
    • Excellent

      0%
    • Very Good

      40%
    • Average

      40%
    • Poor

      20%
    • Terrible

      0%
    • Excellent

      88.5%
    • Very Good

      3.8%
    • Average

      0%
    • Poor

      0%
    • Terrible

      7.7%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Mortgage Builder Offers Custom plan.
    • Free Trial Not Available
    • Insellerate Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Mortgage Builder Custom

    Insellerate Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Southfield, Michigan Located in: Newport Beach, California Founded in: 2012
    Contact Details

    800.850.8060

    https://www.mortgagebuilder.com/

    +1 855-973-1646

    https://insellerate.com/

    Social Media Handles

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