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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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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
Visit Website
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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 | XetusOne offers greater efficiency, lower costs, tighter data integrity, and stricter compliance than traditional loan-origination systems. Xetus software presents each user with an intuitive interface tailored to that person's role. Help is just a phone call away, and most users take just hours to master XetusOne. Users collaborate in real-time to process mortgage loans collaboratively, in real-time. Underwriters and processors pass control back and forth while nailing critical details. Xetus bills each loan folder independently, with pricing that passes straight through to the borrower HUD-1. Read more |
Pricing Options |
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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
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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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Total Features |
4 Features
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7 Features
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Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Workflow Management
e-Signature
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Collaboration
Compliance Management
Custom Workflows
Document Management
Workflow Management
e-Signature
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Not Available
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Rating Distribution |
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Not Available
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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 |
XetusOne 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: Burlingame, California |
Contact Details |
+1 855-973-1646 https://insellerate.com/ |
Not available https://www.xetusone.com/ |
Social Media Handles |
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