Browse Software
List Your Product
Loading...

About Insellerate

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.

Screenshots & Videos

Video Thumbnail
Video Thumbnail

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Insellerate Features

Loan Origination Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

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

Audit Trail

A record of changes made in chronological order of a user or activity

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Mobile Access

Allows accessing the software and product/service related information from a mobile device

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Management

Ability to store and manage various information and documents in electronic format.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Insellerate Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 16/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Insellerate Pricing.

Insellerate Alternatives

View All Insellerate Alternatives

Insellerate Reviews

User Rating

4.7/5 (Based on 26 Ratings)

Ratings Distribution

  • Excellent

    88.5%
  • Very Good

    3.8%
  • Average

    0%
  • Poor

    0%
  • Terrible

    7.7%

Do You Use Insellerate?

Write a Review

Insellerate User Reviews

Videos on Insellerate

Insellerate FAQs

What is Insellerate used for?

Insellerate is Loan Origination Software. Insellerate offers the following functionalities:

  • Custom Workflows
  • Workflow Management
  • Chat (Messaging)
  • Client Management (Customer)

Learn more about Insellerate features.

What are the top alternatives for Insellerate?

Does Insellerate provide API?

No, Insellerate does not provide API.

Insellerate Contact

Vendor Details

Newport Beach, California Founded : 2012

Contact Details

+1 855-973-1646

https://insellerate.com/

Social Media Handles

Grid Report for Insellerate

Loading...

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed