Insellerate
By Insellerate
Loan Origination Software
Onetime(Perpetual License)
About
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 for 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 sends 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.
Key Features
- ✓ Audit Trail
- ✓ Compliance Management
- ✓ Workflow Management
- ✓ Chat (Messaging)
- ✓ e-Signature
- ✓ Client Management (Customer)
- ✓ Document Management
- ✓ Custom Workflows
- ✓ Mobile Access
- ✓ Collaboration
Pricing
Insellerate
USD0
- Intelligently distribute and manage leads
- Lead and workflow prioritization
- Mortgage centric sales
- marketing and realtor reports.
- In app voice and text communication
- Intelligently distribute and manage leads
- Lead and workflow prioritization
- Mortgage centric sales
- marketing and realtor reports.
- In app voice and text communication
User Reviews
+ Write a Review
AS
Adam Stein
Run Away
Insellerate failed our company miserably. We were running $300K-$400K in monthly lead spend through their CRM only to find that our phone numbers provided were coming up as SPAM and our SMS messages were not being delivered. At no point was Insellerate proa...
Frequently Asked Questions
How much does Insellerate cost?
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Insellerate offers 1 pricing plan(s):
- Insellerate — USD0.00
What is Insellerate used for?
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Insellerate is a Loan Origination Software solution. Top features include:
- Audit Trail
- Compliance Management
- Workflow Management
- Chat (Messaging)
- e-Signature
Does Insellerate offer a free trial?
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Insellerate does not currently offer a free trial.
What support does Insellerate provide?
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Insellerate provides Phone,Email,Online (Ticket) support.
Is Insellerate cloud-based or on-premise?
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Insellerate is Cloud Hosted software.
What training resources does Insellerate offer?
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Insellerate provides Help Guides,Video Guides,Blogs for training.
