--- title: Insellerate Reviews meta_title: 'Insellerate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 25 reviews by the users' company size, role or industry to find out how Insellerate works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 25 scale: '5' date_modified: '2026-07-07' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # Insellerate Reviews **Vendor:** Insellerate **Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 25 ## About Insellerate Insellerate helps lenders close more loans by helping them engage intelligently with their borrowers. Insellerate is a Mortgage CRM that helps manage workflow, contact strategies, lead prioritization, referral partner relationships and reporting. Insellerate is also a standalone Engagement Platform that automates multi-channel marketing through social media, email, direct mail, SMS, Ringless Voicemail and phone calls. Insellerate has a vast library of pre-built strategies and content available to its customers along with industry best practices for better engagement, conversion and sales efficiency. ## Insellerate Reviews ### 1. Admin Insellerate User **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob D. | Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Insellerate?** Many features to choose from that are included with your price. Multiple upgrades to the product are released each quarter and there is good speedy support for any issues if they ever occur. Our company has integrated Insellerate with multiple other systems and it does not have an issue integrating. Our company is constantly changing and testing new lead providers and the ability to create new campaigns, groups, routing, status/activities with complete ease is monumental to our success. I use Marketing Report and Sales Manager daily. Easy quick look at what is going on with your LOs and marketing. **What do you dislike about Insellerate?** As an LO having your whole pipeline displayed with the current lead you are working is not entirely necessay. I would like it to just be the current lead you are working so the page doesn't have to take up a whole screen. **What problems is Insellerate solving and how is that benefiting you?** A uniform lead injection from providers. We have our call cadence built within the Intouch feature. Automation on lead status and activity. Data management. ### 2. Excellent Partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Insellerate?** Coming from a "more corporate" CRM to Insellerate has been a game changer for us. This is a major change for any mortgage company/call center, but we just didn't feel we were getting any traction with the old corporate CRM we left. They weren't innovating...they hadn't done anything new in 10 years, so it was time for a change. After getting through the standard system change issues and grumbling from our agents, Insellerate has become a well-liked and widely used asset to the company. We were also able to consolidate features we used from a handful of vendors into one offering from Insellerate, which makes managing the technology stack way more manageable. I strongly recommend you take a look. **What do you dislike about Insellerate?** Development requests take a while, but I think that's normal for any system. They do a great job of communicating their roadmap to their customers so you always know what's coming next. **What problems is Insellerate solving and how is that benefiting you?** Managing leads, post-close marketing with closing gifts, marketing automation emails/SMS, LOS integration for better pipeline management, integration with our dialer ### 3. Very cost-effective CRM with a lot of power behind it **Rating:** 5.0/5.0 stars **Reviewed by:** Keith V. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Insellerate?** For a small company, the price it very doable, especially for the power the system brings. The ability to load campaigns, and interface with our LOS as well as other systems has proven to be extremely beneficial. Now our leads can come from branches and be assigned immediately to a Loan Officer to reach out the member right away. Sometimes, the LO is catching the member right after they just left the branch. And the power of the digital platform for engagement has been very useful, allowing us to reach more members and non-members in an instant. **What do you dislike about Insellerate?** The dialing feature is great and i love that it records the conversation, but an auto dialer for large campaigns would be very helpful. **What problems is Insellerate solving and how is that benefiting you?** It has organized our Loan Officers so that they can follow up on leads effectively, giving us the best opportunity to service the member. ### 4. Powerful Mortgage CRM, Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Gerald S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Insellerate?** First off, the customer service and personal attention are outstanding. I always feel heard, and any support requests are responded to very quickly. But the real draw is the robust CRM functionality. The automation and reporting provide everything we need, and having a mobile app so we can view borrower status updates from a mobile device is awesome. **What do you dislike about Insellerate?** (Dislike would be a stretch) I love the concept of Agent Connect. I just think it has some kinks to work out. If this feature gets tightened up, you'll be a solid 10. **What problems is Insellerate solving and how is that benefiting you?** Managing contact lists, and automating media deployments so that we stay in contact with our various leads, clients, and real estate agent partners. ### 5. Insellerate CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Steve L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Insellerate?** The Insellerate CRM is a must have for Mortgage Professionals and Mortgage Lenders. I've been using Insellerate CRM since its inception. The Insellerate CRM system allows users to Manage their Leads, Nurture your contacts and to Drive sales. The Insellerate CRM is easy to navigate and exremely customizable for your individual needs. The Insellerate Customer Service is also fantastic. Always available and very quick to respond. I highly recommed the Insellerate CRM system for all your lead management needs. **What do you dislike about Insellerate?** In this ever changing market it can be difficult to keep up with the changes. I do feel that Insellerate does a great job in adding additional features and upgrades and making improvements to the CRM system to keep up with market and continue to drive sales and keep individuals in front of their clients. **What problems is Insellerate solving and how is that benefiting you?** The Insellerate CRM System allows for Lead Mangement and continued follow up and nurturing of your client data base. The Insellerate CRM Syatem really is an all in one system. ### 6. Best CRM i've used **Rating:** 5.0/5.0 stars **Reviewed by:** Chandler L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Insellerate?** I use Insellerate legitimately every day to manage my leads and referral partners. I love how its very simple and organized without all the clutter most CRMs have. Everything you need for leads is all on one page and easy to find. Everything for referrall partners is all on one page with very little clutter. Due to those items its easy to pick up and learn the CRM from scratch since its not all over the place like other CRM's i've used have been. The integrations are great. The referral partner section is a great way to be able to track who is sending you which customers. Its by far one of the better CRM's i've used. **What do you dislike about Insellerate?** I dont have much downside with Insellerate. All of the feedback that we have had, Insellerate has reviewed with us on ways to fix or adjust those specific items and they get fixed/adjusted very quickly. **What problems is Insellerate solving and how is that benefiting you?** There isn't any issues at hand currently. Insellerate worked with my branch on starting from scratch to a full blown working CRM in an incredibly small amount of time. Due to this there were of course some kinks here and there. Nothing over the top but they were fixed incredibly fast. ### 7. It only gets better and better **Rating:** 5.0/5.0 stars **Reviewed by:** Ali C. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Insellerate?** The lead management and report building for our loan originators. The UI is easy to use and organize leads and loans within inflow. As an admin I have built many specific reports that Loan Originators have requested which make it easy for them to log in and run the report. The customer support is always super quick and helpful, they always find a solution even if that means building something for our organization. **What do you dislike about Insellerate?** Very rarely, the system will have latency issues. Usually this does not last more than a couple of hours. **What problems is Insellerate solving and how is that benefiting you?** Lead management, report building for LOs, automated marketing, integrations with other tech systems ### 8. Excellent CRM, Tech, and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Insellerate?** The CRM can do so many things that others cannot. The team has been amazing as far as helping us customize how we do business and commicate with our partners and clients. It is easy to use. They system is something we juse on a daily basis and hourly as well. The integration with Encompass has been seamless. Implementation of the way we do busienss was great and the team over there helped us tremendously. The customer support team answers your question quickly! **What do you dislike about Insellerate?** The implementation did take a little while but once we set it up things are running smoothly now! **What problems is Insellerate solving and how is that benefiting you?** It has really optimized and autmated our follow up system with agents and clients both. It helps us stay in front of more clients and helps capture and retain more business. ### 9. Exceptional Service **Rating:** 5.0/5.0 stars **Reviewed by:** Chad C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Insellerate?** Great CRM that keeps getting better, highly recommend **What do you dislike about Insellerate?** There is nothing that I dislike about insellerate/ **What problems is Insellerate solving and how is that benefiting you?** Lead follow up ### 10. Insellerate is a game changer for our Direct to Consumer and Self-Gen sales teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Mark F. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Insellerate?** IMO the best feature in Insellerate is "inFlow". To manage leads the LO does not need to jump between screens...all lead management on one page reduces wasted time. **What do you dislike about Insellerate?** Dislike might be too strong of a statement, however we don't pull enough data into Insellerate to run the reports our COO is looking for. We could pull more data into the system and create these reports, however we deployed a BI platform which aggregates data from multiple systems for reporting. **What problems is Insellerate solving and how is that benefiting you?** Previously we had our CD team on a lead management platform and Self-Gen team on a marketing automation platform. The CD team also utilized the marketing automation platform. Our goal was to consoliate the two systems and Insellerate was the right choice. We onboarded Insellerate Q4 2019 and have been thrilled with the move. Of course onboarding has it's challenges, but Insellerates implementation team took the time necessary to map data from multitple systems, help us define our workflows and train our team on all essential elements of the platform. Managing duplicates is so much easier now that we are on one platform. Lead distribution used to be a train wreck, and now it's simple. The HTML editor added earlier this year was a huge upgrade that I didn't even know we needed...my artists create branded messaging using DreamWeaver, then we copy/paste the html code directly to inTouch. Writing the triggers for automated messaging became much easier when we moved to Insellerate too. I could go on and on with the problems we were having. Now when I hit a road block I meet with my Insellerate team and they help customize a solution. ### 11. A flexible and useful solution for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Insellerate?** The flexibility of the system allows you to create an organization-specific set of layers of rules statuses and tasks either with or without assistance of internal support. No nickel and dime fees and charges and helpful staff at all levels. they are also the one vendor I have that is CONSISTENTLY rolling out new features tools and enhancements. **What do you dislike about Insellerate?** Would like API to be more open, and more robust and flexible reporting options (although that has substantially improved) and some of UX in their Intouch module could use some refinement. **What problems is Insellerate solving and how is that benefiting you?** Lead contact and management ### 12. Exceptional platform & customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Venice L. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Insellerate?** Strongly recommend – Insellerate has enabled us to monitor and track the lifespan of our leads. Full access to automated text and email, marketing reports, accountability tools for our staff, etc. To top it off, they are integrated with our LOS, allowing for even more efficiency. Exceptional customer support, always there to help and brainstorm creative ways to utilize the CRM platform to its fullest potential! **What do you dislike about Insellerate?** Insellerate has been diligently building its web phone within the platform. It is still in the beta phase as of now. **What problems is Insellerate solving and how is that benefiting you?** Allows us to track better which leads are performing and which are not. Ability to analyze the overall lifespan of leads. Helps us hold our staff accountable with complete visibility as to when they are not adequately following up with existing clients. ### 13. csr **Rating:** 5.0/5.0 stars **Reviewed by:** Sondra H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Insellerate?** I like the way it works all the way around. It holds alot of information on our clients. Has alot of good features **What do you dislike about Insellerate?** Not very much I like it just the way it is **What problems is Insellerate solving and how is that benefiting you?** Making sure we get the information we need on the clients ### 14. Exceptional CRM Solution for the Mortgage Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew Y. | Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Insellerate?** Insellerate truly excels in several areas, but the standout feature for me is its ability to seamlessly organize and manage our customer contacts. The platform provides a centralized hub where we can store and access all relevant client information, including contact details, loan applications, and communication history. This feature has significantly enhanced our efficiency and productivity, as we no longer waste time searching through scattered records or manually updating spreadsheets. With Insellerate, we can easily track each customer's journey, ensuring personalized and timely interactions. Furthermore, the lead distribution capabilities of Insellerate are exceptional. The software allows us to efficiently distribute leads among our team members based on various criteria, such as location, expertise, or workload. This ensures that each lead is assigned to the most suitable loan officer, increasing the chances of successful conversions and providing a fair and balanced workload for our team. **What do you dislike about Insellerate?** While my experience with Insellerate has been overwhelmingly positive, there is one aspect that I believe could be further improved. The reporting feature, while functional and informative, does not offer the level of visual representation that I would prefer. As someone who appreciates data visualization for quick and intuitive analysis, I would love to see more visually engaging charts and graphs to present key metrics and insights. Enhancing the reporting capabilities with more visually appealing representations would further enhance the software's usability and provide a more intuitive understanding of our mortgage business performance **What problems is Insellerate solving and how is that benefiting you?** Insellerate effectively addresses several critical challenges faced by mortgage professionals. Firstly, it streamlines the management of customer contacts, ensuring that no lead or client slips through the cracks. By centralizing all relevant information and communication history, Insellerate helps us provide a highly personalized experience to our clients, fostering trust and loyalty. Moreover, Insellerate's lead distribution capabilities have eliminated the need for manual lead assignment, saving us valuable time and ensuring an equitable distribution among our team. This has led to increased productivity and enhanced customer satisfaction, as each lead is promptly and appropriately handled. Additionally, the contact strategy tools offered by Insellerate enable us to automate and optimize our communication workflows. By delivering timely updates, reminders, and marketing messages, we can engage with our customers at every stage of their mortgage journey, ultimately improving conversion rates and customer retention. Overall, Insellerate has significantly streamlined our CRM processes, improved efficiency, and enhanced our customer relationships. It is a robust and reliable software solution that I highly recommend to any mortgage professional looking to take their business to the next level. ### 15. Very powerful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jun P. | Sr Mortgage Banker, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Insellerate?** It's very intuitive! Tailored specially for LOs! **What do you dislike about Insellerate?** I really don't have enough time to think about one right...it could be awhile. **What problems is Insellerate solving and how is that benefiting you?** Keeping track of clients. ease of tracking leads to more fundings! ### 16. Insellerate Review **Rating:** 4.5/5.0 stars **Reviewed by:** Gabi F. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Insellerate?** - Willingness to work with us on custom requests - Meeting with us once a week to make sure everything is running smoothly and see if we have any new requests - Training on backend process so we have more control over our workflow if we want it - Engagement Platform - Custom Queues - Sales Mananger Reporting - Pipeline View **What do you dislike about Insellerate?** - No Gmail Integration, YET - No Zapier App **What problems is Insellerate solving and how is that benefiting you?** They are currently working on improving the engagement platform so Loan Originators can take marketing into their own hands if they wish to. They are able to send out their own mass emails and possibly SMS's in the future. ### 17. It's easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Insellerate?** It's super easy to use and apps are pretty good **What do you dislike about Insellerate?** I think I lose texts that I never receive a notifacation for or never pop up **What problems is Insellerate solving and how is that benefiting you?** It helps with automated follow up ### 18. Love this Platform- Best i ahve used in years **Rating:** 5.0/5.0 stars **Reviewed by:** John P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Insellerate?** Organization of pipeline clients Auto SMS **What do you dislike about Insellerate?** Tech issues constantly point of sale to consumer is lacking **What problems is Insellerate solving and how is that benefiting you?** organziation. follow up ### 19. Great lead interface **Rating:** 5.0/5.0 stars **Reviewed by:** Hyrum T. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Insellerate?** I like that I can clikc a lead and it will out bound through my work phone **What do you dislike about Insellerate?** I don't like how the email alert goes off and interacting with the email side of the tool **What problems is Insellerate solving and how is that benefiting you?** It is how I go after my lead source ### 20. Insellerate overall is pretty good, could use some minor tweaks **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Insellerate?** I like that everything is in one location and I can instantly see if the status of someones file before I reach out to them **What do you dislike about Insellerate?** I wish it had more capabilities and was slightly more functional **What problems is Insellerate solving and how is that benefiting you?** It helps us organize our clients efficiently ### 21. A CRM Built for Mortgage Professionals for Mortgage Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Tyson H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Insellerate?** The key to success in the mortgage industry is to properly and effectively managing your leads. I have not found a CRM that does it better than Insellerate. Unlike many of the other systems out there, it is apparent that the system was built by mortgage professionals for mortgage professionals. My team and I can not recommend it highly enough. **What do you dislike about Insellerate?** I have not found many downsides compared to the other systems out there. **What problems is Insellerate solving and how is that benefiting you?** Keeping our sales team focused on the next action necessary to move the deal forward and providing an engagement system that ensured all of our leads were being properly worked ### 22. Powerful! **Rating:** 4.5/5.0 stars **Reviewed by:** Miranda F. | Market Development Representative, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Insellerate?** The lead manager doesnt have to switch between screens to manage leads, which saves time and promotes quick outcomes. **What do you dislike about Insellerate?** Because its useful and informative, the reporting option doesnt provide as much visual information as I would want not awesome. **What problems is Insellerate solving and how is that benefiting you?** Offering a contract system that made sure all of our leads were getting correctly worked and keeping our sales team concentrated on the next step. ### 23. Insellerate is the only CRM built with a mortgage call center in mind **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Insellerate?** The user experience is fantasttic. Insellerate is the best system not only for lead managemnt, but also LO management as well. Sales activity is very easy to get insight into and manage from this CRM. In addition, this CRM is a whole solution for lead management, lead engagement, and LO management. **What do you dislike about Insellerate?** Compared to other crm, Insellerate is best in class **What problems is Insellerate solving and how is that benefiting you?** Lead managemnt, LO sctivity management ### 24. RUN AWAY! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Insellerate?** Cheaper seat licenses than SaleForce don't add up to a value when you lose money on a substandard service. **What do you dislike about Insellerate?** 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 proactive in diagnosing any of this. After a month of lost revenue we determined the issues and worked with Insellerate to resolve them - The costs of lost revenue and lead expense far outweighed any savings, or costs, associated with the CRM's failure. **What problems is Insellerate solving and how is that benefiting you?** None ### 25. Best in class CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | SVP, Retail Direct Platform, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2018 **What do you like best about Insellerate?** Super user friendly, easy to deploy with all the bells and whistles one would expect from a CRM but beyond that the team at Insellerate provides amazing customer service and helps customize their system to your needs. **What do you dislike about Insellerate?** nothing, couldn't he happier with Insellerate **What problems is Insellerate solving and how is that benefiting you?** A much needed CRM to manage pipeline, lead flow, marketing campaigns while gaining conversion efficiencies ## Insellerate Discussions - [What is Insellerate used for?](https://www.g2.com/discussions/what-is-insellerate-used-for) - [View Insellerate pricing details and edition comparison](https://www.g2.com/products/insellerate/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-16+03%3A05%3A04+-0500&secure%5Bsession_id%5D=c49d1867-e7c6-42ef-95fa-a1ec3ce5a0fe&secure%5Btoken%5D=f686ad17017c83ff699f2a572ddbed99d7fc31fcdfe7904f82f3a3ef1c3abbbe&format=llm_user) ## Insellerate Features **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top Insellerate Alternatives - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews) - [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews) - 4.9/5.0 (97 reviews) - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) - 4.2/5.0 (61 reviews)