---
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: '2026-08-07'
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. 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


## 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A50%3A25+-0500&secure%5Bsession_id%5D=177a1965-4469-4c8b-a705-2bf320ff5526&secure%5Btoken%5D=967ecf92cb32f3778d56fcecedf8d437b3cb18f4a0ca7a99c20fac64af1b75c0&format=llm_user)

## Insellerate Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
- Commercial Mortgages
- Third-Party Integrations

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
- Workflow Management
- Loan Management
- Document Management
- Escrow Management
- Property Tax Management
- Lead Management
- Borrower Management
- Pricing Management
- Pipeline Management
- Refinance Management
- Task Management
- Compliance Management
- Residential Mortgages

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Third Party Loan Origination
- Loan Servicing
- Outsource Processing
- Pre-Qualification
- Loan Origination
- Visual Presentation
- Accounting
- Activity Dashboard
- For Brokers
- Credit Reporting
- Generative AI
- API
- Client Database
- HUD Settlement Statements
- Search/Filter
- Government Loans
- For Borrowers
- Promissory Notes
- Multi-Branch
- AI Copilot
- Lender Search
- Reporting & Statistics
- Document Storage
- Marketing Automation
- Contact Management
- Amortization Schedule
- Customer Statements
- Electronic Applications
- Payment Tracking

## Top Insellerate Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) - 4.9/5.0 (99 reviews)
  - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) - 4.2/5.0 (61 reviews)