--- 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 & Product Details 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. * * * Seller [Insellerate](https://www.g2.com/sellers/insellerate) Discussions [Insellerate Community](https://www.g2.com/products/insellerate/discuss) Languages Supported English Solution Type All-in-One Overview by Sean Trout Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/insellerate/pricing) ## Top-Rated Alternatives [ ![Lead Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lead Management") Lead Management 4.5/5(157) ](https://www.g2.com/products/total-expert-lead-management/reviews) [ ![Shape Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shape Mortgage CRM") Shape Mortgage CRM 4.9/5(99) ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) [ ![Encompass Digital Mortgage Solution](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Encompass Digital Mortgage Solution") Encompass Digital Mortgage Solution 4.2/5(61) ](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) [ View All Alternatives ](https://www.g2.com/products/insellerate/competitors/alternatives) ## User Insights Average based on 25 real user reviews. Implementation Time 2 months [Log in to unlock pricing and user insights](/login) ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") AB Verified User in Banking Small-Business (50 or fewer emp.) 11/2/2023 "A flexible and useful solution for sales" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? Lead contact and management Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic VL Venice L. Mid-Market (51-1000 emp.) 6/6/2023 "Exceptional platform & customer support!" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SH Sondra H. Mid-Market (51-1000 emp.) 10/30/2023 "csr" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Insellerate? Not very much I like it just the way it is Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? Making sure we get the information we need on the clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AY Andrew Y. Banking Mid-Market (51-1000 emp.) 5/31/2023 "Exceptional CRM Solution for the Mortgage Industry" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jun P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jun P.") JP Jun P. Sr Mortgage Banker Mid-Market (51-1000 emp.) 11/2/2023 "Very powerful CRM" 5/5 What do you like best about Insellerate? It's very intuitive! Tailored specially for LOs! Review collected by and hosted on G2.com. What do you dislike about Insellerate? I really don't have enough time to think about one right...it could be awhile. Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? Keeping track of clients. ease of tracking leads to more fundings! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic GF Gabi F. Mid-Market (51-1000 emp.) 5/25/2023 "Insellerate Review" 4.5/5 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 Review collected by and hosted on G2.com. What do you dislike about Insellerate? - No Gmail Integration, YET - No Zapier App Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite JH Jonathan H. Mid-Market (51-1000 emp.) 10/25/2023 "It's easy to use" 4.5/5 What do you like best about Insellerate? It's super easy to use and apps are pretty good Review collected by and hosted on G2.com. What do you dislike about Insellerate? I think I lose texts that I never receive a notifacation for or never pop up Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? It helps with automated follow up Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JP John P. Mid-Market (51-1000 emp.) 11/2/2023 "Love this Platform- Best i ahve used in years" 5/5 What do you like best about Insellerate? Organization of pipeline clients Auto SMS Review collected by and hosted on G2.com. What do you dislike about Insellerate? Tech issues constantly point of sale to consumer is lacking Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? organziation. follow up Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic HT Hyrum T. Mid-Market (51-1000 emp.) 11/2/2023 "Great lead interface" 5/5 What do you like best about Insellerate? I like that I can clikc a lead and it will out bound through my work phone Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? It is how I go after my lead source Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 10/26/2023 "Insellerate overall is pretty good, could use some minor tweaks" 3.5/5 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 Review collected by and hosted on G2.com. What do you dislike about Insellerate? I wish it had more capabilities and was slightly more functional Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? It helps us organize our clients efficiently Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Insellerate? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Insellerate ](https://www.g2.com/products/insellerate/discussions/new) GU Guest User What is Insellerate used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-insellerate-used-for) [ View all Discussions ](https://www.g2.com/products/insellerate/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/insellerate/pricing) Insellerate Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cb62c1e94c41f57c31d0e9199c421054/total-expert-lead-management.jpg "Product Avatar Image") Total Expert 4.5/5(157) [ Compare Now ](https://www.g2.com/compare/insellerate-vs-total-expert-lead-management) ##### ##### Insellerate Features Loan Services LOS Integration - Mortage CRM Alerts - Mortgage CRM Lender Relationship - Mortgage CRM Client Management Contact Management - Mortgage CRM Real Estate CRM - Mortgage CRM Email Marketing Automation - Mortgage CRM [ View More Features ](https://www.g2.com/products/insellerate/features) ##### Categories on G2 [Mortgage CRM](https://www.g2.com/categories/mortgage-crm) ##### Explore More [Marketing Analytics Software Reviews](https://www.g2.com/discussions/best-marketing-analytics-tool-you-recommend-in-2025)[User-friendly demo automation software for sales teams](https://www.g2.com/discussions/what-s-the-most-user-friendly-demo-automation-software-for-sales-teams)[What website privacy auditing tools are best evaluated on cookie detection and tracking verification capabilities?](https://www.g2.com/discussions/what-website-privacy-auditing-tools-are-best-evaluated-on-cookie-detection-and-tracking-verification-capabilities) [What paid search intelligence tools are highest rated for helping marketing teams discover untapped keyword opportunities and find gaps in competitor coverage?](https://www.g2.com/discussions/what-paid-search-intelligence-tools-are-highest-rated-for-helping-marketing-teams-discover-untapped-keyword-opportunities-and-find-gaps-in-competitor-coverage)[What is the most secure password app for companies?](https://www.g2.com/discussions/what-is-the-most-secure-password-app-for-companies)[Which library management systems avoid adoption barriers and performance issues frequently mentioned by users at scale?](https://www.g2.com/discussions/which-library-management-systems-avoid-adoption-barriers-and-performance-issues-frequently-mentioned-by-users-at-scale) [Show MoreShow Less](javascript:void(0);)