--- 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) ![Tyson H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyson H.") TH Tyson H. Small-Business (50 or fewer emp.) 5/24/2023 "A CRM Built for Mortgage Professionals for Mortgage Professionals" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Insellerate? I have not found many downsides compared to the other systems out there. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MF Miranda F. Market Development Representative Information Technology and Services Small-Business (50 or fewer emp.) 8/8/2023 "Powerful!" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 7/31/2023 "Insellerate is the only CRM built with a mortgage call center in mind" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Insellerate? Compared to other crm, Insellerate is best in class Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? Lead managemnt, LO sctivity management Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 5/4/2023 "RUN AWAY!" 0/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Insellerate solving and how is that benefiting you? None Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Michael B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael B.") MB Michael B. SVP, Retail Direct Platform Financial Services Mid-Market (51-1000 emp.) 2/21/2018 "Best in class CRM" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Insellerate? nothing, couldn't he happier with Insellerate Review collected by and hosted on G2.com. 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 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);)