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.

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.

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.

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.

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.

Not very much I like it just the way it is Review collected by and hosted on G2.com.

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.

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.

It's very intuitive! Tailored specially for LOs! Review collected by and hosted on G2.com.

I really don't have enough time to think about one right...it could be awhile. Review collected by and hosted on G2.com.

- 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.

- No Gmail Integration, YET

- No Zapier App Review collected by and hosted on G2.com.

It's super easy to use and apps are pretty good Review collected by and hosted on G2.com.

I think I lose texts that I never receive a notifacation for or never pop up Review collected by and hosted on G2.com.

Organization of pipeline clients

Auto SMS Review collected by and hosted on G2.com.

Tech issues constantly

point of sale to consumer is lacking Review collected by and hosted on G2.com.

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.

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.

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.

I wish it had more capabilities and was slightly more functional Review collected by and hosted on G2.com.