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.

I have not found many downsides compared to the other systems out there. Review collected by and hosted on G2.com.

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.

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.

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.

Compared to other crm, Insellerate is best in class Review collected by and hosted on G2.com.

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.

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.

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.

nothing, couldn't he happier with Insellerate Review collected by and hosted on G2.com.