[ Inselle... Reviews ](https://www.g2.com/products/insellerate/reviews) [ Inselle... Reviews ](https://www.g2.com/products/insellerate/reviews) # Insellerate Features ##### ## Loan Services (6) LOS Integration - Mortage CRM Easily integrates with loan origination solutions Alerts - Mortgage CRM Facilitates the creation and maintenance of relevant notifications for important dates Lender Relationship - Mortgage CRM Facilitates communication and relationship nurturing between lenders and loan officers Compliance - Mortgage CRM Facilitates or integrates with tools that ensure loan compliance Commercial Mortgages Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Client Management (16) Contact Management - Mortgage CRM Stores and manages contacts, leads, and prospects Real Estate CRM - Mortgage CRM Organizes prospect and client pipelines to align with loan and real estate requirements Email Marketing Automation - Mortgage CRM Automates email or other marketing campaign efforts Workflow Management Create, design and manage workflows for repetitive tasks Loan Management Distribution and delivery of funds to approved borrowers Document Management Store, manage, and track all electronic documents in a centralized location Escrow Management Automate maintenance of escrow accounts on behalf of borrowers Property Tax Management Calculation of consumption tax imposed on properties Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Borrower Management Searchable database of information about loan borrowers Pricing Management Tool used to determine accurate pricing and product eligibility for borrowers Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Refinance Management Task Management Create, manage and track all task activities and progression Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Residential Mortgages Show More ##### ## Agentic AI - Mortgage CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (29) Third Party Loan Origination Loan Servicing Process of collecting loan interest and escrow payments from a borrower. Outsource Processing Pre-Qualification The initial step in the mortgage workflow Loan Origination Process of securing a loan from a bank or any other lender. Visual Presentation Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities For Brokers Used by brokers Credit Reporting Report customer payment history and outstanding debts to credit bureaus Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Client Database Electronic storage of stakeholder contact information HUD Settlement Statements Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Government Loans For Borrowers Promissory Notes Multi-Branch Expand services to areas outside of the home location, functioning as an extension of the home location. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Lender Search Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Storage Store and organize documents in a centralized system Marketing Automation Automate workflows and trigger campaigns based on customer actions Contact Management Manage, organize, and store contact information Amortization Schedule Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Customer Statements Reports that show customers their invoices, payments, and balance on the account Electronic Applications Payment Tracking Track sent and received payments, invoices, and bills. 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