Insellerate

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26 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2012

Profile Name

Star Rating

24
1
0
0
1

Insellerate Reviews

Review Filters
Profile Name
Star Rating
24
1
0
0
1
Marshall G.
MG
Marshall G.
CEOMid-Market (51-1000 emp.)
10/23/2026
Validated Reviewer
Verified Current User
Review source: Organic

Intuitive insellerate Software Backed by a Responsive Mortgage-Savvy Team

We've been a customer of insellerate for nearly 7 years. Their team is responsive and understands the needs of mortgage companies. They were mortgage people turned software people. They get it. The software is intuitive and provides the functionality we need to grow our mortgage company.
CC
Chad C.
Small-Business (50 or fewer emp.)
01/31/2024
Validated Reviewer
Verified Current User
Review source: Organic

Exceptional Service

Great CRM that keeps getting better, highly recommend
Gerald S.
GS
Gerald S.
Mid-Market (51-1000 emp.)
11/03/2023
Validated Reviewer
Verified Current User
Review source: Organic

Powerful Mortgage CRM, Excellent Customer Service

First off, the customer service and personal attention are outstanding. I always feel heard, and any support requests are responded to very quickly. But the real draw is the robust CRM functionality. The automation and reporting provide everything we need, and having a mobile app so we can view borrower status updates from a mobile device is awesome.

About

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HQ Location:
Newport Beach, California

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What is Insellerate?

Insellerate is a comprehensive Customer Relationship Management (CRM) and marketing automation platform designed specifically for the mortgage industry. It helps lenders close more loans through better borrower engagement and deep data insights. Insellerate's platform enables real-time CRM and engagement automation, providing tools to enhance every stage of the loan process—from lead management to borrower retention. The company's solutions are tailored to streamline operations, improve lead conversion rates, and assist lenders in maintaining strong relationships with their customers. Their innovative approach integrates mobile apps, email marketing, social media, and direct mail campaign strategies into one seamless system.

Details

Year Founded
2012