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Insellerate

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25 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.6
Serving customers since
2012

Profile Name

Star Rating

23
1
0
0
1

Insellerate Reviews

Review Filters
Profile Name
Star Rating
23
1
0
0
1
HT
Hyrum T.
11/02/2023
Validated Reviewer
Review source: Organic

Great lead interface

I like that I can clikc a lead and it will out bound through my work phone
Verified User in Banking
AB
Verified User in Banking
11/02/2023
Validated Reviewer
Verified Current User
Review source: Organic

A flexible and useful solution for sales

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.
Jun P.
JP
Jun P.
Senior Mortgage Banker for Ladera Lending, Inc
11/02/2023
Validated Reviewer
Verified Current User
Review source: Organic

Very powerful CRM

It's very intuitive! Tailored specially for LOs!

About

Contact

HQ Location:
Newport Beach, California

Social

@Insellerate

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