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Insellerate

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4.6 out of 5 stars
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

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Profile Name
Star Rating
23
1
0
0
1
JD
Jacob D.
10/26/2023
Validated Reviewer
Verified Current User
Review source: Organic

Admin Insellerate User

|Insellerate
Many features to choose from that are included with your price. Multiple upgrades to the product are released each quarter and there is good speedy support for any issues if they ever occur. Our company has integrated Insellerate with multiple other systems and it does not have an issue integrating. Our company is constantly changing and testing new lead providers and the ability to create new campaigns, groups, routing, status/activities with complete ease is monumental to our success. I use Marketing Report and Sales Manager daily. Easy quick look at what is going on with your LOs and marketing.
CL
Chandler L.
10/26/2023
Validated Reviewer
Review source: Organic

Best CRM i've used

|Insellerate
I use Insellerate legitimately every day to manage my leads and referral partners. I love how its very simple and organized without all the clutter most CRMs have. Everything you need for leads is all on one page and easy to find. Everything for referrall partners is all on one page with very little clutter. Due to those items its easy to pick up and learn the CRM from scratch since its not all over the place like other CRM's i've used have been. The integrations are great. The referral partner section is a great way to be able to track who is sending you which customers. Its by far one of the better CRM's i've used.
JZ
Jeff Z.
10/26/2023
Validated Reviewer
Review source: Organic

Excellent CRM, Tech, and Support

|Insellerate
The CRM can do so many things that others cannot. The team has been amazing as far as helping us customize how we do business and commicate with our partners and clients. It is easy to use. They system is something we juse on a daily basis and hourly as well. The integration with Encompass has been seamless. Implementation of the way we do busienss was great and the team over there helped us tremendously. The customer support team answers your question quickly!

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