Insellerate

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4.7 out of 5 stars
26 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2012
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Insellerate Reviews

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Profile Name
Star Rating
24
1
0
0
1
JZ
Jeff Z.
Small-Business (50 or fewer emp.)
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 communicate with our partners and clients. It is easy to use. The system is something we use on a daily basis and hourly as well. The integration with Encompass has been seamless. Implementation of the way we do business was great and the team over there helped us tremendously. The customer support team answers your questions quickly!
Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
10/26/2023
Validated Reviewer
Verified Current User
Review source: Organic

Insellerate overall is pretty good, could use some minor tweaks

|Insellerate
I like that everything is in one location and I can instantly see if the status of someone's file before I reach out to them
KS
Kevin S.
Sr. Technology ManagerMid-Market (51-1000 emp.)
10/26/2023
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Excellent Partnership

|Insellerate
Coming from a "more corporate" CRM to Insellerate has been a game changer for us. This is a major change for any mortgage company/call center, but we just didn't feel we were getting any traction with the old corporate CRM we left. They weren't innovating...they hadn't done anything new in 10 years, so it was time for a change. After getting through the standard system change issues and grumbling from our agents, Insellerate has become a well-liked and widely used asset to the company. We were also able to consolidate features we used from a handful of vendors into one offering from Insellerate, which makes managing the technology stack way more manageable. I strongly recommend you take a look.

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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