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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
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1

Insellerate Reviews

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Profile Name
Star Rating
23
1
0
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1
Verified User in Financial Services
UF
Verified User in Financial Services
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 someones file before I reach out to them
KS
Kevin S.
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.
KV
Keith V.
10/26/2023
Validated Reviewer
Verified Current User
Review source: Organic

Very cost-effective CRM with a lot of power behind it

|Insellerate
For a small company, the price it very doable, especially for the power the system brings. The ability to load campaigns, and interface with our LOS as well as other systems has proven to be extremely beneficial. Now our leads can come from branches and be assigned immediately to a Loan Officer to reach out the member right away. Sometimes, the LO is catching the member right after they just left the branch. And the power of the digital platform for engagement has been very useful, allowing us to reach more members and non-members in an instant.

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