Insellerate

Show rating breakdown
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
KV
Keith V.
Small-Business (50 or fewer emp.)
10/26/2023
Validated Reviewer
Verified Current User
Review source: Organic

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

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.
JH
Jonathan H.
Mid-Market (51-1000 emp.)
10/25/2023
Validated Reviewer
Verified Current User
Review source: Organic

It's easy to use

It's super easy to use and apps are pretty good
MF
Miranda F.
Market Development RepresentativeInformation Technology and ServicesSmall-Business (50 or fewer emp.)
08/08/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Powerful!

The lead manager doesnt have to switch between screens to manage leads, which saves time and promotes quick outcomes.

About

Contact

HQ Location:
Newport Beach, California

Social

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