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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
JH
Jonathan H.
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.
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.
Verified User in Financial Services
UF
Verified User in Financial Services
07/31/2023
Validated Reviewer
Verified Current User
Review source: Organic

Insellerate is the only CRM built with a mortgage call center in mind

The user experience is fantasttic. Insellerate is the best system not only for lead managemnt, but also LO management as well. Sales activity is very easy to get insight into and manage from this CRM. In addition, this CRM is a whole solution for lead management, lead engagement, and LO management.

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