Insellerate

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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

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Profile Name
Star Rating
24
1
0
0
1
Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
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 fantastic. Insellerate is the best system not only for lead management, 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.
MF
Mark F.
Mid-Market (51-1000 emp.)
07/24/2023
Validated Reviewer
Review source: Organic

Insellerate is a game changer for our Direct to Consumer and Self-Gen sales teams.

IMO the best feature in Insellerate is "inFlow". To manage leads the LO does not need to jump between screens...all lead management on one page reduces wasted time.
VL
Venice L.
Director of SalesMid-Market (51-1000 emp.)
06/06/2023
Validated Reviewer
Verified Current User
Review source: Organic

Exceptional platform & customer support!

Strongly recommend – Insellerate has enabled us to monitor and track the lifespan of our leads. Full access to automated text and email, marketing reports, accountability tools for our staff, etc. To top it off, they are integrated with our LOS, allowing for even more efficiency. Exceptional customer support, always there to help and brainstorm creative ways to utilize the CRM platform to its fullest potential!

About

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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