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.

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!

Insellerate truly excels in several areas, but the standout feature for me is its ability to seamlessly organize and manage our customer contacts. The platform provides a centralized hub where we can store and access all relevant client information, including contact details, loan applications, and communication history. This feature has significantly enhanced our efficiency and productivity, as we no longer waste time searching through scattered records or manually updating spreadsheets. With Insellerate, we can easily track each customer's journey, ensuring personalized and timely interactions. Furthermore, the lead distribution capabilities of Insellerate are exceptional. The software allows us to efficiently distribute leads among our team members based on various criteria, such as location, expertise, or workload. This ensures that each lead is assigned to the most suitable loan officer, increasing the chances of successful conversions and providing a fair and balanced workload for our team.