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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

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Profile Name
Star Rating
23
1
0
0
1
GF
Gabi F.
05/25/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Insellerate Review

- Willingness to work with us on custom requests - Meeting with us once a week to make sure everything is running smoothly and see if we have any new requests - Training on backend process so we have more control over our workflow if we want it - Engagement Platform - Custom Queues - Sales Mananger Reporting - Pipeline View
Tyson H.
TH
Tyson H.
05/24/2023
Validated Reviewer
Review source: Organic

A CRM Built for Mortgage Professionals for Mortgage Professionals

The key to success in the mortgage industry is to properly and effectively managing your leads. I have not found a CRM that does it better than Insellerate. Unlike many of the other systems out there, it is apparent that the system was built by mortgage professionals for mortgage professionals. My team and I can not recommend it highly enough.
Verified User in Financial Services
AF
Verified User in Financial Services
05/04/2023
Validated Reviewer
Review source: Organic

RUN AWAY!

Cheaper seat licenses than SaleForce don't add up to a value when you lose money on a substandard service.

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