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.

- 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 Manager Reporting - Pipeline View

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.