Insellerate is Loan Origination Software that, when used in tandem with industry leading e-Docs product, allows the lender to easily convert a buyer's loan application, credit bureau report and other pertinent documents into an e-Docs compatible format for closing. The process is direct and streamlined for the borrower, allowing for a faster and more efficient closing as well as minimizing liability risk.
Pricing
Insellerate offers custom pricing plan
Customer Type
Large Enterprises
Medium Business
Small Business
Platform Type
SaaS/Web/Cloud
Mobile - iOS
Insellerate software demo
Insellerate has not given any software demo yet
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Insellerate stands out as a powerful CRM solution tailored for Mortgage Professionals and Lenders. Users praise its intuitive interface, lead management capabilities, and customizable features that streamline lead nurturing and sales processes. The system's ability to manage clients, organize pipelines, and provide automated marketing tools significantly benefits ...Read more
Insellerate pros and cons
The Insellerate CRM is tailored for Mortgage Professionals, making it intuitive and easy to navigate.
Excellent customer service with quick response times and proactive support to meet individual needs.
The system allows for lead management, nurturing, and report building, enhancing organization and efficiency.
Customizable campaigns, lead distribution capabilities, and thorough automation streamline workflows and increase productivity.
Integration with LOS and other systems for seamless operations and enhanced data management.
Some users find the reporting feature lacks visually appealing representations, which could enhance data analysis and understanding.
The system may have occasional latency issues, impacting operations for short periods.
Limited availability of an auto-dialer feature for large campaigns, affecting efficiency in outreach efforts.
User Review
SL
Steve L
11/02/23
5 out of 5
"Insellerate CRM"
What do you like best about Insellerate?
The Insellerate CRM is a must have for Mortgage Professionals and Mortgage Lenders. I've been using ...
Read more
JP
John P
11/02/23
5 out of 5
"Love this Platform- Best i ahve used in years"
What do you like best about Insellerate?
Organization of pipeline clients
Auto SMS
What do you dislike about Insellerate?
Tech issues constantly
point ...
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HT
Hyrum T
11/02/23
5 out of 5
"Great lead interface"
What do you like best about Insellerate?
I like that I can clikc a lead and it will out bound through my work phone
What do you dislike about ...
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JP
Jun P
11/02/23
5 out of 5
"Very powerful CRM"
What do you like best about Insellerate?
It's very intuitive! Tailored specially for LOs!
What do you dislike about Insellerate?
I really don't have ...