Spot Score

Insellerate

Efficient, streamlined loan origination for faster closings.

(1)

Save to Favourites

Add to compare

Insellerate offers custom pricing plan

Request a Quote

Overview

Features

Pricing

Alternatives

Ratings

Media

Support

FAQs

What is Insellerate?

Affiliate Disclosure

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

View demo

Insellerate Features

Show Feature Explanation

Features Score:

Chat (Messaging)

Client Management (Customer)

Workflow Management

Custom Workflows

Insellerate Pricing

Visit website

Free Trial

Not available

Insellerate Pricing

Insellerate offers custom pricing plan

Pricing Model

Paid Plans (Quotation Based )

Visit website

Pricing Plans

Insellerate

Intelligently distribute and manage leads
Lead and workflow prioritization
Mortgage centric sales, marketing and realtor reports.
In app voice and text communication

Explore in-depth pricing

Free Insellerate Alternatives

OpenClose Lending Solution

Streamline your lending process ...

7.9

Good

Compare Insellerate vs OpenClose Lending Solution

Floify

Efficiency that accelerates the ...

9.7

Very Good

Compare Insellerate vs Floify

Loan Producer

Streamline loans from start to finish.

8.3

Good

Compare Insellerate vs Loan Producer

LendingWise

Streamlining the loan process, from ...

9.1

Excellent

Compare Insellerate vs LendingWise

LenderAssist

Streamlining lending processes for ...

7.9

Good

Compare Insellerate vs LenderAssist

Fundingo Loan Origination

Streamline the loan process, save ...

7.7

Compare Insellerate vs Fundingo Loan Origination

MortgageSimplify

Simplify the mortgage process, save ...

7.2

Compare Insellerate vs MortgageSimplify

PerfectLO

Streamline your loan process with ...

7.6

Compare Insellerate vs PerfectLO

StreamLoan

Simplify loans and exceed expectations.

8.2

Compare Insellerate vs StreamLoan

View all Insellerate alternatives

Insellerate Reviews & Ratings

Excellent

Based on 1 ratings & 30 reviews

Rating Distribution

Excellent

(30)

Very Good

(0)

Good

(0)

Poor

(0)

Terible

(0)

Expert's Review generated by AI

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

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 ...

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 ...

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 ...

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 ...

View all Reviews

Insellerate Support

Contact

+1 855-973-1646

Customer Service

Online

Location

Newport Beach, California

Reach out to Insellerate Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Insellerate is a Loan Origination Software. Insellerate offers Custom Workflows, Workflow Management, Chat (Messaging) and many more functionalities.

Some top alternatives to Insellerate includes OpenClose Lending Solution, Floify, Loan Producer, LendingWise and StreamLoan.

No, Insellerate doesn't provide API.

Yes, Insellerate provides a mobile app.

Insellerate is located in Newport Beach, California

Insellerate offers Quotation Based pricing model

We don't have information regarding integrations of the Insellerate as of now.

The starting price is not disclosed by Insellerate. You can visit Insellerate pricing page to get the latest pricing.

Researched by Rajat Gupta