8.4
Spot Score
Efficient, streamlined loan origination for faster closings.
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Insellerate offers custom pricing plan
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
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.
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.
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JP
Jun P
11/02/23
"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 enough time to think about one right...it could be awhile. What problems is Insellerate solving and how is that benefiting you? Keeping track of clients. ease of tracking leads to more fundings!
HT
Hyrum T
11/02/23
"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 Insellerate? I don't like how the email alert goes off and interacting with the email side of the tool What problems is Insellerate solving and how is that benefiting you? It is how I go after my lead source
JP
John P
11/02/23
"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 of sale to consumer is lacking What problems is Insellerate solving and how is that benefiting you? organziation. follow up
SL
Steve L
11/02/23
"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 Insellerate CRM since its inception. The Insellerate CRM system allows users to Manage their Leads, Nurture your contacts and to Drive sales. The Insellerate CRM is easy to navigate and exremely customizable for your individual needs. The Insellerate Customer Service is also fantastic. Always available and very quick to respond. I highly recommed the ...
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AC
Ali C
11/01/23
"It only gets better and better"
What do you like best about Insellerate? The lead management and report building for our loan originators. The UI is easy to use and organize leads and loans within inflow. As an admin I have built many specific reports that Loan Originators have requested which make it easy for them to log in and run the report. The customer support is always super quick and helpful, they always find a solution even if that means building something for our organization. What do you dislike about ...
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SH
Sondra H
10/30/23
"csr"
What do you like best about Insellerate? I like the way it works all the way around. It holds alot of information on our clients. Has alot of good features What do you dislike about Insellerate? Not very much I like it just the way it is What problems is Insellerate solving and how is that benefiting you? Making sure we get the information we need on the clients
JD
Jacob D
10/26/23
"Admin Insellerate User"
What do you like best about Insellerate? Many features to choose from that are included with your price. Multiple upgrades to the product are released each quarter and there is good speedy support for any issues if they ever occur. Our company has integrated Insellerate with multiple other systems and it does not have an issue integrating. Our company is constantly changing and testing new lead providers and the ability to create new campaigns, groups, routing, status/activities with ...
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JZ
Jeff Z
10/26/23
"Excellent CRM, Tech, and Support"
What do you like best about Insellerate? The CRM can do so many things that others cannot. The team has been amazing as far as helping us customize how we do business and commicate with our partners and clients. It is easy to use. They system is something we juse on a daily basis and hourly as well. The integration with Encompass has been seamless. Implementation of the way we do busienss was great and the team over there helped us tremendously. The customer support team answers your ...
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KS
Kevin S
10/26/23
"Excellent Partnership"
What do you like best about Insellerate? Coming from a "more corporate" CRM to Insellerate has been a game changer for us. This is a major change for any mortgage company/call center, but we just didn't feel we were getting any traction with the old corporate CRM we left. They weren't innovating...they hadn't done anything new in 10 years, so it was time for a change. After getting through the standard system change issues and grumbling from our agents, Insellerate has become a well-liked ...
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KV
Keith V
10/26/23
"Very cost-effective CRM with a lot of power behind it"
What do you like best about Insellerate? For a small company, the price it very doable, especially for the power the system brings. The ability to load campaigns, and interface with our LOS as well as other systems has proven to be extremely beneficial. Now our leads can come from branches and be assigned immediately to a Loan Officer to reach out the member right away. Sometimes, the LO is catching the member right after they just left the branch. And the power of the digital platform for ...
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