Insellerate

"Best CRM i've used"

What do you like best about Insellerate? I use Insellerate legitimately every day to manage my leads and referral partners. I love how its very simple and organized without all the clutter most CRMs have. Everything you need for leads is all on one page and easy to find. Everything for referrall partners is all on one page with very little clutter. Due to those items its easy to pick up and learn the CRM from scratch since its not all over the place like other CRM's i've used have been. The ...

"Insellerate is the only CRM built with a mortgage call center in mind"

What do you like best about Insellerate? The user experience is fantasttic. Insellerate is the best system not only for lead managemnt, but also LO management as well. Sales activity is very easy to get insight into and manage from this CRM. In addition, this CRM is a whole solution for lead management, lead engagement, and LO management. What do you dislike about Insellerate? Compared to other crm, Insellerate is best in class What problems is Insellerate solving and how is that benefiting ...

"Insellerate is a game changer for our Direct to Consumer and Self-Gen sales teams."

What do you like best about Insellerate? IMO the best feature in Insellerate is "inFlow". To manage leads the LO does not need to jump between screens...all lead management on one page reduces wasted time. What do you dislike about Insellerate? Dislike might be too strong of a statement, however we don't pull enough data into Insellerate to run the reports our COO is looking for. We could pull more data into the system and create these reports, however we deployed a BI platform which ...

Excellent platform & customer support

Strongly recommend – Insellerate has enabled us to monitor and track the lifespan of our leads. Full access to automated text and email, marketing reports, accountability tools for our staff, etc. To top it off, they are integrated with our LOS, allowing for even more efficiency. Exceptional customer support, always there to help and brainstorm creative ways to utilize the CRM platform to its fullest potential!

"Exceptional platform & customer support!"

What do you like best about Insellerate? Strongly recommend – Insellerate has enabled us to monitor and track the lifespan of our leads. Full access to automated text and email, marketing reports, accountability tools for our staff, etc. To top it off, they are integrated with our LOS, allowing for even more efficiency. Exceptional customer support, always there to help and brainstorm creative ways to utilize the CRM platform to its fullest potential! What do you dislike about ...

"Exceptional CRM Solution for the Mortgage Industry"

What do you like best about Insellerate? 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 ...

A CRM Built By 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. We love Insellerate's ability to keep our sales team focused on the next action necessary to move the deal forward and providing an engagement ...

"A CRM Built for Mortgage Professionals for Mortgage Professionals"

What do you like best about Insellerate? 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. What do you dislike about Insellerate? I have not found many downsides compared to the other systems out ...

Great Partners

The partnership between Insellerate and Ladera Lending has been a game changer for our mortgage business. With Insellerate's cutting-edge automation platform and Ladera Lending's expertise, we've achieved remarkable success. The seamless integration, personalized interactions, and exceptional support have elevated our operations to new heights. Together, we are driving mortgage excellence like never before.

"Best in class CRM"

What do you like best about Insellerate? Super user friendly, easy to deploy with all the bells and whistles one would expect from a CRM but beyond that the team at Insellerate provides amazing customer service and helps customize their system to your needs. What do you dislike about Insellerate? nothing, couldn't he happier with Insellerate What problems is Insellerate solving and how is that benefiting you? A much needed CRM to manage pipeline, lead flow, marketing campaigns while gaining ...