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Insellerate Claim

The True Mortgage CRM & Engagement Tool

Insellerate Overview

Insellerate is a cutting-edge Customer Relationship Management (CRM) software, particularly crafted for the mortgage industry. It excels in automating and personalizing borrower engagement, significantly enhancing customer experiences. Its standout feature is the intelligent lead management system, which efficiently prioritizes and assigns leads, ensuring timely follow-ups. Insellerate's robust marketing automation tools enable targeted campaigns, fostering better client relationships. The software integrates seamlessly with loan origination systems, streamlining the loan process. Its mobile app extends functionality, allowing users to engage with clients on-the-go. Real-time analytics offer deep insights into performance, aiding in strategic decision-making. Insellerate's compliance management ensures adherence to industry standards, making it a secure and effective solution for mortgage professionals aiming to optimize their sales and marketing efforts.

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Insellerate Screenshot & Video

Contact Details

  • Vendor Name Insellerate
  • Founded 2012
  • Location United States
  • Employees 11-50

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


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Insellerate Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Project Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Onboarding
  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Audit Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Contract/License Management
  • Arrow Icon Invoice Processing
  • Arrow Icon Transaction History
  • Arrow Icon Sourcing Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Offboarding
  • Arrow Icon Vendor Payment
  • Arrow Icon Procurement Management

Insellerate Pricing

Pricing Type

  • NA

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Insellerate FAQs

Insellerate is a cutting-edge Customer Relationship Management (CRM) software, particularly crafted for the mortgage industry. It excels in automating and personalizing borrower engagement, significantly enhancing customer experiences. Its standout feature is the intelligent lead management system, which efficiently prioritizes and assigns leads, ensuring timely follow-ups. Insellerate's robust marketing automation tools enable targeted campaigns, fostering better client relationships. The software integrates seamlessly with loan origination systems, streamlining the loan process. Its mobile app extends functionality, allowing users to engage with clients on-the-go. Real-time analytics offer deep insights into performance, aiding in strategic decision-making. Insellerate's compliance management ensures adherence to industry standards, making it a secure and effective solution for mortgage professionals aiming to optimize their sales and marketing efforts.

  • No, Insellerate does not offer a free version.

  • No, Insellerate does not offer any free trial.

  • No, Credit Card details are not required for the Insellerate trial.

  • No, Insellerate does not offer an API.

  • Insellerate supports the following languages:
    • English

  • Following are the typical users of the Insellerate:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Insellerate supports the following deployment:
    • Cloud Hosted

  • Insellerate supports the following devices and operating systems:
    • Web-Based