OVERVIEW
Insellerate is industry-leading mortgage CRM that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management.
DESCRIPTION
Introduction to Insellerate
Insellerate CRM Software helps you transform leads into customers for life Use a modern crm to nurture contacts and drive sales performance. We help you achieve this through our Customer Experience Platform which offers Lead Management, Sales Enablement, Engagement Automation, a Mortgage Specific Content Library, Data Intelligence and Customer For Life Campaigns all in one comprehensive and highly scalable platform.
Key Features of Insellerate
- CRM & Lead Management
- Real-time automated communication
- Contact strategy management and automation
- Easy to use tools
- Automated loan status updates through text and email
- Reports on what realtor/referral partners are sending your business
- Automate branded marketing and co-marketing
- Priority alerts
- Insta-dial
- Lead routing
- Intelligent distribution and management of leads
- Inbound call routing
- Inbound & outbound call handling
- Lead & workflow prioritization
- Contact strategy management and automation
