Cross-Sector / Enterprise Fintech › Customer & Sales › Lead Management

Insellerate

Mortgage CRM, lead management and borrower engagement platform built for lenders across every lending channel.

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Overview

Insellerate is a mortgage-focused CRM and lead management platform that helps lenders engage borrowers, distribute and prioritize leads, and automate marketing across retail, wholesale, TPO, consumer direct and reverse lending channels.

The platform combines lead distribution, referral partner management and multi-channel outreach so loan teams can follow up consistently and convert more borrowers throughout the loan lifecycle.

Key Features

+ Mortgage CRM with built-in lead management
+ Intelligent lead distribution and prioritization
+ Multi-channel borrower outreach across email, text and phone
+ Marketing automation and campaign workflows
+ Referral partner management
+ Support for retail, wholesale, TPO and consumer direct channels

Integrations

Open APILoan origination systems

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