CRM and Lead management system.

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Insellerate helps lenders close more loans by helping them engage intelligently with their borrowers. Insellerate is a Mortgage CRM that helps manage workflow, contact strategies, lead prioritization, referral partner relationships and reporting. Insellerate is also a standalone Engagement Platform that automates multi-channel marketing through social media, email, direct mail, SMS, Ringless Voicemail and phone calls. Insellerate has a vast library of pre-built strategies and content available to its customers along with industry best practices for better engagement, conversion and sales efficiency.
United States
3 Industries
1 Language
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Screenshot & Video



  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac


  • Chat
  • Phone
  • 24x7 Support

Knowledge Base

  • Help Guides
  • Video
  • Blog
  • Webinars

Insellerate Core Features


  • Contact Management
  • Email Integration
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation

Lead Management

  • Campaign Management
  • Contact Management
  • Lead Distribution
  • Lead Scoring
  • Reporting & Analytics
  • Sales Tracking

Loan Origination

  • Customer Management
  • Document Management
  • Loan Processing

Task Management

  • Collaboration Tool
  • Document Management
  • Portfolio Management
  • Progress Tracking
  • Project Planning
  • Reporting
  • Task Management
  • Team Collaboration

Insellerate Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based

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