Insellerate — Mortgage CRM

Insellerate combines mortgage CRM, lead management, an omni-channel dialer, and marketing automation in one platform, targeting IMBs and consumer-direct sh

Category: Mortgage CRM

Mortgage CRM + lead management + dialer.

Insellerate combines mortgage CRM, lead management, an omni-channel dialer, and marketing automation in one platform, targeting IMBs and consumer-direct shops.

Best for

Consumer-direct and lead-buy shops.

Key capabilities

• Omni-channel dialer
• Lead routing
• Marketing automation
• LOS integrations

Headquarters: Costa Mesa, CA

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For loan officers

Insellerate handles your file. We handle the follow-up.

Keep every borrower and referral partner warm while the file moves, without hiring an assistant.

• Automated follow-up on every lead
• Realtor partner updates and co-marketing
• Rate-drop and equity alerts on past clients

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