Based on 9 reviews
Insellerate is an AI-powered CRM and marketing automation platform designed for financial institutions to unify customer data across multiple products and channels. Founded in 2012, the company helps lenders close more loans by improving borrower engagement through dynamic technology and content. The platform integrates with existing systems like legacy LOS, CRM, and dialers to automate workflows and support new technology without disruption.
The company is SOC 2 and SSAE 18 certified, which demonstrates its commitment to security and compliance for highly regulated businesses like banks with mortgage subsidiaries. This certification ensures that Insellerate meets the strictest standards required by the financial industry for data protection and operational trust.
Insellerate connects with over 1,300 APIs and has processed more than 1.1 billion API calls over the last 36 months. The platform has managed 34.8 million applications and captured 94.2 million new leads, proving its scalability at enterprise scale.
The platform supports multiple business lines including mortgage, auto, personal, consumer, and commercial products across retail, consumer-direct, wholesale, branch, broker, dealer, and digital channels. It unifies data from these diverse areas into a single scalable and configurable platform.
Insellerate offers a feature called the Insellerate Golden Record™, which combines intelligent automation, embedded AI, and multi-channel engagement to create a complete view of the customer. This helps institutions turn disconnected transactions into stronger, more valuable relationships.
The company provides dedicated onboarding specialists to help customers get started quickly, with most users up and running within 1-2 weeks. They also offer comprehensive training including live sessions and documentation to ensure teams can use the platform effectively.
Customers can book a personalized demonstration to see the platform in action and learn how it can transform their specific workflows. The company also provides direct phone support for urgent issues, available for enterprise clients only.
The platform is located in Costa Mesa, California, with a headquarters address at 20280 SW Acacia St Ste 230. The company can be reached via the business phone number 8559731646 for general inquiries.
The Trustburn rating for Insellerate is 4 out of 5 stars based on 9 reviews. The rating split shows a majority of positive feedback, with most reviewers giving 4 or 5 stars to the platform.
Many reviewers praise the platform for being intuitive, user-friendly, and effective at streamlining sales processes. They also highlight the responsive and helpful support team that is always ready to assist with inquiries or issues.
Some reviewers mention that the platform has helped them significantly improve their conversion rates and sales performance. Others note that the features provided have greatly enhanced their ability to track and manage leads effectively.
The company's website states that it was founded in 2012 by Josh Friend, who serves as the CEO and Founder. The leadership team has extensive experience building customers for life and understands the mortgage market deeply.
Insellerate claims to be built around how financial institutions operate, supporting multiple organizational structures and channels without forcing institutions to rebuild their operating model. This approach allows teams to spend less time adapting technology and more time improving engagement and growth.
The platform is designed to connect every system, including legacy LOS, CRM, POS, servicing, dialer, marketing, data, and core operating platforms. This connectivity helps unify fragmented systems and move data faster across the lending ecosystem.
The company emphasizes a partnership mindset, working alongside clients because their growth is considered the success of Insellerate. They also focus on continuous innovation to build for where financial services is going, not where it has been.
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Insellerate has been a game-changer for our sales team! 🎉 The platform is incredibly intuitive and user-friendly. It has helped us streamline our sales process and improve our overall efficiency. The support team is top-notch and always ready to assist. I can't recommend Insellerate enough to businesses looking to take their sales to the next level.
Insellerate is an incredible sales platform. It has helped our company achieve better sales results and improve our efficiency. The platform is user-friendly and provides valuable insights into our sales pipeline. The support team is responsive and always ready to assist. We are extremely satisfied with our experience with Insellerate.
Insellerate is amazing! 😊 Their platform has helped me streamline my sales process and improve my efficiency. The platform is very user-friendly, and the support team is always there to assist. I love how it helps me track and manage my leads effectively. I highly recommend Insellerate to any sales professional looking to boost their performance.
I have been using Insellerate for a while now and I must say that their service is excellent. The platform is user-friendly and the support team is always quick to respond to any inquiries or issues. The features provided by Insellerate have greatly improved our sales performance and conversion rates. I highly recommend Insellerate to any company looking to streamline their sales process.
Insellerate is simply the best! 😍 Their platform has revolutionized our sales process. It's so easy to use, and the results have been amazing. We have seen a significant increase in our conversion rates since implementing Insellerate. The support team is always there to help and their response time is excellent. I can't imagine running our business without Insellerate. Highly recommended! 👌
I've been using Insellerate for a few months now and it has exceeded my expectations. The platform is easy to use and has all the features I need to manage my sales pipeline effectively. The support team has been very responsive and helpful whenever I've had any questions or issues. I would highly recommend Insellerate to other sales professionals.
I recently started using this amazing sales platform and I am extremely impressed with the results. The platform is very intuitive and easy to use. It has helped me in enhancing my sales and generating more leads. The support team is friendly and always ready to assist. I highly recommend this platform to anyone looking to boost their sales.
I recently started using this sales platform and it has made a significant impact on my daily workflow. The platform itself is intuitive and easy to navigate. It has features that I didn't even know I needed. The support team has been very helpful in answering any questions or concerns I've had. Overall, I'm impressed with what Insellerate has to offer.
Insellerate is fantastic! The platform is intuitive, and the support team is always there to help. It has helped me streamline my sales process and enhance my productivity. I love how it helps me track and manage my leads effectively. Insellerate is a must-have for any sales professional looking to succeed!
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Insellerate helps lenders close more loans through better borrower engagement. The mortgage industry’s most innovative marketing and sales engagement platform. We deliver dynamic technology, strategy, and content for every channel of your business to ensure engagement throughout the borrower’s journey. Insellerate integrates with the software that is powering your business today and into the future. Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. SOC 2 and SSAE 18 certified, Insellerate is built to satisfy the most closely regulated businesses, including banks with mortgage subsidiaries.