Insellerate

#7 in Mortgage CRM

Newport Beach, California

Products on G2

Total reviews

4.7

Avg. star rating

Insellerate ranks #7 in Mortgage CRM.
Insellerate's 1 product span 1 category on G2.
Mid-Market is the largest segment among reviewers, at 61.5%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Insellerate's products.

Page views and citations · Insellerate

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Zoho

1 switched

Salesforce

1 switched

Follow up Boss

1 switched

Losing to

Based on reviewers of other products who said they switched from Insellerate.

Regal Voice

2 switched

Key stats

—

Mid-Market

2012

Newport Beach, California

Adoption by company size

Segment	Share of reviews
Small Business	30.8%
Mid-Market	61.5%
Enterprise	7.7%

Quarterly history

Quarter	Total reviews	Avg. rating

About Insellerate

Insellerate is a comprehensive Customer Relationship Management (CRM) and marketing automation platform designed specifically for the mortgage industry. It helps lenders close more loans through better borrower engagement and deep data insights. Insellerate's platform enables real-time CRM and engagement automation, providing tools to enhance every stage of the loan process—from lead management to borrower retention. The company's solutions are tailored to streamline operations, improve lead conversion rates, and assist lenders in maintaining strong relationships with their customers. Their innovative approach integrates mobile apps, email marketing, social media, and direct mail campaign strategies into one seamless system.

Products

Insellerate

by Insellerate · 26 reviews

4.7

Showing 1 of 1

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