the leading mortgage Lead Management, CRM & Engagement Platform that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announces the first-of-its-kind Mobile app.
This ground-breaking mobile app delivers full lead management, lead distribution, click to call, inbound call routing, first call automation, and two-way compliant text messaging and provides access to critical loan information without having to use a laptop or log into their LOS system. It also empowers loan officers by intelligently distributing leads, managing pipelines, prioritizing their day, automating best practices, and personalizing the borrower's journey all from their mobile application. Allowing loan officers to connect in real-time with referral partners, sellers and buyer agents to better manage the borrower journey while building customers for life.
Insellerate is the first in any industry to deliver a full Lead Management, CRM & Engagement platform into one dynamic mobile application. This app will radically transform borrower engagement while increasing retention and improving conversion rates.
Built by mortgage professionals, the Insellerate platform has full CRM & Engagement functionality with built-in lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail, and customer monitoring-anytime, anywhere.
This is the first system to allow lenders to capture all of their borrower information, whether in person, on the phone, by text, or online, to manage and interact in real-time.
Lenders will also experience greater user adoption and efficiency lifts from this app.
LOs will use the technology more often now that they always have access to their pipeline information without using laptops or PCs. The app makes use of Alerts, new lead notification, contact strategy management, for critical items like rate lock dates, appraisal order, and received dates.
Imagine being remote, and the LO can see rate locks. They're talking to a client, and they can look at their file, see what the current terms are, see where they are in the process, and look at when the rate expires, and then access who the real estate agent is on that file, and give them a call or text right from the mobile app, all compliantly.
This first of its kind app will increase LOs ability to prospect through better borrower engagement. By capturing all of the borrower data instantly in combination with our engagement platform and using alerts and prioritization, it allows LOs to be super-efficient and spend the right time with the right borrowers/prospects and referral partners. It also allows LO's to manage and prospect with their referral partners and real estate agents.