Insellerate

Newport Beach, California, USA · ≈38 employees · insellerate.com

Insellerate is an AI-powered customer relationship management (CRM) and marketing automation platform tailored for financial institutions, especially mortgage lenders and servicers. Founded in 2012 and based in Newport Beach, California, Insellerate focuses on transforming the borrower journey into a lasting relationship, enhancing borrower conversions, customer retention, and acquisition processes. The company's flagship offering is the Customer Experience Platform, a scalable, cloud-based solution that integrates various lending channels and digital touchpoints. Key features include lead management, sales enablement tools, a built-in CRM, engagement automation, and a mortgage-specific content library. Insellerate supports over 1,300 APIs, ensuring seamless connectivity with existing systems. Insellerate serves a diverse range of clients, primarily in the mortgage lending sector, but also extends its services to debt settlement, insurance, and loan servicing industries. The platform has facilitated over 10 million borrower applications and boasts significant monthly funded volumes, making it a vital tool for loan officers and financial institutions looking to enhance their operational efficiency and customer relationships.