Mortgage loan officers can now access a full CRM platform in one application
Mortgage CRM platform Insellerate has released a mobile app that equips loan officers with the tools they need to engage borrowers.
The new app enables loan officers to distribute leads, manage pipelines, automate best practices, and personalize the borrower's experience all through their mobile devices. Additionally, loan officers can access critical loan information without having to log into their LOS system.
Insellerate's mobile app also includes several capabilities, such as full lead management, lead distribution, click to call, inbound call routing, first call automation, and two-way compliant text messaging.
"It is critical to provide loan officers with the complete tools they need to engage with borrowers, deliver critical communication and content to close loans remotely," said Insellerate CEO Josh Friend. "We are the first in any industry to deliver full lead management, CRM and engagement platform into one dynamic mobile application. This app will radically transform borrower engagement while increasing retention and improving conversion rates."
The Insellerate platform features a full CRM and engagement functionality with built-in lead management and automated marketing.