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Benefits of Using the Insellerate Partner Workflow

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titleSee some Partner API and Integration Examples

Examples:

  • Bulk Partner Creation

  • Send Webhook to trigger a 3rd party integration when a status or activity changes

  • Send a Webhook when a Field is updated with a value to a 3rd party integration.

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Related Partner Tools

To add value and efficiency to your relationships with your partner, you can take advantage of our other features and add-on products that support partner relationships.

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titleLearn more about Data IE

Lead Data: Go into a conversation about their home and current loan(s) to bring knowledgeable insights and personalize your conversations. Craft the right message at the right time.

Examples of data that could be available:

  • Current Lender(s)

  • Mortgage Balance

  • Indicated Value

  • Current Loan Rates

  • Value Estimates (High and Low)

  • Last Loan Date

  • Estimated Equity

  • LTV

  • Name on Title

  • Home Demographics

    • SQ Footage

    • Bathrooms

Property Profile Home Value Email:

(Insert Sample)

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Customer for Life

This add-on product to the CRM will help you create Customers For Life. You know the value of staying top of mind with your former clients to ensure they come back to you for their lending needs. The average borrower gets up to 7-11 loans over the course of their lifetime. Only 19% come back to their original lender for their next loan. Let us help you improve those odds.

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Add links to the sections for the Add On products