Content Comparison

Unlock the Power of Insellerate

Get started on your journey today...

These videos are intended to get you off to provide a fast start in Insellerate, demonstrating how to use key features.
Training is to get you started quickly on the path to success.
The All videos are all less than 3 minthree minutes.

To get the most from Insellerate, watch the whole Loan Officer Training videos series.

Macrosuite divider macro

dividerWidth	100
dividerType	text-with-icon
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
textColor	#06244eff
dividerWeight	3
labelPosition	middle
textAlignment	center
iconColor	#06244eff
fontSize	medium
text	Get

Off To

A Quick Start Today
emojiEnabled	false
dividerColor	#06244eff
dividerIcon	font-awesome/

Rocket

Table of Contents

minLevel	1
maxLevel	2
type	flat

Welcome to Insellerate

Quick Start Introduction

Rocket

Table of Contents

minLevel	1
maxLevel	2
type	flat

Welcome to Insellerate

Quick Start Introduction

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726185304/b7d9f3676b","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Using the Help Center

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726185304726144763/b7d9f3676be2ef6e627d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Using the Help Center

Insellerate Overview

Desktop Login

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726144763726184387/e2ef6e627d2d066ad40e","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Insellerate Overview

Desktop Login

Passwords

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726184387726183343/2d066ad40e3cd4aca71c","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Passwords

Mobile App Quick Start

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726183343735918263/3cd4aca71c8eb8483094","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Main Dashboard

Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #0052CC
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726181458/fb511e8e43","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Controls: Leads and Calls

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#0600a0ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726163957/f34f00dd9d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

inFlow

inFlow Overview
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726178256/ab03307cf7","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Searching Applications
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726166541/7913469df1","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Creating a Lead
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726173789/8804be0b11","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Prioritized Alerts
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726158435/f09010be2a","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Completing Activities
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726160250/69c3e596e4","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Click-To-Call
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726162997/f465afe242","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

SMS Text
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726151847/5f8e6fdc84","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Notes
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726158447/9e59d2cbc4","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Follow-Ups
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726148852/0769e48f94","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Property Info
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726145835/1575597936","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

LOS Sync
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726145835726147009/157559793626438cefa2","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Updating Applications
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726165629/80c87e8c70","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Application Panel
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726168999/d118984b9c","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Viewing Leads
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/726175232/49361c79de","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Macrosuite divider macro

dividerWidth	100
dividerType	only_divider
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
textColor	#06244eff
dividerWeight	3
labelPosition	middle
textAlignment	center
iconColor	#06244eff
fontSize	medium
text
emojiEnabled	false
dividerColor	#06244eff
dividerIcon	font-awesome/Rocket

Version	Old Version 5	New Version Current
Changes made by	Tristy Lee (Unlicensed)	Rebecca Kornblum
Saved on	Jul 29, 2022	Aug 05, 2022

Versions Compared

Key

Unlock the Power of Insellerate

Welcome to Insellerate

Welcome to Insellerate

Quick Start Introduction

Using the Help Center

Insellerate Overview

Desktop Login

Insellerate Overview

Passwords

Mobile App Quick Start

Main Dashboard

Main Dashboard

Navigation | Settings | Controls

Controls: Leads and Calls

inFlow