Unlock the Power of Insellerate
Get started on your journey today...
These videos provide a fast start in Insellerate, demonstrating how to use key features.
Training is to get you started quickly on the path to success.
All videos are less than three minutes.
To get the most from Insellerate, watch the whole Loan Officer Training videos series.
Welcome to Insellerate
Quick Start Introduction
Using the Help Center
Insellerate Overview
Desktop Login
Passwords
Mobile App Quick Start
Main Dashboard
Main Dashboard
Navigation | Settings | Controls
Controls: Leads and Calls
inFlow
inFlow Overview
Searching Applications
Creating a Lead
Prioritized Alerts
Completing Activities
Click-To-Call
SMS Text
Notes