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Quick Start Insellerate

Quick Start Insellerate

Owned by Tristy Lee (Unlicensed)
Last updated: Aug 05, 2022 by Rebecca Kornblum

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.

 

[ 1 Unlock the Power of Insellerate ] [ 2 Welcome to Insellerate ] [ 3 Insellerate Overview ] [ 4 Main Dashboard ] [ 5 Navigation | Settings | Controls ] [ 6 inFlow ]

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

 

Follow-Ups

 

Property Info

 

LOS Sync

 

Updating Applications

Application Panel

 

Viewing Leads