Insights

Expansion readiness Insellerate operates in the mortgage tech space with a scalable Customer Experience Platform that covers lead management, engagement automation, content libraries and data intelligence, indicating strong cross-sell potential to lenders seeking end-to-end borrower journey solutions.

Multi-channel engagement The platform supports text, social, email, direct mail, phone, ringless voicemail and retargeting, offering a rich cross-sell proposition to banks and lenders aiming to unify outreach across channels and improve borrower conversions.

Financial health Reported revenue in the range of $25M to $50M and a relatively small team size suggests lean operations with potential for efficiency-focused upsell to higher-tier plans or premium services for existing clients.

Competitive landscape Comparable firms include Total Expert, Shape Software and MortgageCoach; positioning opportunities exist to differentiate on mortgage-specific content, data intelligence and ‘customers for life’ campaigns to win mid-market lenders.

Technology stack Utilizes major cloud and collaboration tools (AWS, Google suite, Zoom, Lever) which can ease onboarding and integration with existing lender tech stacks, presenting a streamlined path for partnerships and co-marketing with fintech platforms.

Similar companies to Insellerate

Insellerate Tech Stack

Insellerate uses 6 technology products and services including Amazon Web Services, Bitly, Lever, and more. Explore Insellerate's tech stack below.

  • Cloud Hosting
  • Bitly
    Marketing
  • Lever
    Recruitment Marketing
  • Google
    Search Engines
  • Google Hangouts
    Web Conferencing
  • Web Conferencing

Insellerate's Email Address Formats

Insellerate uses at least 2 email formats:
Insellerate Email FormatsExamplePercentage
FLast@insellerate.comJDoe@insellerate.com
84%
First@insellerate.comJohn@insellerate.com
16%

Frequently Asked Questions

What is Insellerate's phone number?

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You can contact Insellerate's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

How much revenue does Insellerate generate?

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As of August 2026, Insellerate's annual revenue is estimated to be $25M - $50M.

What is Insellerate's SIC code and NAICS code?

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Insellerate's SIC code is 7372 - Prepackaged Software and NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Insellerate have currently?

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As of August 2026, Insellerate has approximately 39 employees across 2 continents, including North America and Asia. Key team members include Vice President Of Partnerships: M. B., Engagement Implementation Manager: L. M. and Mobile Application Developer: S. S. Explore Insellerate's employee directory with LeadIQ.

What industry does Insellerate belong to?

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Insellerate operates in the Technology, Information and Internet industry.

What technology does Insellerate use?

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Insellerate's tech stack includes Amazon Web Services, Bitly, Lever, Google, Google Hangouts and Zoom.

What is Insellerate's email format?

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Insellerate's email format typically follows the pattern of FLast@insellerate.com. Find more Insellerate email formats with LeadIQ.

When was Insellerate founded?

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Insellerate was founded in 2012.
Insellerate logo

Insellerate

Technology, Information and InternetCalifornia, United States11-50 Employees

Insellerate operates in the technology and information sector, offering a Customer Experience Platform designed to shift the borrower journey from transaction to lasting relationships. The platform integrates lead management, sales enablement, engagement automation, a mortgage-specific content library, data intelligence, and lifecycle campaigns to support repeatable outcomes across each stage of the customer’s journey. Through multi-channel communication, including text, email, social media, direct mail, phone, and other channels, the solution aims to improve borrower conversions, retention, and overall customer acquisition. The company is based in Newport Beach, California, and serves clients within the mortgage industry seeking to streamline communications and build long-term customer relationships. Insellerate positions itself as a provider of an end-to-end platform that fits into existing tech stacks and supports customers and referral partners with timely, relevant information driven by data intelligence. The firm is categorized within the technology, information, and internet sector and appears to target mortgage professionals and lenders seeking to optimize the borrower experience.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Insellerate's revenue is estimated to be in the range of $25M - $50M

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