An Insellerate alternative with published pricing.
Insellerate is a mortgage CRM and borrower engagement platform for lenders. TheBigBot is a done-for-you CRM with an AI that answers the phone, built for loan officers and small teams. Here is how they compare.
Short answer
Insellerate is a CRM, marketing automation, borrower engagement and workflow platform built for the mortgage industry, with its Aithena AI adding lead scoring, coaching and performance intelligence. Pricing is by quote. TheBigBot is a mortgage CRM with a 24/7 AI receptionist, AI chat and a mortgage website, set up for you, at a published $197 or $497 a month.
Two mortgage CRMs aimed at different teams.
Insellerate describes itself as “a CRM, marketing automation, borrower engagement, and workflow platform built for the mortgage industry.” Its listed features are lead routing, inbound and outbound call routing, sales pipelines, content libraries, multi-channel communication and reporting. Its Aithena AI adds lead scoring, coaching, performance intelligence and quality monitoring, and it has been reported to integrate with Finastra’s MortgagebotLOS. Insellerate does not publish its prices.
Call routing, rep coaching and quality monitoring are tools for a lender with a sales floor and managers watching it. That is a real need, and Insellerate is built for it.
TheBigBot starts from a different problem: the loan officer or small team that cannot pick up every call. The AI answers the phone itself, 24/7, asks the intake questions and books the consult on the LO’s calendar. New web leads get a text and an email within 60 seconds. The website, the CRM and the follow-up are set up for you in three days, at a price you can read on our pricing page without a sales call.
Insellerate vs. TheBigBot.
Both are mortgage CRMs. The difference is who does the work: your team, or the AI.
| Insellerate | TheBigBot | |
|---|---|---|
| What it is | CRM, marketing automation, borrower engagement and workflow platform for mortgage | Mortgage CRM with an AI receptionist, AI chat and website, set up for you |
| Pricing | Not published; contact the vendor for a quote | $197 or $497 a month, $499 one-time setup, usage at published rates |
| Phone calls | Inbound and outbound call routing to your team | AI answers every call 24/7, books the LO’s calendar or transfers live |
| AI | Aithena: lead scoring, coaching, performance intelligence, quality monitoring | AI receptionist, AI chat on web, text and social, AI outbound calling |
| New lead follow-up | Multi-channel communication: phone, email and text | Text and email within 60 seconds, then automated sequences |
| Website | Content delivery and libraries | Mortgage website included, with 7 mortgage calculators |
| Loan origination system | Reported integration with Finastra’s MortgagebotLOS | Native integrations, Zapier, Make or webhooks; confirmed at onboarding |
| Setup | Not published | Done for you, live in 3 days on Authority Launch |
Insellerate details come from its own description in a June 2026 press release, its Capterra listing (updated August 2026) and IBS Intelligence’s report of the MortgagebotLOS integration, checked 2 October 2026. Vendors change products and pricing; check their current pages before you decide, and tell us if anything here has gone stale. Sources: Insellerate company description, Capterra listing, MortgagebotLOS integration.
What Insellerate is genuinely good at.
Insellerate is a specialist. That deserves saying.
Mortgage only
Built for the mortgage industry rather than adapted to it, which its Capterra reviews point to
Managing a sales floor
Lead routing, call routing, coaching and quality monitoring give managers visibility across a team of loan officers
Lender tooling
A reported integration with Finastra’s MortgagebotLOS for lenders who originate on that system
Where TheBigBot works differently.
A CRM organizes the work your team does. TheBigBot does a share of that work for them.
The AI answers the phone
Borrower calls are answered 24/7 and booked onto a loan officer’s calendar, not routed to someone who might be at a closing
60-second follow-up
Every new web lead gets a text and an email within a minute, before they fill in the next lender’s form
A price you can read
$197 or $497 a month, $499 setup, usage at published rates. No quote call to find out
The website is included
A mortgage website with FHA, VA, USDA and refinance calculators, built for you
Chat on every channel
The same AI answers website chat, texts and social messages, and books from the conversation
Done for you in 3 days
We build the site, connect the number and load the automations. You send the onboarding details
Be honest about what you need.
We would rather you pick the right tool than switch again in month three.
You run a lender sales team.
- You have sales managers who coach and quality-check a team of loan officers.
- You route calls to a staffed floor and need routing and reporting more than answering.
- You originate on MortgagebotLOS and want the CRM tied to it.
- You have operations staff to configure and run the platform.
You want the calls answered and the leads worked.
- You are a loan officer or a small team, and calls go to voicemail while you are with a borrower.
- You want a price you can see before a sales call.
- You are paying separately for a website, a CRM, texting and an answering service.
- You want it set up for you rather than configured by your own staff.
How much does TheBigBot cost?
No quote call to find out what it costs. Both plans include all 22 platform features — the difference is how much content and social firepower we produce for you each month.
Authority Launch
Your website, AI receptionist, automations and campaigns built out and switched on.
- 1 complete website — up to 50 pages
- AEO, GEO and SEO ready
- Custom domain, DNS + SSL
- 1 AI Receptionist — 24/7 call answering
- AI website chat widget
- Review harvesting campaign
- A2P SMS submission filed for you
Authority Pro
Everything in Launch, plus a content and social engine publishing under your brand every week.
- 3 SEO blog posts / week (156/year)
- Targeted at what your buyers actually search
- 3 social posts / week, every channel
- Google Business, Facebook, Instagram, LinkedIn