Insightly

The Mortgage Office

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Ratings & Reviews

Overall Rating

3.95 / 5 (481)

4.82 / 5 (180)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

3.5 / 5

5.0 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

June 29, 2020

July 10, 2020

Pros/Cons

  • Pros

  • Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye..

  • Easy to use, the free version is pretty robust, and there is no “click here to upgrade” clickbait. The iphone and iPad app is really good even on the free version.

  • Cons

  • i really dont have a dislike except for the pricing- but it accomplishes what i need it for

  • It's useful but overall we found it wasn't "easy" enough to use and it wasn't adopted consistently among everyone in our Company.

  • Pros

  • It's a powerful product that I love using every day. Very, very happy.

  • [SENSITIVE CONTENT HIDDEN] in the tech support department was a great help and will be my go to when I need help with TMO. Friendly, professional and fast. It is greatly appreciated!

  • Cons

  • Tech support is wonderful but trying to find solutions to your questions on your own can be very difficult. The help functions are not thorough

  • It's expensive, initial costs and monthly fees but it does so much of what we need. The only feature I have trouble with is the customized reports.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots