Engage for Mortgage Purchase and Refinance
Seize the opportunity to “shift-proof” your business. Velocify LeadManager’s automated guided selling program helps lenders attract and retain consumers purchasing a new home or looking to re-finance their existing mortgage.
Win the Relationship Game
Velocify LeadManager and Velocify Dial-IQ empowers loan offers and brokers to better manage the loan lifecycle by providing greater communication and transparency with consumers and realtors and other key stakeholders in securing a loan.
Velocify solutions help mortgage professionals rapidly respond to incoming leads coming from more than 1,400 real-time lead providers, web forms, inbound calls, marketing automation systems, and more. The team quickly assesses the loan type and stage the borrower is in, and drive the appropriate guided selling program — whether it be a purchase or refinance mortgage – Velocify takes the guesswork out of the follow-up process. Loan officers are prompted to call prioritized leads, and reminded about appointments and call backs assuring leads are never neglected. In addition, Velocify delivers fast and frequent email and text-based communication from sales reps to prospects automatically.
- Build strong relationship with consumer and credibility among all stakeholders involved in transaction
- Manage large pipeline of business
- Accelerate lead response
- Ensure accurate consumer profiling
- Automate communications with all parties
- Deliver greater transparency among key stakeholders
- Track and monitor campaign and sales team performance
- Boost conversion rates and revenue
- Lead Capture and De-Duplication
- Flexible Lead Distribution
- Guided Selling Discipline
- Continuous Activity Prioritization
- Automated Lead Nurturing
- Real-Time Dashboard and Reporting
- Phone-Based Lead Routing
- Outbound Cloud Dialing
- Inbound Call Handling
- Call Insights and Reporting
Learn how Velocify helps drive more purchase and refinance originationLearn More Mortgage Purchase Playbook
7 Winning Plays to Convert More Loans from Mortgage Industry Experts.Learn More Case Study
Built a $2M book of business in two-and-a half years and achieved the #1 statusView Case Study
Start Using Lead-to-Rep Ratio Calculator
Determine optimal lead volume per rep, per day to achieve peak performance from your team.
Mobile + Flexible + Secure
The Velocify cloud-based platform ensures your sales team is always connected, other systems like loan origination systems (LOS), product and pricing software, and BI reporting software - are seamlessly integrated, and data is secure.
Access to World-Class Service
Velocify customers access a dedicated team of experts that provide sales team onboarding, live and on-demand web-based training, email, phone, and cloud-based portal support, and strategic consulting.
Find the Right Velocify Edition
for Your Business
Velocify offers a variety of editions, designed for the unique needs of just about any size business.