Mortgage Lead Management and CRM

Velocify supports mortgage professionals with an industry-specific CRM, lead management and dialer solution that supports both the refinancing and purchase of home loans. Velocify lead management solutions help sales teams convert inbound mortgage leads from a wide variety of mortgage lead sources – with seamless integration to more than 1,400 real-time mortgage lead providers, mortgage CRM, web forms, inbound calls, and more. Front line loan officers are prompted to call prioritized mortgage leads, and reminded about appointments and call backs assuring mortgage leads are never neglected. In addition, mortgage CRM delivers fast and frequent email and text-based communication from sales reps to prospects automatically. Our mortgage CRM integrated with leading Loan Origination Systems like Encompass from Ellie Mae, Velocify streamlines the loan approval process by providing ongoing communication between loan officer and buyer every step of the way. Timing is key for sales and Velocify supports automated best practice timing of follow up and what to say while engaging with prospects. The prescriptive nature of the product makes loan officers more productive faster. The high velocity, high lead volume nature of many sales teams today, means there’s a significant need for more than what traditional mortgage CRM can offer. Velocify compliments a mortgage CRM solution for the mortgage industry by delivering best practice, intelligent workflow and automating key sales processes to accelerate sales performance.

Turn Mortgage Leads into Closed Loans

We offer a mortgage lead management and sales dialing solution that supports both the refinancing and purchase of home loans. Our mortgage lead management works with your mortgage CRM to handle inbound leads from a wide variety of lead sources. In addition, a CRM can deliver fast and frequent email and text-based communication from sales reps to prospects automatically, which helps turn mortgage leads into closed loan deals. Integrated with leading Loan Origination Systems like Encompass from Ellie Mae, Velocify streamlines the loan approval process by providing ongoing communication between a loan officer and home buyer every step of the way. Manage your mortgage leads better with our mortgage CRM and see an increase in revenue for the company.

Finance & Mortgage

Velocify Finance & Mortgage

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.

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Velocify supports sales professionals

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
Get the Power of Intelligent Sales Automation

Velocify LeadManager

Velocify LeadManager

  • Lead Capture and De-Duplication
  • Flexible Lead Distribution
  • Guided Selling Discipline
  • Continuous Activity Prioritization
  • Automated Lead Nurturing
  • Real-Time Dashboard and Reporting
Integrated Cloud-Based Dialing Software

Velocify Dial-IQ

Velocify Dial-IQ

  • Phone-Based Lead Routing
  • Outbound Cloud Dialing
  • Inbound Call Handling
  • Call Insights and Reporting

Lead-to-Rep Ratio Calculator

Start Using Lead-to-Rep Ratio Calculator

Determine optimal lead volume per rep, per day to achieve peak performance from your team.

Platform

Platform =
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.

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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.

Pricing & Editions

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.

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