Velocify to Host Mortgage Summit in Wake of Significant Industry Shift

October 8, 2013 | Alyssa Trenkamp


Los Angeles – Oct. 8, 2013 – Velocify, the market leader in cloud-based intelligent sales automation software, will host a unique online Mortgage Sales Summit designed to provide mortgage professionals and lenders with innovative sales strategies and tools for taking advantage of the declining market for refinance loans and the improving market for purchase loans. The October 23rd summit, entitled “Virtual Mortgage Sales Summit – Driving Growth through the Market Shift,” will include multiple sessions with industry experts and influencers, who will share knowledge and tips for keeping sales strong and competing successfully in the unfolding marketplace. Registration for the event is free and open to all mortgage industry professionals.

“Increasing home values and the recent uptick in interest rates has already created a substantial shift in the types of loans home buyers are seeking,” said Velocify CEO Nick Hedges. “This extraordinary virtual event has been designed to give mortgage professionals the critical sales strategies they need to not only successfully transition from a refi-heavy market to a purchase-oriented one, but to also help lenders grow in 2014 and beyond.”

The featured speakers participating in this one-of-a-kind event will be:

  • Barry Habib, founder of MBS Highway and mortgage industry commentator on FOX and CNBC networks, on attracting purchase borrowers in a changing market
  • Dale Vermillion, president & CEO of Mortgage Champions, on capitalizing on the purchase market
  • Garth Graham, managing director of the STRATMOR Group, on marketing to the home buyer
  • Jessica Manna, vice president and chief marketing officer for Residential Finance, on how technology can shift-proof your business

The day-long Virtual Mortgage Sales Summit will also include a panel discussion on current market trends and anecdotes about how lenders are successfully adapting innovative sales tactics to meet changing market conditions. Panel participants will include executives from leading mortgage technology and service firms Lending Tree, DataMyx, Optimal Blue and doublePOSITIVE.

“The mortgage lending industry is predictable in that we can always count on it to change”, said Kelly Booth, Velocify’s mortgage division director.  “How a lender reacts to the ebbs and flows of the market defines who wins. The current changes in the market are even more significant considering the regulatory pressures and increasing competition facing all lenders. That’s why we pulled together some of the most prominent voices in mortgage finance to help us better understand the current environment and to understand what lenders need to do to be proactive and get ahead. For anyone selling mortgages today, this is a can’t-miss event.”

The Virtual Mortgage Sales Summit begins at 9am PDT/12pm EDT on October 23rd and runs until 3pm PDT/6pm EDT. To register, please visit

About Velocify

Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and improve conversion rates by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights. The company has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal. For more information please visit or follow the company on Twitter @Velocify.


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