
Velocify
To thrive in the competitive mortgage sector, a streamlined sales process is essential. Velocify, integrated within the ICE Mortgage Technology Platform, automates sales, enabling loan officers to efficiently manage communications, prioritize leads, and close loans faster. Customizable solutions enhance team productivity and lead conversion, driving business growth effectively.
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Velocify Review and Overview
Velocify is a sales automation software for cloud-based sales businesses, by Ellie Mae and was founded in 2004. Ellie Mae, founded in 1997, acquired Velocify in 2017. Ellie Mae is a software company whose services are based on SAAS, and it mainly automates the mortgage & finance application processes and workflow. Previously called Leads360, Velocify changed its name with the idea to focus its solutions on High-Velocity sales environments.
Products offered by Velocify
Velocify's Dial IQ is an integrated cloud-based dialing solution that helps sales representatives to have engaging and positive conversations for sales growth. With features like, click to dial, pre-recorded voice mails, inbound outbound blending, advanced call transfer, and global presence, Dial IQ increases the connectivity with people, their responsiveness and sales productivity. Velocity's Dial IQ along with Ellie Mae's Encompass Digital Lending Platform forms a powerful combination to lenders.
Velocify's LeadManager is an automation solution for lead management to close deals faster, so the sales reps can focus on high-speed sales, can follow-up faster and thereby boost sales.
Velocify's Pulse is a universal solution for all kinds of manual activities done in a sales force ecosystem be it a field rep or a prospector. A customized workflow can be built with an easy drag and drop management to change your sales objectives to ensure optimal action.
Velocify's LoanEngage is for lending officers to manage workload with centralized report hub, automated messaging and data-driven decision making. The unified dashboard and Partner management portal additionally helps in easy interaction and visibility of performance through live reports.
Other features include appointment scheduling, de-duplicate leads, integrated calendar, free mobile app, and call analytics.
Is Velocify for you?
Velocify is for all those enterprise businesses in B2B and B2C that deal with massive amounts of leads. Industries like, mortgage, insurance, and call centers benefit immensely from it. It is a leading CRM software with immense experience in the industry for over 15 years and hence trusted.
Top Velocify Features
- Sales automation integration
- Lead source retrieval
- Customizable sales workflows
- Multi-channel marketing automation
- Lead prioritization tools
- Automated lead distribution
- Real-time reporting insights
- Enhanced borrower engagement tools
- Functionally-rich sales dialer
- Abandoned application follow-up
- Document collection reminders
- Milestone update notifications
- No LO login requirement
- Optimized sales process enforcement
- Project management support
- Custom solutions development
- Advisory consulting services
- Increased lead conversion rates
- Streamlined communication channels
- Efficient loan closing process