Finance & Mortgage Lead Management
Case Study: BBMC Mortgage
See how Velocify helped BBMC with speed, action tracking, lead distribution, and automated communication.
Redefining Lead to Loan
With the seamless integration of Velocify’s sales automation and Encompass’ mortgage management solution, loan officers now have the tools to accelerate conversions from prospects to loan applicants.
Win the Relationship Game
Velocify LeadManager and Velocify Dial-IQ empower loan officers and brokers to better manage the loan lifecycle by providing greater communication and transparency with consumers, realtors, and other key stakeholders in securing a loan.
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 relationships with consumer and credibility among all stakeholders involved in transaction
- Manage large pipeline of business
- Accelerate lead response
- Ensure accurate consumer profiling
- Automate communication with all parties
- Deliver greater transparency among key stakeholders
- Track and monitor campaign and sales team performance
- Boost conversion rates and revenue
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Access to World-Class Support
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