Secure More Loans
Sieze the opportunity to “shift-proof” your business. Velocify LeadManager’s automated guided selling helps lenders attract and retain consumers purchasing a new home or looking to re-finance their existing mortgage. Read Press ReleaseDOWNLOAD DATASHEET
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
Featured Mortgage Resource
For many Americans, the dream of homeownership has come back into view. But are you doing enough to attract first-time buyers, millennials, the savvy second-time buyer, or the homeowner looking to refinance?DOWNLOAD WHITEPAPER
Velocify Helps Sales Teams Accelerate Performance
- State of Techsurance
The Use and Impact of Technology in the Insurance Industry
- Velocify for Salesforce Brochure
Learn about helpful Velocify for Salesforce features available for Sales Cloud.
- Company Overview Factsheet
Learn how Velocify helps improve customer acquisition and increase revenue.
Access to World-Class Support
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.ABOUT VELOCIFY SERVICES