Finance & Mortgage


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.

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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

PRICING & EDITIONS


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Velocify Helps Sales Teams Accelerate Performance


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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


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Velocify Pricing Plans

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.

PRICING & EDITIONS

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