Building an Effective Lead Management Process for High-Growth Sales

Building an Effective Lead Management Process for High-Growth Sales

Demand generation marketers are focused on supporting sales teams, and a large part of their role is ensuring that carefully curated leads are moving through the funnel effectively. To that end, aligning with your sales team is critical to building an effective lead management process that drives results and helps achieve shared goals. Last year, […]





Dale Vermillion: 3 Ss to Selling Success in a Competitive Rising Rate Market

Dale Vermillion: 3 Ss to Selling Success in a Competitive Rising Rate Market

The biggest mistake loan officers are making today is they’ve become transactional in their sales efforts. Many of them focus on price and product, which are indistinguishable in a marketplace commoditized amid low interest rates that have endured for nearly a decade. This approach exacerbates a “race to the bottom” mentality. Sales success requires a […]


First Direct Lending Achieves Rapid Growth with Velocify

First Direct Lending Achieves Rapid Growth with Velocify

First Direct Lending is no stranger to the hustle of the mortgage industry. Since opening in 2014, they’ve had to be highly innovative and nimble in order to successfully differentiate themselves in such a competitive market. Luckily, Velocify has been by their side from day one. Read on to learn more about their story and […]


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