There is Power in Email Personalization

There is Power in Email Personalization

Did you know companies that personalize marketing emails experienced a 27% higher unique click rate and an 11% higher open rate than those that do not? While a lender’s marketing brand, messaging, and disclosures should all be consistent, the person closest to the borrower should always be the one driving the conversation. After all, it […]


How to Earn the Trust of Your Real Estate Partners

How to Earn the Trust of Your Real Estate Partners

Did you know that 41 percent of first-time homebuyers said a Realtor had a “major influence” on their choice of lender, compared with 33 percent of repeat homebuyers? While more homebuyers start online, the first person they talk to is a Realtor. This is especially true for new home buyers. For this reason, real estate […]



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 […]



BambooHR Makes the Switch to Velocify Pulse

BambooHR Makes the Switch to Velocify Pulse

BambooHR added Velocify Pulse® and Velocify Dial-IQ® to their sales stack in 2016, working alongside Salesforce and ActOn to empower SDRs in ways that were impossible with their previous inside sales solution. We recently checked-in with BambooHR to learn how their business has been impacted since making the switch to Velocify Pulse. Read on to […]


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