Smarter Selling Starts Here

Customers in the mortgage industry rely on Velocify to help make their sales organizations more effective. Whether you’re struggling to respond to a high volume of leads, to enforce process, or improve visibility, Velocify can have an immediate impact on your ROI.

Leveraging extensive industry knowledge, Velocify offers Velocify LeadManager® and Velocify Dial-IQ® to ensure mortgage teams are armed and ready to drive more wins and more revenue. Velocify’s research has consistently proven that its technology can help lenders increase borrower conversion rates almost immediately after implementation. By using Velocify LeadManager and Velocify Dial-IQ together, loan officers can respond to a mortgage lead in less than one minute after a potential borrower indicates interest online—sometimes in as little as 10 seconds.

Our newest offering, Velocify LoanEngage® delivers a single, comprehensive solution to help lenders and loan officers collaborate for improved sales lifecycle management, marketing automation, and referral management.

Trusted by Mortgage Companies to Drive Revenue

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Do your Loan Officers struggle to quickly make contact with a high volume of leads? Velocify LeadManager automatically captures, de-dupes, intelligently distributes and prioritizes leads so Loan Officers stay ahead of the competition and focused on closing more loans. Velocify LeadManager is designed to work seamlessly with Dial-IQ, an intelligent sales dialer solution that handles inbound and outbound calls.

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Need a more robust system for your retail loan business that can handle partner referrals, sales outreach and marketing automation processes? Velocify LoanEngage is a unified system that enables productive engagement among lenders, loan officers, referral partners, and borrowers. Unify the channels that are responsible for your revenue and gain the visibility required to ensure consistency and compliance.

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Need to leverage Salesforce® CRM platform for Mortgage?

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  • “A lot of our customers are moving to the online space and Velocify allows us to effectively route those customers to the correct loan officer quickly, regardless of which channel they came through.”

    Dan Miedema, Director of Marketing Operations, Guaranteed Rate

  • “One of the keys to conversion in the internet marketing world is to have that contact to the consumer extremely rapidly – Velocify enables this.”

    Todd Jones, President of retail mortgage – BBMC Mortgage

  • “Within 3 months of inception, we exceeded every goal – 90% contact rate and 4.15% closing rate with revenues exceeding M&T Bank‘s expectations.”

    Joseph Semrani, a mortgage banking executive at M&T Bank

  • “Smaller companies should invest early on in a software like Velocify... with Velocify we were able to grow Sanco Business Solutions from four agents five years ago, to 178 now.”

    Eddie Sandoval, owner of Sanco Business Solutions