Lenders and Loan Officers Unite
Relationships are the most important assets for retail mortgage lenders and loan officers. However, managing these relationships can mean different things for the two.
Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers. In addition to the marketing features offered by other platforms, which mostly benefit lenders, Velocify LoanEngage provides our unique brand of sales automation that helps loan officers build and grow their relationships with borrowers and referral partners.
The lending process requires performing a multitude of sales and marketing activities, keeping realtors up to date, and engaging with potential borrowers. Help loan officers close more loans with tools built specifically to delight borrowers and simplify the referral, sales, and marketing processes.
Enforcing compliance across various branches with multiple loan officers is challenging. The potential financial risk and liabilities are very real. Leverage a platform that makes compliance a breeze with automated and corporate-approved messaging that includes borrower opt-in functionality.
Having data spread across disparate systems is problematic. Track all activities, from referral to close, and beyond, with a centralized report hub, giving you the ability to optimize your sales process and make data driven decisions.
Whether in the office or in the field, give loan officers visibility into top activities, lead source performance, borrowers’ interaction with loan presentations, and interest rate trends so they can quickly make better decisions about where to focus their efforts.
Intelligent Sales Workflow
Let Velocify’s proven technology simplify the sales and marketing process so loan officers spend less time planning and more time doing. Ensure timely follow-up with potential clients, current clients, and referral partners with easy-to-follow cues and notifications.
Free loan officers’ time by automating tailored email and text communications when borrowers reach key milestones. Enforce consistency and compliance with corporate-approved messaging. Keep new leads warm and current clients engaged with drip and nurture emails.
Partner Management Portal
Give loan officers the tools to make the most of their partner relationships. Keep referrals coming by automatically keeping referral partners in the loop. Give loan officers visibility into partner performance for better decision making.
Personalized Loan Presentations
Close more loans by giving borrowers a modern lending experience on their favorite devices. Tailored, dynamic, and visual loan presentations are updated in real-time so there is no need to send multiple documents every time something changes.
Using multiple products for each of your activities is complex and limits visibility into connected loan stages. Using LoanEngage ensures consistency and compliance while providing accurate reporting throughout the process.
Velocify LoanEngage Benefits Your Entire Sales Team
As a Retail Mortgage Leader, I know what it takes to maximize revenue, but implementing optimal sales and marketing processes across an entire organization with disparate systems can be nearly impossible.
Velocify LoanEngage is the only unified solution built specifically to help Retail Mortgage companies like mine unlock their revenue potential by supercharging Loan Officers’ productivity, ensuring compliance, and enhancing visibility.
As a Branch Manager, I take pride in helping Loan Officers achieve success, but being responsible for producing my own loan volume makes it difficult to stay on track.
Velocify LoanEngage lets me do both! It simplifies the sales and marketing process so I don’t need to worry about Loan Officers following the optimal process. I can focus on teaching Loan Officers the art of selling which is much more fun.
Nothing gives me more satisfaction than knowing I am helping put people in homes. I know what needs to be done, but managing relationships with realtors, giving borrowers the exact information they need, and keeping track of renewal opportunities is overwhelming.
Velocify LoanEngage keeps me organized and automates a ton of work so I can stay focused. The user-friendly platform gives me the visibility I need to stay ahead of the grind and not let opportunities slip through the cracks.
“With Velocify LoanEngage, the automated marketing materials and new visibility into the sales process will help us ensure compliance, close more loans, and operate with far greater efficiency.”
Jeff Richard, Midwest Regional Marketing Manager MCS Mortgage Bankers.READ THE PRESS RELEASE
What Makes Velocify LoanEngage Different?
Velocify LoanEngage is all about action. It’s the only platform that gives loan officers visibility into the most important revenue-generating activities so they spend less time planning their next step and more time doing what they do best - enhancing business relationships and closing more business.
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