The Challenge:
Automate Distribution + Integrated System with Advanced Reporting

On her first day on the job, Brigitte Marshall’s boss showed her how to distribute leads by sending an e-mail to about 70 loan officers asking if they wanted to be "on" for their rotation. After being bombarded with emails all day from loan officers saying "turn me on for leads," or "turn me off for leads," she knew there had to be a better way.

Brigitte Marshall | Director of Marketing, LSI Mortgage Plus

Re-Marketing to Old Leads

"We’ve increased the ROI on many of our lead sources by identifying leads that had less follow-up and re-marketing to them."

Free to Focus on Value-Added Marketing

After implementing Velocify, Bridgett was free to focus on value-added marketing responsibilities. With her new found freedom she spends more time analyzing the performance of her sales and marketing efforts.

Encompass Integration Drives Actionable Insights

"We can now match the closing data in Encompass with the lead data in Velocify LeadManager, giving us the ability to calculate ROI by user, campaign, and by the date we got the lead."

The Bottom Line

"Anytime there’s a need for any lead data in any format, with just a few clicks of my mouse, I can have it."

Brigitte Marshall | Director of Marketing, LSI Mortgage Plus