Velocify
The industry's leading sales automation solution that enables loan officers to more efficiently and effectively drive sales, communicate with borrowers, and close loans faster.
Overview
Velocify, a part of the ICE Mortgage Technology® Platform, is designed to optimize the mortgage sales process. It employs sales automation to ensure that teams remain organized and focused on activities that drive business growth. Velocify offers solutions for lead management, sales process streamlining within Salesforce, automated marketing and communications, and a sales dialer built for the mortgage industry.
✨ Key Features
- Sales automation
- Lead management and distribution
- Automated marketing and communication
- Sales dialer (Dial-IQ)
- Salesforce integration (Velocify Pulse)
- Reporting and analytics
🎯 Key Differentiators
- Part of the comprehensive ICE Mortgage Technology ecosystem.
- Advanced lead management and distribution capabilities.
- Focus on sales acceleration and automation for high-volume environments.
Unique Value: Velocify helps mortgage lenders close more loans, faster, by automating and optimizing their sales processes.
🎯 Use Cases (3)
✅ Best For
- Automated lead response and prioritization
- Streamlining sales workflows
- Improving call productivity with an integrated dialer
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small teams or individual brokers who do not require enterprise-level lead management.
- Companies not focused on high-volume lead conversion.
🏆 Alternatives
Offers a more robust and scalable solution for high-volume lead management compared to many smaller CRMs, and benefits from its integration with the broader ICE Mortgage Technology platform.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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