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Cross-Sector / Enterprise FintechCustomer & Saleslead-management

Velocify

Lead management software that streamlines sales processes and improves loan conversion efficiency.

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Overview

Velocify is a lead management and sales automation software that is part of the ICE Mortgage Technology Platform. It is designed to help mortgage sales teams organize and focus on activities that drive more business by streamlining and optimizing the sales process.

The platform offers multiple solutions including Velocify Pulse, which integrates with Salesforce to enhance sales prospecting and reporting; Velocify LeadManage Enterprise, which automates lead retrieval, distribution, and prioritization from over 1,400 sources; Velocify LeadManager Essentials, which automates multi-channel marketing and communications for loan officers; and Velocify Dial-IQ, a sales dialer tailored for the mortgage industry to increase call productivity and closing rates.

Velocify supports mortgage lenders in improving lead conversion rates, accelerating loan closings, and enhancing borrower communications through automation and workflow customization.

Key Features

  • + Sales process automation and optimization
  • + Integration with Salesforce via Velocify Pulse
  • + Lead retrieval from 1,400+ integrated sources
  • + Automated lead distribution and reassignment
  • + Multi-channel marketing and communication automation
  • + Customizable sales workflows
  • + Mortgage-specific sales dialer with real-time reporting
  • + Prioritization of sales communications

Integrations

SalesforceICE Mortgage Technology PlatformMultiple mortgage lead sources
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