Velocify’s customized audit level reporting helps to track lead cost allocation, lead distribution, user activity so that lenders can make data-driven decisions based on the metrics and KPIs. Lenders can use the reporting functionality within Velocify to track KPIs and performance of their marketing campaigns and Velocify users as well. Standard reports within Velocify Campaign…
Velocify is a cloud-based intelligent sales software, designed for high-velocity sales environments to meet the comprehensive needs of the Mortgage Industry. A mortgage lender or loan officer can utilize the numerous integrations available in order to tap the full potential of Velocify to fit into their business model. Here is the list of essential integrations…
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 has partnered with Encompass to provide a robust integration between the systems called Encompass Connector. Velocify Integration with Encompass The Encompass Connector allows for leads to be exported directly from…
Although Velocify is the most powerful CRM software available for the Mortgage Industry, a Mortgage lender or loan officer needs to customize the numerous features to suit for specific business needs. Thereby a lender or loan officer can tap the full potential of Velocify to fit into their business model. These are some aspects or…
Fintech services are seeing an increasing adoption of hybrid cloud infrastructure reducing the footprint and size of traditional data centers. Cloud adoption rate in mortgage industry is low compared to other fintech domains.Hybrid cloud computing for Mortgage Industry deliver all the benefits of cloud computing like flexibility, scalability, and cost efficiencies with the lowest possible…
Compliance costs in mortgage banking domain are rising, in line with continuing exponential growth in the volume, pace and variety of regulation. Most of the mortgage lenders still rely on highly manual processes and age-old systems to gather regulatory data and manage regulatory change. Adopting technologies in AI can help mortgage banks in solving these…
As borrower demands and origination costs are rising, mortgage lenders are turning to data, analytics, and artificial intelligence (AI) in order to make better and faster business decisions. The implementation of AI in mortgage industry will help mortgage lenders to use analytics for making real time operational business decisions such as identifying fraud detection, assessing…
Mortgage lenders are trying to offer a seamless and pleasant experience for the borrowers who come to their digital platform looking for mortgage products and loan options. Salesforce can help lenders for improving the borrower digital service using Salesforce Service Cloud by unlocking third party data to achieve single view of the borrower. SalesForce Service…
Mortgage lenders are faced with the challenge of meeting rising borrower demands while maintaining tight compliance and process controls. Robotic Process Automation (RPA) is the technological solution that can help automate repetitive tasks, access unstructured data, and tap into data sources across legacy systems to meet borrower needs and compliance requirements. Here we will take…
Manually searching for loan products, rates and pricing is slow and inefficient and may result in pricing errors, inaccurate data, or compliance issue. Mortgage lenders can automate this process using PPEs as well as integrate it with their current mortgage process. We take a look at the top pricing engines available for the mortgage industry.…