Velocify, a part of the ICE Mortgage Technology Platform, puts sales automation to work for you to keep your team organized and focused on activities that drive more business. Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. What is Velocify? Velocify is online…
Ellie Mae’s Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Ellie Mae’s Velocify helps sales teams keep pace with the speed of opportunity to maximize revenue. Velocify, a part of Ellie Mae’s end-to-end digital mortgage portfolio, allows you to streamline and optimize your sales process. Customer…
Encompass is phasing out the web center websites and are moving to Consumer Connect website. Lenders can create new Consumer Connect website or if they have an existing non- Consumer Connect site, they can embed a Consumer Connect loan application or borrower portal into their existing site. Steps to setup a new Consumer Connect website:…
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…