Using Google Analytics with Encompass Consumer Connect – Part II

Using Google Analytics 4 (GA4) event tracking with Encompass Consumer Connect can help lenders to gain valuable insights into the effectiveness of the loan application workflows and sites. This guide walks you through the steps, from connecting your Consumer Connect site to GA4, understanding tracked events, to customizing reports and enhancing your site based on…

Integration of Encompass Consumer Connect and Velocify

In the dynamic landscape of mortgage lending, a smooth and efficient workflow is essential for both borrowers and loan officers. Velocify, in collaboration with Encompass Consumer Connect by Ellie Mae, offers an integrated solution that seamlessly guides potential borrowers from the initial prospect stage through the entire loan application process. This article delves into the…

Effectively use Consumer Connect

Velocify

  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…

Effectively use Consumer Connect

Ellie Mae’s Velocify Integration

  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…

Reporting within Velocify

Reporting within Velocify

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…

Integration of Encompass with Velocify

Integration of Encompass with Velocify

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…