- 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.
- The Encompass Connector allows for leads to be exported directly from Velocify LeadManager to Encompass to create a new loan file.
- Edits made to the Encompass loan file will be automatically synced back to Velocify to ensure data integrity between both systems.
Velocify LeadManager - CRM for Mortgage Lenders and Brokers
Velocify Implementation Steps
Business Process review
Business Process review to identify gaps, finalize requirements and develop CRM strategy to meet the organizational goals.
Custom Fields Creation
Customization and creation of fields, modules, sales pipeline and workflow automation.
Setup & Configuration
Setup, configure and customize Velocify LeadManager to support your mortgage business needs.
Configure Workflow rules
Configure and customize business workflows rules and approval processes for business process automation.
Integration with third party applications
Integrate with third party applications in accordance with your business process and data driven systems requirements
Marketing automation
Implementation of custom email templates, web to lead forms, reports and views.
Deployment and Testing
Migration to UAT (User Acceptance Testing) environment before final deployment.
Looking for more information on implementing Velocify as mortgage CRM or need help in implementing the right technology, leave us a message.