Velocify Mail Connect

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Velocify Mail Connect

Why do lenders need to do have a Velocify Mail Connect Application

Velocify is the most popular CRM used in the mortgage industry to integrate lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows. Velocify Mail Connect is a web application which can streamline the lead gathering process by using the data from existing lead sources. Lenders can consider Velocify Mail Connect as a website/landing page which will serve the purpose of collecting borrower information as well as saving those data into their current CRM -Velocify.

The objective of Velocify Mail Connect is to act as a website/landing page for the lenders which using Velocify API calls can take in applications from the prospective borrower to enter new information, present the existing information for the borrower to update/modify and update the corresponding information within Velocify Leads data base.

Velocify Mail Connect - Use case

Website admin can upload the borrower data into the website backend database.
A prospective borrower goes into the new website/landing page.
The borrower will be asked to enter the promo code, they received on the mail.
Based on the promo code entered by the borrower, data pertaining to the borrower is pulled from the website database to be displayed on the website.
The borrower is presented with a multi-page application form which will ask the borrower to enter the information in an interview format.
Using the existing data pulled from the website database, some of the fields on the application form will be auto filled.
On each page, borrower can either modify the auto filled information or can save it as it is, enter new information and move to the next page.
When the application form is completed the borrower will see a message “Your loan application has been submitted. A loan officer will get in touch with you shortly”.
The updated information flows into Velocify lead record and the corresponding lead with Velocify is updated with new information.

High level website data flow map

Admin Functionality

Velocify Mail Connect admin will have ability to upload borrower data in different format, validate the uploaded date and view completed loan applications

Admin will have the ability to add users (mailers/lead sources ), edit Users (mailers/lead sources), list Users (mailers/lead sources) and delete Users (mailers/lead sources)

Admin will also have the ability to add Loan Officers, edit Loan Officer, list Loan Officer and delete Loan Officer

Admin privileges are distributed at three levels – super admin, admin and user who will have different accesses and privileges based on hierachy

If you are interested in knowing more about Velocify Mail Connect or would like to see a demo of the application, please contact us here.