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.