Velocify Overview
Velocify enhances borrower engagement and conversion for the mortgage industry. It is recognized as leading lead management software by ICE Mortgage Technology.
Use Cases
Customers recommend Lead Management, Engagement Management, Lead Routing, as the business use cases that they have been most satisfied with while using Velocify.
Business Priorities
Increase Sales & Revenue and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Velocify.
Velocify Use-Cases and Business Priorities: Customer Satisfaction Data
Velocify works with different mediums / channels such as Phone Calls. and E-Mail.
Velocify's features include Recording, Personalization, Dashboard, etc. and Velocify support capabilities include Email Support, Chat Support, Phone Support, etc. also Velocify analytics capabilities include Analytics, and Custom Reports.
Reviews
"The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that." - A.J. Franchi
Velocify, GMass, Ebsta, Autoklose, Mailshake, etc., all belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Velocify
Top Industries
- Financial Services
- Education
- Insurance
Popular in
- Mid Market
- Small Business
- Enterprise
Velocify is popular in Financial Services, Education, and Insurance and is widely used by Mid Market, Small Business, and Enterprise.
Comprehensive Insights on Velocify Use Cases
What benefits does Velocify offer for Lead Management?
How does Velocify facilitate Engagement Management?
How does Velocify facilitate Lead Routing?
What solutions does Velocify provide for Communication Management?
How does Velocify address your Helpdesk Management Challenges?
42+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well Velocify solved their Sales Engagement needs. Cuspera uses 2325 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that. Testimonial By A.J. Franchi |
|
We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. This wouldn’t have been possible without automation. Testimonial By Jerad Bjugstad |
|
Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work life experience better by creating technology?' Which... is great. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
A.J. Franchi Chief Information Officer Gold Star Mortgage Financial Group |
The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that. Testimonial By A.J. Franchi |
|
Jerad Bjugstad Senior Director of Demand Generation PenFed Credit Union |
We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. This wouldn’t have been possible without automation. Testimonial By Jerad Bjugstad |
|
Tom Moreno CIO Lennar Mortgage |
Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work life experience better by creating technology?' Which... is great. |
Case Studies
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|---|---|---|
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CASE STUDY MSPRead More |
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Frequently Asked Questions(FAQ)
for Velocify
What is Velocify?
Velocify is a Cloud based mortgage sales software for sales, marketing teams to accelerate borrower engagement, increase revenue, performance and sales engagement.
It helps teams to boost borrower’s engagement through automated workflows, it allows finalizing the deal and closing the deal faster using phone, voicemail, and email.
It uses customized sales workflows for converting more leads, it has in built salesforce integration which helps in more lead generation and increasing the revenue.
What is Velocify used for?
What are the top features of Velocify?
Who uses Velocify?
What are Velocify alternatives?
Where is Velocify located?
Peers used Velocify for lead management and engagement management
Velocify Competitors
Velocify Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (9) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (301) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (9) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (301) |
Velocify Integrations
Velocify integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Velocify
Software Failure Risk Guidance
?for Velocify
Overall Risk Meter
Top Failure Risks for Velocify
ICE Mortgage Technology, Inc News
Cloudvirga completes an enhanced integration with ICE Mortgage Technology
Cloudvirga has completed an enhanced integration with ICE Mortgage Technology's Encompass Partner Connect, a modern API framework for mortgage technology, to improve its Horizon Retail POS platform.
Cloudvirga completes enhanced Horizon Retail POS integration with ICE Mortgage Technology
Cloudvirga announced an enhanced integration of its Horizon Retail POS with ICE Mortgage Technology's Encompass Partner Connect, improving loan export performance for lenders.
Cloudvirga completes enhanced integration with ICE Mortgage Technology : National News
Cloudvirga has completed an enhanced integration with ICE Mortgage Technology using the Horizon Retail POS integration and Encompass Partner Connect API framework, aiming to improve development, performance, and security in mortgage technology.
ICE Mortgage Technology, Inc Profile
Company Name
ICE Mortgage Technology, Inc
Company Website
https://www.icemortgagetechnology.com/HQ Location
Pleasanton, California
Employees
501-1000
Social
Financials
PRIVATE
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