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.

Other use cases:

  • Communication Management
  • Helpdesk Management
  • Contact List Management
  • Generation Of New Leads
  • Lead Scoring
  • Lead Tracking
  • Workflow Management
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Velocify.

Other priorities:

  • Acquire Customers
  • Improve ROI
  • Enhance Customer Relationships
  • Shorten Ramp Up Time
  • Improve Consistency
  • Grow Market Share
  • Launch New Products
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
See all business priorities See less business priorities

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 impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in... lead conversion because we're getting to them faster." - Jeffrey McCabe

Peer review evidence (same sources as the product rating summary)

"...Give it a try, as I believe it's a simple, user-friendly program that has all the bells and whistles needed to manage your lead flow and customer database effectively...." Peer review by Helmi H., Education
"...Velocify enables us to be first to call every lead, persistently follow-up by both phone, email and text...." Peer review by Ryan M.
"...Lead distribution optimization and speed to contact w/o spending hundreds of thousands on a home grown call center and dialer Ease of use and reporting...." Peer review by Administrator in Financial Services

Velocify, GMass, Ebsta Revenue Intelligence, 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.

Velocify Customer wins, Customer success stories, Case studies

How efficiently Does Velocify manage your Lead Management?

How does Velocify address your Engagement Management Challenges?

How does Velocify address your Lead Routing Challenges?

What solutions does Velocify provide for Communication Management?

How does Velocify address your Helpdesk Management Challenges?

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.

CUSTOMERS TESTIMONIALS
Velocify testimonial

Jeffrey McCabe

Senior Vice President, Head of Home Lending Group

TD Bank

The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter.

Testimonial By Jeffrey McCabe
Velocify testimonial

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.

Testimonial By Tom Moreno
Velocify testimonial

Shawn Stone

CRO

Mr. Cooper

The most cost-effective change we've implemented at Mr. Cooper is reimagining and redesigning our loan fulfillment process. We've focused on automating decisions with data that's resulted in tremendous opportunity for our customers, lower churn times, better customer satisfaction scores and lower c...ost to originate.

Testimonial By Shawn Stone
CUSTOMERS TESTIMONIALS
Velocify testimonial

Jeffrey McCabe

Senior Vice President, Head of Home Lending Group

TD Bank

The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter.

Testimonial By Jeffrey McCabe
Velocify testimonial

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.

Testimonial By Tom Moreno
Velocify testimonial

Shawn Stone

CRO

Mr. Cooper

The most cost-effective change we've implemented at Mr. Cooper is reimagining and redesigning our loan fulfillment process. We've focused on automating decisions with data that's resulted in tremendous opportunity for our customers, lower churn times, better customer satisfaction scores and lower c...ost to originate.

Testimonial By Shawn Stone
 

First Financial Bank - Banking - Medium

Cincinnati, USA

First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users and automated prequalification. The bank integrated consumer, loan, an...d property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.

 

SouthState Bank - Banking - Large

Winter Haven, USA

SouthState Bank used ICE Mortgage Analyzers to improve accuracy in their mortgage process. The bank achieved faster turn times and delivered a consistent borrower experience from start to finish. ICE... Mortgage Technology helped SouthState Bank scale their operations. The solution supported better service for borrowers. The bank now provides a smoother mortgage journey.

 

Lennar Mortgage - Real Estate - Large

Miami, USA

Lennar Mortgage used the ICE Mortgage Technology platform to speed up loan processing. They took their loan process mobile. This helped them handle more loans and scale their business. The company al...so drove innovation in home financing. Their approach blended technology with a focus on customer service.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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?

Velocify is a Sales Engagement Software mainly used by its customers to Increase Sales & Revenue and Scale Best Practices by Lead Management, Engagement Management and Lead Routing .

What are the top features of Velocify?

Recording, Personalization and Dashboard are some of the top features of Velocify.

Who uses Velocify?

Velocify is used by Financial Services, Education and Insurance among other industries.

What are Velocify alternatives?

GMass, Ebsta Revenue Intelligence, Autoklose and Mailshake are popular alternatives for Velocify.

Where is Velocify located?

Velocify is headquartered at Pleasanton, California.
lightning

Peers used Velocify for lead management and engagement management

Velocify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

0.49/5 ★

Read Reviews (9)
Analytics

4.36/5 ★

Read Reviews (67)
Custom Reports

3.28/5 ★

Read Reviews (301)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

0.49/5 ★

Read Reviews (9)
Analytics

4.36/5 ★

Read Reviews (67)
Custom Reports

3.28/5 ★

Read Reviews (301)

Software Failure Risk Guidance

?

for Velocify

Overall Risk Meter

Low Medium High

Top Failure Risks for Velocify

Intercontinental Exchange, Inc. News

Product

Black Knight (Acquired by ICE — Now ICE Mortgage Technology)

ICE Mortgage Technology has integrated Black Knight's API surfaces into its platform following its acquisition of Black Knight. This integration supports various mortgage technology functions, including loan servicing and document management, enhancing ICE's capabilities in the housing finance sector.

Product

News: Argyle debuts integration with Encompass Consumer Connect, upgrades existing integration with Encompass from ICE Mortgage Technology | CitizenWire - CitizenWire

Argyle has launched a new integration with Encompass Consumer Connect, the digital mortgage point-of-sale platform from ICE Mortgage Technology. The update also includes enhancements to Argyles existing integration with Encompass. These integrations aim to streamline the mortgage process by pre-populating the URLA, reducing lender costs, speeding up closings, and improving the borrower experience.

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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.

Product

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.

Intercontinental Exchange, Inc. Profile

HQ Location

Pleasanton, California

Employees

501-1000

Social

Financials

PRIVATE