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
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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

"We’ve automated several processes with ICE Mortgage Analyzers. We've had people that have been ingrained in the eFolder for years now saying they don't want to go back because it's much easier to use and they can manage documents much faster. What w...e're seeing with ICE Income Analyzer™ and ICE Credit Analyzer™ is that they are spot on to what our underwriters are calculating by hand. So they're gaining trust in that." - Colin Tordale

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

"...The system can be used in any industry in B2C or B2B that needs to manage their leads...." Peer review by Jay D., Owner/Consultant
"...We are solving the issue of follow up with our clients before renewal...." Peer review by Dennis M., Telecommunications
"...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 does Velocify facilitate Lead Management?

What Are the key features of Velocify for Engagement Management?

What Are the key features of Velocify for Lead Routing?

How does Velocify address your Communication Management Challenges?

What benefits does Velocify offer for Helpdesk Management?

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

Colin Tordale

Director of IT

Mann Mortgage

We’ve automated several processes with ICE Mortgage Analyzers. We've had people that have been ingrained in the eFolder for years now saying they don't want to go back because it's much easier to use and they can manage documents much faster. What we're seeing with ICE Income Analyzer™ and ICE Cred...it Analyzer™ is that they are spot on to what our underwriters are calculating by hand. So they're gaining trust in that.

Testimonial By Colin Tordale
Velocify testimonial

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
Velocify testimonial

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
CUSTOMERS TESTIMONIALS
Velocify testimonial

Colin Tordale

Director of IT

Mann Mortgage

We’ve automated several processes with ICE Mortgage Analyzers. We've had people that have been ingrained in the eFolder for years now saying they don't want to go back because it's much easier to use and they can manage documents much faster. What we're seeing with ICE Income Analyzer™ and ICE Cred...it Analyzer™ is that they are spot on to what our underwriters are calculating by hand. So they're gaining trust in that.

Testimonial By Colin Tordale
Velocify testimonial

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
Velocify testimonial

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
 

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.

 

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.

 

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.

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

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.

Product

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.

Product

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.

Intercontinental Exchange, Inc. Profile

HQ Location

Pleasanton, California

Employees

501-1000

Social

Financials

PRIVATE