Velocify: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Velocify
Brand: Velocify
Rating: 4.33 (2325 reviews)

4.33 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2325)

Mortgage sales software enabling sales engagement through sales process automaton

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

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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

Velocify, myphoner, ClickPoint Software, Koncert, Dialpad Ai Voice, 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 solutions does Velocify provide for Lead Management?

Velocify provides lead management capabilities that include organization, prioritization, scoring, and routing. Workflow automation, duplicate lead management, and other features enhance lead management efficiency. While the system offers valuable lead management functions, it has limitations, requiring integration with other systems for comprehensive functionality.

"...Lead management Dashboard allows me to access performance metrics quickly, and my sip phone sync is fast very fast..." Peer review by Administrator in Publishing

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How efficiently Does Velocify manage your Engagement Management?

Velocify Engagement Management optimizes sales processes by automating lead follow-up, scheduling tasks, and providing insights into sales representative performance. This platform enables increased accountability and conversion rates by tracking lead interactions, providing reminders, and offering pre-approved email templates. However, Velocify's limitations include a lack of flexibility in building multiple cadences.

"...What your loan originators are doing to convert that next lead is transparent down to every follow up call and how fast they reached out to that new lead...." Peer review by Sara Razmus, Direct Division Business Analyst, Guaranteed Rate

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How can Velocify enhance your Lead Routing process?

The lead routing capabilities distribute leads accurately and immediately. The system prioritizes leads to match them with the most suitable sales representatives, improving efficiency and lead conversion rates. The lead distribution functionality is complex and may require some training to fully understand.

"...The built in speed to lead Dialer worked very well and distributed leads accurately...." Peer review by Tim Gossett, Business Analytics Manager, Orbis Education

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Why is Velocify the best choice for Communication Management?

Velocify Communication Management provides a comprehensive suite of tools for managing sales communications, including call tracking, recording, and prioritization. The solution enables users to monitor sales activity, send targeted emails and SMS messages, and automatically schedule follow-up calls. Velocify Communication Management lacks some basic reporting capabilities, such as daily conversion reports, missed call tracking, and inbound call tracking.

"...Leads all in one place to access I can send emails from the site directly to me new client...." Peer review by Alyce R., Financial Services

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What solutions does Velocify provide for Helpdesk Management?

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
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
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
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
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
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
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

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
MSP	NA	CASE STUDY MSP Integrated servicing technology and customer self-service tools can help you help your customers during natural disasters, health crises and more. Read More
MSP	NA	CASE STUDY MSP Integrated servicing technology and customer self-service tools can help you help your customers during natural disasters, health crises and more. Read More

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?

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?

Myphoner, ClickPoint Software, Koncert and Dialpad Ai Voice are popular alternatives for Velocify.

Where is Velocify located?

Velocify is headquartered at Pleasanton, California.

Peers used Velocify for lead management and engagement management

Velocify Competitors

More Velocify Alternatives...

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

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

Velocify: Use-Cases, Insights and Reviews | 2024 Cuspera

Mortgage sales software enabling sales engagement through sales process automaton

Failure Risk for Velocify ?

Velocify Overview

Use Cases

Business Priorities

Velocify Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Velocify Use Cases

What solutions does Velocify provide for Lead Management?

How efficiently Does Velocify manage your Engagement Management?

How can Velocify enhance your Lead Routing process?

Why is Velocify the best choice for Communication Management?

What solutions does Velocify provide for Helpdesk Management?

42+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY MSP

CASE STUDY MSP

Frequently Asked Questions(FAQ)

What is Velocify?

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

Software Failure Risk Guidance

ICE Mortgage Technology, Inc Profile

Get a personalised risk report for Velocify

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