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

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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

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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.

Reviews

"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 time...s, better customer satisfaction scores and lower cost to originate." - Shawn Stone

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 Are the key features of Velocify 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.

"...I like the lead management capability along with assigning leads accordingly...." Peer review by Jamie V., Telecommunications

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How does Velocify facilitate 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.

"...Having actions that drive status is also a good feature that helps with driving leads through the process according to what they do or the follow-ups taken and not someone arbitrarily assigning a status...." Peer review by Alexandra Briggs, Education

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Why is Velocify the best choice for Lead Routing?

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 Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately...." Peer review by Sara Razmus, Direct Division Business Analyst, Guaranteed Rate

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How efficiently Does Velocify manage your 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.

"...If you need help, just send an email to support@, and they will help you very quickly...." Peer review by Aaron Wesson, Education

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How can Velocify optimize your Helpdesk Management Workflow?

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
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
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
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

CUSTOMERS	TESTIMONIALS
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
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
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

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 Profile

Company Name

ICE Mortgage Technology

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 Are the key features of Velocify for Lead Management?

How does Velocify facilitate Engagement Management?

Why is Velocify the best choice for Lead Routing?

How efficiently Does Velocify manage your Communication Management?

How can Velocify optimize your Helpdesk Management Workflow?

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 Profile

Get a personalised risk report for Velocify

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