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. and Velocify support capabilities include Email Support, Chat Support, Phone Support, etc. also Velocify analytics capabilities include Analytics, and Custom Reports.

Reviews

"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. Thi...s wouldn’t have been possible without automation." - Jerad Bjugstad

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 makes Velocify ideal for Lead Management?

How can Velocify enhance your Engagement Management process?

What benefits does Velocify offer for Lead Routing?

How can Velocify enhance your Communication Management process?

Why is Velocify the best choice 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
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
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
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
CUSTOMERS TESTIMONIALS
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
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
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

Case Studies

COMPANY INDUSTRY CASE STUDIES
Velocify case study
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
Velocify case study
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.
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

ICE Mortgage Technology, Inc Profile

Company Name

ICE Mortgage Technology, Inc

HQ Location

Pleasanton, California

Employees

501-1000

Social

Financials

PRIVATE