Mortgage CRM software to build and grow business relationships

Velocify LoanEngage®

Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers. In addition to the marketing features offered by other platforms, which mostly benefit lenders, Velocify LoanEngage provides our unique brand of sales automation that helps loan officers build and grow their relationships with borrowers and referral partners.

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Mortgage CRM software to build and grow business relationships

Lenders and loan officers unite

Productivity

The lending process requires performing a multitude of sales and marketing activities, keeping realtors up to date, and engaging with potential borrowers. Help loan officers close more loans with tools built specifically to delight borrowers and simplify the referral, sales, and marketing processes.

Compliance

Enforcing compliance across various branches with multiple loan officers is challenging. The potential financial risk and liabilities are very real. Leverage a platform that makes compliance a breeze with automated and corporate-approved messaging that includes borrower opt-in functionality.

Visibility

Having data spread across disparate systems is problematic. Track all activities, from referral to close, and beyond, with a centralized report hub, giving you the ability to optimize your sales process and make data driven decisions.

Empower your LOs to bring in more business

See how Velocify Pulse + Ellie Mae’s Encompass Digital Lending Platform® helps lenders originate more loans, lower costs, and reduce time to close.


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Learn more

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Referral management

Keep the referrals coming by enabling compliant co-marketing while keeping referral partners in the loop at every stage in the borrowing process. Give loan officers better visibility into which sources are performing so they can make better decisions.

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Marketing automation

Ensure compliance and brand consistency with email templates and track campaign success with corporate-approved emails and texts. Empower loan officers to close and retain business with automated pre-app, in-app, and post-app communication.

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Sales lifecycle management

Give borrowers a modern mortgage experience with compelling visual loan scenarios. Ensure valuable opportunities don’t slip through the cracks by giving loan officers visibility into their most important sales activities from prospect to close and beyond.

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Reporting and analytics

Make data-driven decisions with the only solution that can aggregate loan officer, referral source, and campaign performance data across the entire sales process. Protect your company with compliance tracking at all stages of the sales and marketing process. Respond to opportunities from key market changes instantly with real-time market insight and clear metrics of how your content is being viewed.

Unified dashboard: Whether in the office or in the field, give loan officers visibility into top activities, lead source performance, borrowers’ interaction with loan presentations, and interest rate trends so they can quickly make better decisions about where to focus their efforts.

Intelligent sales workflow: Let Velocify’s proven technology simplify the sales and marketing process so loan officers spend less time planning and more time doing. Ensure timely follow-up with potential clients, current clients, and referral partners with easy-to-follow cues and notifications.

Automated communication: Free loan officers’ time by automating tailored email and text communications when borrowers reach key milestones. Enforce consistency and compliance with corporate-approved messaging. Keep new leads warm and current clients engaged with drip and nurture emails.

Partner management portal: Give loan officers the tools to make the most of their partner relationships. Keep referrals coming by automatically keeping referral partners in the loop. Give loan officers visibility into partner performance for better decision making.

Simplified solutions: Using multiple products for each of your activities is complex and limits visibility into connected loan stages. Using LoanEngage ensures consistency and compliance while providing accurate reporting throughout the process.

Velocify pricing and editions that scale with your business

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  • Standard
    • Unified dashboardgive
    • Referral management
    • Compelling mortgage presentations
    • Compliant communications
    • Intelligent, dynamic sales workflow

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  • with Dial-IQ Outbound
    • Click-to-call
    • Shotgun dial
    • Power dialing
    • Local caller ID
    • Next call
    • Pre-recorded voicemails
    • Advanced call transfer
    • Call recording
    • International dialing

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  • with Dial-IQ Outbound Plus
    • Live Coaching
    • Number Provisioning
    • Call Routing
    • Interactive Call Menus
    • Call Tracking Insights

Need a Customized Quote? Learn more | Using Salesforce? View Velocify Pulse™ Editions

“With Velocify LoanEngage, the automated marketing materials and new visibility into the sales process will help us ensure compliance, close more loans, and operate with far greater efficiency.”

Jeff Richard
Midwest Regional Marketing Manager, MCS Mortgage Bankers
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