• Business Description:
    Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and improve conversion rates by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights. The company has helped more than 1,500 companies, including more than 700 mortgage lenders; improve customer acquisition practices and sales performance. Any mortgage company, no matter its size, can now manage and convert leads on a scale comparable to much larger financial institutions—thus allowing lenders to supercharge revenues and helping loan officers become more efficient. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal.
  • Year Founded:
  • Website:

Accelerate Sales Performance

What Are Velocify’s Services & Solutions?

Velocify LeadManager™ is an intelligent sales automation platform that empowers sales management to quickly deploy world-class selling and lead management strategies across sales team to ensure sales reps respond to leads faster than ever, boosting the number of activities your team is able to complete each day and taking the guesswork out of selling. With Velocify LeadManager, you can rest assured that salespeople are focused on the best opportunities, while ensuring no lead is left behind.
Lead Capture and De-Dupe
Configurable Lead Scoring
Flexible Lead Distribution
Continuous Activity Prioritization
Automated Lead Nurturing
Real-Time Dashboard and Reporting
Velocify Dial-IQ™ brings incredible speed and efficiency to your sales team, dramatically improving time-to-contact, call volume, and productivity. Velocify Dial-IQ provides sales teams with a host of outbound dialing and inbound handling features to drive improved productivity, effectiveness, and sales conversion.
Phone-Based Lead Routing
Outbound Cloud Dialing
Inbound Call Handling
Call Insights

How is Velocify Truly Unique?

Velocify fulfills a critical need by providing a simple way for mortgage companies and loan officers to identify the best leads and quickly and diligently convert them into sales. This eliminates lost time chasing unqualified borrowers, manually inputting names and numbers into an LOS or database, and trying to find where a borrower’s name, phone number or requested loan program were written down. There are literally dozens of sales CRM solutions for mortgage lenders, yet none are able to accelerate the sales process or constantly refine and improve selling practices to drive better results the way Velocify can. Velocify focuses on lead management from initial contact to close nurturing the lead throughout the entire process.

How Does Velocify Add Value?

Velocify’s success and industry impact is based on being a unique technology that makes the mortgage transaction faster, more efficient, and more compliant BEFORE a mortgage application is even submitted. In fact, Velocify has changed the way lenders do business not only by increasing conversions rates, but by adding huge efficiencies at the very beginning of the process and speeding up the entire transaction. No other company has achieved better results for tracking, scoring and distributing borrower leads. And since Velocify released its automated dialing solution, Dial-IQ, in 2012, its customers began seeing a 66 percent increase in successful contact and a 77 percent increase in conversion rates.

What’s Next for Velocify that Lenders Should Know?

In today’s changing and evolving market, Velocify continues to further develop its product to cater to the constant changes in the industry such as the shift from refi to purchase. As our platform adapts to change, our product will allow lenders to create more customized templates and provide them with the competitive advantage they need to keep up. (5331)