Velocify is the pioneer CRM and sales management platform for the mortgage industry. It incorporates telecommunication, email marketing, sales marketing, lead management, and calendar scheduling, all features in one platform so that you can close more loans faster. It automatically allocates the leads to the right sales representative based on priority, expertise, and staff availability, bringing more speed and control to the sales team.

Here are some key features of Velocify:

  • Predictive lead scoring
  • Lead management
  • Sales force automation
  • P&C Insurance
  • Integrated telephone management
  • Reporting and management
  • Automatic lead handling

Therefore, Velocify is a cloud CRM with inbuilt sales automation tools that keeps the agents organized with leads to increase conversions.

If you have additional questions about this integration or are a current client looking to integrate their experience with this application, please message us using the form below.

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