Featured customers
The mortgage sales automation software built to deliver stronger ROI
Velocify is a proven mortgage lead management software solution that helps loan officers and sales teams work leads more efficiently, communicate with borrowers more effectively and improve conversion across the funnel. From mortgage lead distribution to follow-up and reporting, Velocify supports a more disciplined and scalable sales process.
Velocify Pulse®
Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Velocify Pulse helps turn your Salesforce environment into a powerful sales prospecting, closing, and reporting engine.
Velocify LeadManage Enterprise™
Increase lead volume and improve execution with mortgage sales automation built for speed and accountability. Velocify LeadManage Enterprise helps lenders retrieve leads from more than 1,400 integrated lead sources, automate mortgage lead distribution, reassign unworked opportunities and apply mortgage lead prioritization rules so high-value prospects receive timely attention.
This lead routing software mortgage teams rely on is designed to support faster outreach, stronger borrower engagement and more consistent execution across channels. If your business needs auto lead distribution mortgage functionality and a more controlled sales process, LeadManage Enterprise delivers both.
Velocify LeadManager Essentials™
Manual follow-up can add unnecessary delays to the loan lifecycle. LeadManager Essentials helps distributed retail loan officers drive more business and close loans faster with automated multichannel marketing and communications. Teams can generate new leads, follow up on abandoned applications and missing documents, deliver milestone updates and nurture customers with less manual effort.
For lenders evaluating mortgage sales pipeline software that improves consistency without adding complexity, LeadManager Essentials supports a more efficient process from first contact through ongoing engagement.
Velocify Dial-IQ®
Reliable and functionally-rich sales dialer built for the mortgage industry. Dial-IQ not only encourages more calls to happen, it assists your loan officers in making calls that drive conversations to actionable next steps. More productive calls, faster closing rates, and real-time reporting insights make Dial-IQ a must-have tool for your team.
Why lenders use Velocify for mortgage sales automation
Velocify helps lenders build a more responsive and efficient sales operation by supporting:
- Faster mortgage lead response time
- Automated mortgage lead distribution
- Smarter mortgage lead prioritization
- Better borrower follow-up across channels
- Stronger Salesforce mortgage integration
- More consistent sales execution and reporting
Power your growth with ICE customer acquisition solutions
Connect ICA, Velocify, Surefire and Encompass Consumer Connect to support a more efficient path from lead generation to digital application, borrower engagement and conversion.
- Generate and nurture mortgage leads
- Route and manage opportunities faster
- Capture digital applications with less friction
- Support stronger borrower engagement across the journey
See how ICE customer acquisition solutions work together to help drive growth, improve efficiency and create a more connected lending experience. .