Lead Liaison vs. Velocify by ICE Mortgage Technology

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Lead Liaison
Score 9.0 out of 10
Mid-Size Companies (51-1,000 employees)
Lead Liaison is a cloud-based sales and marketing automation solution. This solution provides equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer's website.
$250
per month
Velocify by ICE Mortgage Technology
Score 8.1 out of 10
N/A
Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.N/A
Pricing
Lead LiaisonVelocify by ICE Mortgage Technology
Editions & Modules
Inbound Marketing
$250
per month
Sales Enablement
$450
per month 5 users
Omnibound Marketing
$780
per month
Lifecycle Marketing
$1,500
per month
Event Lead Management
starting at $2000
No answers on this topic
Offerings
Pricing Offerings
Lead LiaisonVelocify by ICE Mortgage Technology
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup Fee$499 Depends on packageNo setup fee
Additional Details
More Pricing Information
Community Pulse
Lead LiaisonVelocify by ICE Mortgage Technology
Top Pros
Top Cons
Features
Lead LiaisonVelocify by ICE Mortgage Technology
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Lead Liaison
8.8
8 Ratings
13% above category average
Velocify by ICE Mortgage Technology
-
Ratings
WYSIWYG email editor9.08 Ratings00 Ratings
Dynamic content8.57 Ratings00 Ratings
Ability to test dynamic content8.27 Ratings00 Ratings
Landing pages8.77 Ratings00 Ratings
A/B testing8.75 Ratings00 Ratings
Mobile optimization9.06 Ratings00 Ratings
Email deliverability reporting9.310 Ratings00 Ratings
List management8.88 Ratings00 Ratings
Triggered drip sequences9.05 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Lead Liaison
9.0
8 Ratings
15% above category average
Velocify by ICE Mortgage Technology
-
Ratings
Lead nurturing9.58 Ratings00 Ratings
Lead scoring and grading9.08 Ratings00 Ratings
Data quality management8.87 Ratings00 Ratings
Automated sales alerts and tasks8.87 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Lead Liaison
8.9
6 Ratings
17% above category average
Velocify by ICE Mortgage Technology
-
Ratings
Calendaring8.86 Ratings00 Ratings
Event/webinar marketing9.06 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Lead Liaison
8.8
6 Ratings
15% above category average
Velocify by ICE Mortgage Technology
-
Ratings
Social sharing and campaigns9.06 Ratings00 Ratings
Social profile integration8.56 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Lead Liaison
9.2
7 Ratings
20% above category average
Velocify by ICE Mortgage Technology
-
Ratings
Dashboards9.07 Ratings00 Ratings
Standard reports9.37 Ratings00 Ratings
Custom reports9.37 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Lead Liaison
8.5
8 Ratings
12% above category average
Velocify by ICE Mortgage Technology
-
Ratings
API8.88 Ratings00 Ratings
Role-based workflow & approvals8.56 Ratings00 Ratings
Customizability8.07 Ratings00 Ratings
Integration with Salesforce.com8.06 Ratings00 Ratings
Integration with Microsoft Dynamics CRM9.04 Ratings00 Ratings
Integration with SugarCRM9.03 Ratings00 Ratings
Best Alternatives
Lead LiaisonVelocify by ICE Mortgage Technology
Small Businesses
SALESmanago
SALESmanago
Score 9.6 out of 10
Lead411
Lead411
Score 9.2 out of 10
Medium-sized Companies
SALESmanago
SALESmanago
Score 9.6 out of 10
Lead411
Lead411
Score 9.2 out of 10
Enterprises
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.4 out of 10
Responsive
Responsive
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Lead LiaisonVelocify by ICE Mortgage Technology
Likelihood to Recommend
9.0
(8 ratings)
10.0
(11 ratings)
Likelihood to Renew
9.1
(1 ratings)
5.1
(5 ratings)
Usability
8.2
(1 ratings)
10.0
(1 ratings)
Availability
-
(0 ratings)
10.0
(2 ratings)
Performance
-
(0 ratings)
10.0
(2 ratings)
Support Rating
9.1
(2 ratings)
10.0
(8 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Implementation Rating
9.1
(2 ratings)
8.0
(2 ratings)
Configurability
-
(0 ratings)
10.0
(2 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(2 ratings)
User Testimonials
Lead LiaisonVelocify by ICE Mortgage Technology
Likelihood to Recommend
Lead Liaison
I think Lead Liaison could work well for new companies without an existing tech stack as you can also use it as your CRM. For a more mature company, especially one with multiple existing platform, I do not think it is worth switching, as all of the features will likely seem inferior to alternative specialist tools, many of which are cheaper, better supported and better integrated
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Small businesses who do not need complex reporting and analytics would fit well into the Velocify model. There needs to be specific segments that appeal to this type of CRM, and the best feature is within an added layer--dialer. The ability to turn things around and contact your leads immediately was very beneficial to us, and could prove to be a boon for a small to midsize business.
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Pros
Lead Liaison
  • The form customization is perfect. Very easy to use.
  • The insight we get from the form's (GPS) data is nice as we do not have to mandate fields anymore.
  • The ability to pass thru a lot of data on the back end works for our process. The internal receiver (customer service or sales reps) of the form data knows exactly what campaign the lead came from, what clinical specialty is tied to the prospect and what product is of interest. All seamlessly.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
  • The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
  • The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
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Cons
Lead Liaison
  • ROI reporting is lacking to some degree.
  • We get too many feature updates but it doesn't appear to contain anything useful.
  • Not integration friendly.
Read full review
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • Velocify would be well served to create a more robust email drip campaign platform.
  • Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
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Likelihood to Renew
Lead Liaison
Why move from a product that is help grown the speed on Marketing ROI? We see that the dashboards, flexibility and tracking are meeting and exceeding the business needs we had outlined. The support they provide is consistent, available and responsive. They will work with you until your issue is resolved.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
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Usability
Lead Liaison
One item you did not ask, but should be in around customer support. They do a great job of working with you, training and ongoing questions. Lead Liaison is always available and easy to get answers. The dashboards are great to gain business trends. The social media management is easy and a great way to ensure content is being tracked. The ability to gain tracking code for additional tactics. Our team enjoys the easy access and useability. We work with our clients to make sure they have a tool that we can use to scale for their needs. Lead Liaison makes it easy for us to help clients understand that Marketing ROI is closer to their finger tips than ever before.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
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Reliability and Availability
Lead Liaison
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is always up!!
Read full review
Performance
Lead Liaison
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
If the system is set up correctly it will be a game changer for your organization.
Read full review
Support Rating
Lead Liaison
Lead Liaison has tremendous support. I''ve never gone more than a hour or so without a response. They are quick to understand my request, review the options for solution and deliver the best option with the best outcome. Also, the good part is that I don't need support all the time because the product is so easy.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
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In-Person Training
Lead Liaison
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
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Online Training
Lead Liaison
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Velocify offers online training via videos and written descriptions of implementation procedures.
Read full review
Implementation Rating
Lead Liaison
Any issue with the adoption of the product were on our end. I wish we had the band width to run faster so we can know more faster. Our team enjoys the dashboards and ease of using the product. I know our clients are appreciating the results of the information as well.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
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Alternatives Considered
Lead Liaison
I have not used any other product than Lead Liasion. I just recently started using this product and was not aware of the other options. Either way I am looking forward to seeing how far I am able to succeed using Lead Liasion and will continue to use this platform in the future.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
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Scalability
Lead Liaison
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is fully scaleable both vertically and horizontally across the enterprise.
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Return on Investment
Lead Liaison
  • Ability to attract more targeted prospects.
  • Deepen the relationship with existing clients AND increase the amount of revenue from clients as this is an added service in addition to our online marketing services.
  • One client paid for my costs!
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • Faster lead conversion lead us to higher potential for "first school wins" philosophy.
  • Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
  • Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.
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ScreenShots

Lead Liaison Screenshots

Screenshot of Lead Liaison DashboardScreenshot of Lead Liaison Content CreationScreenshot of Lead Liaison Video Marketing