Velocify by ICE Mortgage Technology

Formerly Ellie Mae

Velocify is a great program that has helped the entire Sales team keep up with their entire catalog of leads. Supporting over 100 employees, it's been the staple of our day to day success. The system keeps our entire organization in order and helps keep everyone connected including the customers! I would recommend this program to any other business whose goal is to make more money, stay organized, and work more efficiently.

We use Velocify in our business development team. With Velocify's priority rules and scheduling features, it allows us to prioritize outbound calling and follow-up campaigns with prospects. Previously, prospects were not prioritized based on time zone and lead score, but now we are able to determine who is the best prospect to call first.

Velocify is available to the entire company. One main business problem it addressed was providing additional leads during slow times of the year.

We use Velocify across our entire organization to mange our leads. We have several divisions and need to manage a large number lead campaigns under these divisions. Velocify enables us to do that all in one place.

I have had my company for 24 years and have been in the internet sales side since the inception of internet leads. During this time I have used the Velocify program for many years. Most recently I changed CRMs to Dial Your Lead, "DYL". What a mistake that was. During the sales process and product overview, I was promised that the DYL program had the same exact features and capabilities. Unfortunately I found out the hard way, it does not. Please note I purchase over 6K leads per month and have 22 producers in our Sales Department. Therefore on "Go Live" day my company was turned upside down. Long story to make it short, the Velocify Program is far superior than any other CRM that I have seen. In addition, my Sales Representative, Kenyetta Johnson has always been professional, quick to respond and accurate with responses and product information. In addition, the Velocify Service and Support Team addresses any and all issues quick and prompt and solves problems efficiently.

We use Velocify in admissions and use it to organize our lead base. It is a tool used every day and we manage to this and get reports from this.

Used for payroll and as a roster for our department.

We utilized Velocify to manage our student life cycle as well as transactional emails at each stage of the process. This was being utilized by our marketing and sales, admissions teams, management and executive teams, as well as the business and analytics area. Velocify was designed to help us be able to break down the black holes of the enrollment process and give more granularity to the process as a whole.

I have been an administrator on this system since 2005. I have used the system at a high level longer than anyone in the U.S. The benefits of Velocify for lead management are huge. The top four benefits in my opinion are: speed to contact (ability to contact client within seconds of new lead being posted), lead prioritization (ability for management to set criteria for prioritizing a users efforts), pull distribution (ability for leads to be shared amongst users based on criteria set by admin) and automated smart and status specific drip email (timely emails).

We use Velocify, which was Leads360 when I started, to send files to different milestones of the application process and to assign it to specific people in departments that can pick it up in their queue. It helps people stay on track of the file and also helps us track where the file has been and see specific notes that others in the file have added for the current users review.

Velocify is used exclusively by our loan originators as the contact manager for all leads. It empowers our originators do what they do best, sell. The system allows for the company to set up standards of success and create a dynamic work flow that is easy for the user to follow. Not only does it take the guess work out of what lead to call next, Velocify enables management to thoroughly track and monitor all user activity. What your loan originators are doing to convert that next lead is transparent down to every follow up call and how fast they reached out to that new lead. Whether you are a user or manager, you will love the power the system puts behind your ability to sell!