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Velocify is a versatile software that is used by various teams across different divisions in organizations. Its broad range of …
Overview
What is Velocify by ICE Mortgage Technology?
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.…
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What is Velocify by ICE Mortgage Technology?
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…
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What is Velocify by ICE Mortgage Technology?
Velocify by ICE Mortgage Technology Competitors
Velocify by ICE Mortgage Technology Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
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.
SalesExec are common alternatives for Velocify by ICE Mortgage Technology.
Reviewers rate Support Rating highest, with a score of 10.
The most common users of Velocify by ICE Mortgage Technology are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
Velocify is a versatile software that is used by various teams across different divisions in organizations. Its broad range of applications includes marketing, sales, admissions, management, executive, business, and analytics teams. One of the significant use cases of Velocify is in the enrollment process where it helps break down the black holes of the process and provides more granularity. Loan originators also benefit from Velocify as it serves as a contact manager for all leads, enabling them to sell effectively.
The system establishes standards of success and creates dynamic workflows for users to follow, eliminating guesswork by determining which lead to call next. It offers features like speed to contact, lead prioritization, pull distribution, and automated smart and status-specific drip email. Users appreciate its ability to track every follow-up call and monitor the speed of reaching out to new leads transparently. Velocify is considered superior to other CRM systems by long-term users who have extensive experience in internet sales. The software's features and capabilities, as well as the professionalism and responsiveness of the sales representative and support team, are highly praised.
In addition to enrollment and sales teams, Velocify is widely used across entire organizations for lead management and campaign organization under different divisions. Its priority rules and scheduling features help prioritize outbound calling and follow-up campaigns with prospects, contributing to day-to-day success for over 100 employees. This software keeps the entire organization organized, connected, and efficient while helping businesses make more money.
Furthermore, Velocify plays a crucial role in admissions by organizing the lead base and generating reports. It facilitates file tracking by allowing files to be sent to different milestones of the application process and assigned to specific people. This ensures that everyone stays on track with their tasks. Moreover, Velocify addresses the business problem of providing additional leads during slow times of the year by making the software available to the entire company.
Overall, Velocify proves to be a valuable tool in streamlining various aspects of business operations, from lead management to sales and admissions. Its versatility and range of features make it an indispensable asset for organizations looking to enhance their efficiency and productivity.
Attribute Ratings
Reviews
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
January 22, 2016
You'll Love Velocify For Specific Functions
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.
- Velocify affords me the ability to customize reports of very specific data points.
- I can create specific views that enable me to stay on top of an individual's daily activity.
- 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)
September 29, 2015
Velocify Review
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.
- Prioritizes leads
- Reporting
- Schedule reminders
- Search fields
- One search field for "full name"
- "Key word search"
- Sometimes it times out during the day while you are using velocify and you have to log back in
December 31, 2014
review
Score 7 out of 10
Vetted Review
Verified User
Used for payroll and as a roster for our department.
- Customizable
- Easy to update
- Good reporting
- Doesn't catch when you accidently add a space at the end of an entry and makes reporting harder
- MUST pay close attention to details
December 17, 2014
Velocify--Great for front end lead conversion, not much else
Score 1 out of 10
Vetted Review
Verified User
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.
- The simplicity of the system setup is relatively easy.
- The built in speed to lead Dialer worked very well and distributed leads accurately.
- The help and support area was easy to navigate.
- No limitation on numbers of fields assisted with our need for granularity.
- The canned reporting is not a one size fits all, and therefore customization of reports was needed. However, the ability to filter different criteria in and/or boolean was non-existent.
- Customer Service and personable touch was poor at almost every level. We were with Velcoify for 2 years and we had to repeatedly explain our business to them with each issue.
- Fields were not able to be shared across different areas, which proved to be problematic with different reporting needs.
- Validation was only added to the system in the last few months, and this was very basic; because there were not specific security items for each role, this made our data integrity very shaky.
- Creating emails and duplicating statuses, etc was labor intensive. There was no ability to clone existing emails, status, actions.
- Drip campaigns were not available.
- Vendor posting proved problematic at times, and the fact that anyone could enter anything into a drop down (again, validation) proved problematic as well.
December 09, 2014
Velocify Consulting-Creating simplicity, efficiency, reporting and consistency of use
Score 10 out of 10
Vetted Review
Verified User
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).
- Shotgun Connect-enables a very short speed to call after lead is posted
- Click to Dial-enables simple click on phone number to place call
- Prioritized View-enables management to set the priority in which leads should be called by users
- Pull Distribution-enables the sharing of leads amongst users based upon management rules
- Smart Status specific drip email marketing
- Totally customizable to any industry or work flow
- Lead Prioritization (management sets criteria for which leads are priority)
- Reporting (various canned and ad hoc reports)
- Ease of use (ramp up time for users 2-5 days)
- Blast email capability
- Local caller ID (customer sees local area code on caller ID)
- Lead distribution (granular lead distribution capability)
- Calendar Events
- Pre-recorded voice mail messages
- Many other features
- Ease of integration with other apps
- While I personally have not had an issue with customer support, I have heard that some companies have had issues.
May 09, 2014
Manage Your Leads to Make the Money!
Score 8 out of 10
Vetted Review
Verified User
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!
- 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!
- I would like to see more seamless integration with the LOS. The system will update from statuses between the LOS and Velocify, but that requires an overnight sync and does not sync any additional information. Real-time would be ideal!
- More robust reporting would be great! I would love to see some of the custom reports that administrators have created to become system reports platform wide.