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Manage Your Leads to Make the Money!
May 09, 2014

Manage Your Leads to Make the Money!

Sara Razmus | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise/Advanced Edition with Dial IQ

Overall Satisfaction with Velocify

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.
  • Increased lead to contact from 30% to upward of 70%
  • Increased speed to contact attempt from 5-10 minutes to less than 1 minute
Velocify listens to the feedback from users and puts their money behind system improvements. The technology put behind this system is fantastic! Not to mention the knowledge of their team is fantastic!
Velocify is amazing if powered by the right management. Just like any piece of technology, garbage in - garbage out. I suggest making sure your management is well trained so they can ensure their users are effective. Velocify has some incredible talent working there. I suggest making great connections with those on your team and it will help greatly during the tenure of your working relationship.