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What is Velma CRM?

Our automation solutions integrate effortlessly with existing record management systems, such as the loan origination system (LOS), enabling data-driven workflows that improve both the speed and accuracy of loan processing. By utilizing cutting-edge marketing automation tools and engagement technologies, in conjunction with multi-channel communication, we build lasting relationships that drive increased referrals, enhance customer retention, and result in a greater number of closed loans. Velma CRM is committed to fostering strong connections for Loan Officers, which leads to a consistent flow of repeat and referral business. With the implementation of automated marketing campaigns, effective communication strategies, a user-friendly interface, and accessible marketing resources, sustaining customer loyalty becomes an easy endeavor. Velma CRM stands out in providing exceptional marketing management and messaging while seamlessly fitting into your current business operations, guaranteeing smooth operational processes. This holistic strategy not only enhances efficiency but also enables Loan Officers to concentrate on their core strength: creating significant relationships with their clients. By prioritizing these connections, we ensure that Loan Officers can maximize their potential and achieve their business goals.

What is Rekon?

Rekon's leading software solution expertly manages lien releases and assignments, while adeptly accommodating the unique requirements of more than 3,600 recording offices, significantly reducing the chances of errors and their corresponding penalties. The system continuously archives and refreshes all recording standards and ensures ongoing dialogue with local recording offices to promptly incorporate any updates into the software. By automating numerous tasks such as data entry, calculating recording fees, and processing payment checks, the platform enhances overall efficiency. Furthermore, workflows are systematically allocated, and the duration of each work queue is carefully monitored, enabling servicers to assess and optimize employee performance. Given the vast diversity of recording requirements, handling lien releases and assignments manually can result in considerable mistakes and costly delays. Rekon’s advanced technological solution not only simplifies the entire process but also grants servicers complete control over their documentation. This level of sophistication allows servicers to concentrate on their primary duties, assured that their recording tasks are managed with proficiency. Ultimately, this innovative approach not only boosts productivity but also fosters a more streamlined workflow across the board.

Media

Media

Integrations Supported

TrustEngine

Integrations Supported

TrustEngine

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Velma

Date Founded

2006

Company Location

United States

Company Website

www.meetvelma.com

Company Facts

Organization Name

Rekon Technologies

Date Founded

1994

Company Location

United States

Company Website

www.rekon.com/rekon

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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