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What is Velocify?

Succeeding in today's mortgage market requires a well-organized and sophisticated sales approach. Velocify®, a component of the ICE Mortgage Technology™ Platform, leverages the capabilities of sales automation to improve your team's efficiency and maintain their focus on revenue-generating activities. By optimizing and executing your customized sales process within Salesforce, your sales team, Salesforce admins, and loan officers will be significantly empowered to grow the business and secure more loans. This integration transforms your Salesforce framework into a powerful asset for lead generation, deal closure, and the creation of valuable reports. Are you ready to elevate your lead conversion rates by an astonishing 400%? Gain access to mortgage leads from over 1,400 connected sources, automatically distribute new leads, reassign those that haven’t been acted upon, prioritize communications with potential clients, and craft individualized sales workflows to ensure timely follow-ups for all leads. By swiftly addressing urgent inquiries, you can implement more effective sales strategies, ultimately resulting in a higher volume of closed loans, which fosters enhanced profitability and expanded growth prospects for your enterprise. In the competitive landscape of mortgages, adopting these strategies is essential for staying ahead of the curve.

What is Flourish?

Flourish is a dedicated business management application specifically designed for those engaged in direct sales. By leveraging Flourish, you can enhance your organizational efficiency and concentrate mainly on increasing your sales! This tool works flawlessly within your web browser, enabling access from any computer connected to the internet. We prioritize your security, ensuring that all transactions are encrypted with SSL, and your data is backed up securely on a daily basis. Flourish stands out as it is specifically crafted for direct sales professionals, and we are committed to continuously updating the platform with innovative features that cater to your industry. Unlike many direct sales companies that may not equip you with the necessary tools for success, our objective is to provide you with top-notch resources. Flourish serves as a multifaceted assistant, acting as your personal aide, bookkeeper, inventory manager, technical support, and business mentor all in one. While there are many business management tools available, most are too broadly focused and do not adequately address the particular requirements of your business. With Flourish, you can be confident that you have a solution that genuinely understands and accommodates the specific demands of direct sales, helping you thrive in your endeavors. Furthermore, we are dedicated to providing exceptional customer support to ensure you can maximize your use of our platform.

Media

Media

Integrations Supported

Campus Cloud Services SIS
Causal
Conversica
Five9
Formstack Documents
Gong
Grow
LeadsBridge
LenderHomePage
LendingWise
Mailchimp
Mav
Sales Boomerang
SlideShare
Storydoc
TrueDialog
Ytel
iContact
truDigital

Integrations Supported

Campus Cloud Services SIS
Causal
Conversica
Five9
Formstack Documents
Gong
Grow
LeadsBridge
LenderHomePage
LendingWise
Mailchimp
Mav
Sales Boomerang
SlideShare
Storydoc
TrueDialog
Ytel
iContact
truDigital

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per user per month
Free Trial Offered?
Free Version

Pricing Information

$10.00/month/user
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

ICE Mortgage Technology

Date Founded

2000

Company Location

United States

Company Website

www.icemortgagetechnology.com/products/velocify

Company Facts

Organization Name

Flourish

Date Founded

2011

Company Location

United States

Company Website

www.flourishapp.com

Categories and Features

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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