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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 LEADTRACK?

For anyone in need of software solutions in the United States, LEADTRACKâ„¢ is the ultimate destination. Our sales lead management software is recognized as the leading option nationwide, providing efficient tracking and management of sales leads. With features specifically designed to streamline your lead management process, you will enjoy automated reminders for updating open leads and effortless performance report generation without any manual input. LEADTRACKâ„¢ can be deployed as either a client-server application or a cloud-based Customer Relationship Management system, offering you flexibility in how you implement it. The software is also mobile-friendly, ensuring that users can easily access it from any browser, making it ideal for those who are frequently on the move. Whether you choose to install it on your own server or use ours, our solution is scalable, accommodating everyone from solo users to large teams. Regardless of the setup you select, you can have confidence that the LEADTRACKâ„¢ sales lead tracking application provides top-notch security for your sensitive information. Additionally, our dedication to outstanding customer support means you will always have the help you need, no matter the situation. We believe that having a reliable software solution should come with peace of mind and comprehensive assistance.

Media

Media

Integrations Supported

Agent Legend
BoldLeads
Botsplash
Campus Cloud Services SIS
Causal
Cloudvirga
Constant Contact
Conversica
Five9
Formstack Documents
Gong
Grow
Keap
LenderHomePage
LendingWise
Mailchimp
Marketo
Ytel
iContact

Integrations Supported

Agent Legend
BoldLeads
Botsplash
Campus Cloud Services SIS
Causal
Cloudvirga
Constant Contact
Conversica
Five9
Formstack Documents
Gong
Grow
Keap
LenderHomePage
LendingWise
Mailchimp
Marketo
Ytel
iContact

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$50 per user per month
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

LEADTRACK

Date Founded

1934

Company Location

United States

Company Website

www.leadtrack.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

Lead Management

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

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