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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 LeadScoring.AI?

LeadScoring AI stands out as a sophisticated lead-scoring platform that seamlessly integrates with major CRM systems to collect real-time data on customer engagements and analyze historical behaviors, pinpointing patterns that contribute to successful sales conversions. With a straightforward three-step approach—integrating with CRMs, training AI on anonymized datasets, and supplying actionable scores and insights within the CRM—the solution evolves by learning from lead interactions, identifying high-value prospects, and creating strategies to reengage those less likely to convert. Its PrivacyPurge IQ feature maintains GDPR compliance by automatically purging personal data, thereby mitigating bias in data handling, while intuitive dashboards provide insights into first-response rates, enhanced conversion statistics, and ROI improvements within a mere 30 days. By streamlining lead prioritization, reducing manual guesswork, and offering strategic recommendations within existing sales processes, LeadScoring AI significantly boosts teams’ conversion capabilities. Furthermore, the platform’s ability to consistently adapt and improve its scoring methodologies ensures that sales teams remain responsive to shifting market dynamics and evolving customer needs. This continuous evolution not only enhances operational efficiency but also fosters a more proactive sales environment.

Media

Media

Integrations Supported

Botsplash
CallTools
Causal
Cloudvirga
Gong
Grow
HubSpot CRM
Keap
LenderHomePage
LendingWise
Marketo
Mav
Sales Boomerang
Salesforce
SlideShare
TrueDialog
Ytel
Zoho CRM
iContact
truDigital

Integrations Supported

Botsplash
CallTools
Causal
Cloudvirga
Gong
Grow
HubSpot CRM
Keap
LenderHomePage
LendingWise
Marketo
Mav
Sales Boomerang
Salesforce
SlideShare
TrueDialog
Ytel
Zoho CRM
iContact
truDigital

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per user per month
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

ICE Mortgage Technology

Date Founded

2000

Company Location

United States

Company Website

www.icemortgagetechnology.com/products/velocify

Company Facts

Organization Name

LeadScoring.AI

Company Location

Spain

Company Website

www.leadscoring.ai/

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

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