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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 OptifiNow?

OptifiNow provides management teams with the tools needed to efficiently supervise their sales staff and results. Its comprehensive enterprise solutions offer seamless sales support and management throughout the entire customer journey, all accessible through the cloud. The OptifiNow Team pairs exceptional customer support with a premier cloud-based Sales and Marketing Platform. This versatility allows organizations to tailor their own sales and marketing metrics, ultimately leading to the identification of more potential customers and an increase in successful deal closures. Our mission is to redefine the selling environment. By utilizing our sales and process automation tools, we empower businesses to design customized sales frameworks that drive achievement. OptifiNow is a robust cloud-based platform specifically engineered to adapt to the ever-changing needs of contemporary sales teams. By integrating all essential software tools and functionalities into one cohesive system, it boosts both efficiency and effectiveness in sales activities. Moreover, OptifiNow is dedicated to transforming how sales are approached in the fast-paced market of today, ensuring that businesses are well-equipped to thrive.

Media

Media

Integrations Supported

Agent Legend
BoldLeads
CallTools
Campus Cloud Services SIS
Causal
Cloudvirga
Constant Contact
Five9
FlowUp
Formstack Documents
Gong
Grow
HubSpot Marketing Hub
Keap
LenderHomePage
Marketo
Mav
Sales Boomerang
TrueDialog
iContact

Integrations Supported

Agent Legend
BoldLeads
CallTools
Campus Cloud Services SIS
Causal
Cloudvirga
Constant Contact
Five9
FlowUp
Formstack Documents
Gong
Grow
HubSpot Marketing Hub
Keap
LenderHomePage
Marketo
Mav
Sales Boomerang
TrueDialog
iContact

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

OptifiNow

Company Website

optifinow.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

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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