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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 Round Robin Distributor?

The Round Robin Distributor is a versatile software solution designed to automate the routing of leads and cases through sophisticated round-robin algorithms and criteria-based bulk data assignments. It integrates seamlessly with Salesforce CRM, requiring no extra setup for users. This tool boasts a wide range of capabilities, including the ability to match SFDC record assignment rules based on various factors such as representatives' skills, the accounts they manage, their operating territories, and lead source metrics, among others. It empowers users to prioritize leads that are deemed hot or cases with high urgency, which is essential for effectively managing the sales funnel and ensuring timely responses. Additionally, teams can be configured according to specific business logic, allowing for tailored assignments that include specific sales representatives. Furthermore, the software can effectively manage agent schedules, enabling the temporary disabling of assignments when agents are unavailable, thus ensuring optimal resource allocation and efficiency in lead management. This comprehensive functionality makes the Round Robin Distributor an invaluable tool for organizations looking to streamline their lead routing processes.

Media

Media

Integrations Supported

Adobe Marketo Engage
Agent Legend
BoldLeads
CallTools
Campus Cloud Services SIS
Cloudvirga
Constant Contact
Conversica
Cyclr
FlowUp
Gong
HubSpot Marketing Hub
LenderHomePage
LendingWise
Mav
ProspectBoss
Sales Boomerang
SlideShare
Ytel

API Availability

API Availability

Pricing Information

$60 per user per month
Free Trial Offered?

Pricing Information

$169/company/month (10 users)
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online 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

Mirketa

Date Founded

2003

Company Location

United States

Company Website

www.mirketa.com/round-robin-distributor/

Categories and Features

Inside Sales

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

Lead Management

Activity Tracking
Lead Distribution
Pipeline Management
Source Tracking

Lead Scoring

Not specified

Sales Acceleration

Not specified

Sales Gamification

Not specified

Categories and Features

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