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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 Spyglaz?

Gain valuable insights into the risk of potential customer attrition by evaluating factors such as likelihood of loss, customer value, and retention durations, which enables timely interventions for effective asset retention. Additionally, receive personalized recommendations for actions that improve customer interactions, thereby allowing you to focus your sales efforts on distribution partners with a high potential for mutual growth. Understand how distribution partners influence customer retention across various product lines, and strategically direct your upselling and cross-selling efforts towards customers anticipated to appreciate in value over time. Spyglaz redirects focus to your most vital assets: your customers and distribution partners. Utilizing sophisticated machine learning methodologies, we assess behavioral trends and deliver actionable insights that foster swift expansion. With the extensive data at your fingertips, identifying hidden opportunities within vast records can be daunting; however, our tools are crafted to simplify this process. Ultimately, this comprehensive strategy grants businesses the power to refine their tactics and amplify their potential for growth, ensuring a brighter future. As a result, organizations are better equipped to navigate the complexities of customer dynamics and effectively capitalize on emerging opportunities.

Media

Media

Integrations Supported

Agent Legend
BoldLeads
Botsplash
CallTools
Causal
Cloudvirga
Constant Contact
Conversica
FlowUp
Formstack Documents
Gong
Grow
Keap
LeadsBridge
LenderHomePage
LendingWise
Mailchimp
SlideShare
truDigital

Integrations Supported

Agent Legend
BoldLeads
Botsplash
CallTools
Causal
Cloudvirga
Constant Contact
Conversica
FlowUp
Formstack Documents
Gong
Grow
Keap
LeadsBridge
LenderHomePage
LendingWise
Mailchimp
SlideShare
truDigital

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$200 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

Spyglaz

Date Founded

2015

Company Location

United States

Company Website

www.spyglaz.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

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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