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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
Botsplash
CallTools
Campus Cloud Services SIS
Cloudvirga
Constant Contact
Cyclr
Formstack Documents
Gong
Grow
HubSpot Marketing Hub
LeadsBridge
LenderHomePage
Mav
Sales Boomerang
SlideShare
TrueDialog
iContact
truDigital

Integrations Supported

API Availability

API Availability

Pricing Information

$60 per user per month
Free Trial Offered?

Pricing Information

$200 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

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

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
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

Big Data

Predictive Analytics

Inside Sales

Lead Capture
Lead Scoring

Lead Management

Activity Tracking
Lead Capture
Lead Segmentation

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence

Sales Enablement

Lead Management

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