Vendor Launches New Sales And Marketing Automation

Velocify has launched Velocify LoanEngage. The all-in-one mortgage marketing and sales platform is designed to help retail lenders grow their business and close more purchase loans. Velocify LoanEngage brings together automated marketing, lead management and referral partner management features into a single platform, bridging the gap most lenders experience between their marketing and sales efforts, while enhancing visibility, compliance, and productivity in the mortgage process.

“For years, retail mortgage lenders have struggled to create harmony between their sales and marketing activities because they were using disparate systems that couldn’t talk to each other,” said Nick Hedges, president and CEO of Velocify. “Velocify LoanEngage solves this problem by placing each of these critical functions in one place, allowing loan officers to focus on their most precious asset – relationships with referral partners, new borrowers, and existing clients.”

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Due to inefficiencies and lack of coordination between sales and marketing efforts, most retail lenders have trouble converting borrower leads—even leads from their existing client databases. Velocify LoanEngage eliminates this gap by providing automated marketing solutions with lead management, and then integrating both into a lender’s loan origination system. The result is a consistent, transparent marketing and sales process that lets lenders see what is going on with every borrower, loan officer, and referral source, from the pre-application stage through closing and beyond.

“We’ve been waiting for a platform like Velocify LoanEngage for some time. There is nothing in the market like it,” said Jeff Richard, Midwest regional marketing manager with MCS Mortgage Bankers. “With Velocify LoanEngage our loan officers will be able to manage and leverage their most productive referral sources. In addition, the automated marketing materials and new visibility into the sales process will help us ensure compliance, close more loans, and operate with far greater efficiency.”

Velocify LoanEngage builds upon Velocify’s mortgage lead management and auto-dialer capabilities—which enable lenders and mortgage professionals to respond to potential borrowers and stay focused on the highest priority sales opportunities. The platform helps retail mortgage lenders more effectively find and engage more borrowers, manage referral sources, and ultimately close more loans.

About The Author

Tony Garritano

Tony Garritano is chairman and founder at PROGRESS in Lending Association. As a speaker Tony has worked hard to inform executives about how technology should be a tool used to further business objectives. For over 10 years he has worked as a journalist, researcher and speaker in the mortgage technology space. Starting this association was the next step for someone like Tony, who has dedicated his career to providing mortgage executives with the information needed to make informed technology decisions. He can be reached via e-mail at