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Velocify LoanEngage Announces New Sales and Marketing Solution

NationalMortgageProfessional.com
Jul 01, 2016
Velocify has launched Velocify LoanEngage, a mortgage marketing and sales platform designed to help retail lenders grow their business and close more purchase loans

Velocify has launched Velocify LoanEngage, a mortgage marketing and sales platform 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 chief executive office 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.”

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 (LOS).

“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.”

Key features of Velocify LoanEngage include: Marketing automation; referral management; sales lifecycle management; and reporting and analytics.

In addition, Velocify LoanEngage can be integrated with leading loan origination systems (LOS) such as Ellie Mae’s Encompass, allowing loan offers to import borrower and loan data into the LOS, as well as automatically retrieve LOS data to communicate changes in loan status to borrowers and real estate agents.

“Every lender wants to put more people in homes and give borrowers a great mortgage experience. Yet today's retail lenders have a ton of potential revenue that is locked down by inefficiency,” said Chris Backe, Velocify’s director of financial services. “We took a long hard look at everything that was getting in a retail lender’s way and created a platform that eliminates these inefficiencies while enhancing visibility and compliance."

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