Velocify, Inc Review

Lead management software company, acquired by Ellie Mae

Velocify is AWESOME! I'm thrilled to work for a company that cares for its employees and wants to celebrate them and their successes. Velocify places the customer above all other priorities in all it does. It's fantastic to experience the passion that employees have for this company and it's amazing to be part of a culture where work is fun and co-workers are family.

At the mortgage company that I recently worked at, I was the primary Velocify administrator and was in charge of the software for my office.
My experience with the software and the people at Velocify was nothing short of great. The system has the ability to be fully customized and accomplished all of our goals when it comes to managing our sales leads. The people who work there were also very helpful every time I had to contact them.

As a former Administrator using this system I found it to meet all of my company needs. I loved the ability to redistribute leads, send scheduled reports, and prioritize my leads for my loan officers. The best part of the system is the Dial IQ Shotgun Connect! This is the best software for any Mortgage Company.

Decent system. Overpromised a little upfront but came through in the end. Make sure you get a good rep and keep all your emails and they will take good care of you!

The biggest win that Velocify gives us is flexibility. Flexibility across all areas of our business. It gives our system administrators the flexibility to manage lead flow and easily make distribution and prioritization adjustments on the fly. This flexibility helps increase conversions for our campaigns because of the up-front visibility we can maintain. It also gives our management team the flexibility to have real-time custom reports to help manage the Sales staff proactively vs. reactively. Last but not least, it gives flexibility to our sales people. Using pre-built lead work flows, our sales people have the flexibility to not just call a lead, but actively "work" a lead without much effort on their part. With a click of a couple of buttons, the sales person can call, email, and schedule follow-up with a prospective customer, saving them time and increasing their conversion. In an environment where industry-wide changes occur all of the time, having flexibility in a front-end system is a must have.

I was a little frustrated the last few years with Velocify with the EXCEPTION of Mike Peronto and David Waltuch, these guys are AMAZING! Mike has changed our application rate and contact rate in 3 days. Our application rate went up 100%! All I have to say is WOW. Velocify needs more employees like these to. They actually care about their clients success. Thanks again guys because of you two we are sticking with Velocify!!!!!!!!!!!!!!!!!!

Steve

Good company to go to

Reporter Keith Venable

I consider myself very fortunate to work with so many talented individuals. Great company, revolutionary product, and amazing clients!