Introducing Velocify LoanEngage, the Only Full-Featured Sales and Marketing Solution for Retail Mortgage Lenders

June 28, 2016

Platform simplifies marketing and sales activities so retail loan officers can focus on building relationships that translate to closed loans

June 28, 2016 – LOS ANGELES, CA –   Velocify®, the mortgage industry’s leading sales acceleration technology, today 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.”

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 industry-leading mortgage lead management and auto-dialer capabilities—which enable lenders and mortgage professionals to respond quickly 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.

Key features of Velocify LoanEngage include:

  • Marketing Automation Velocify LoanEngage provides automated marketing collateral that let both lenders and loan officers create consistent, compliant marketing materials. It also sends tailored messages at the pre-application, in-process, and post-application stages, ensuring consistent messaging by email and text. Velocify LoanEngage also comes equipped with online presentations for mortgage borrowers that can be viewed on any device. Through LoanEngage, lenders can track when the presentations are viewed and follow up immediately with borrowers to help them take the next steps.


  • Referral Management Velocify LoanEngage automatically updates Realtors with triggered emails at key loan stages and lets lenders track and measure referral partner performance.


  • Sales Lifecycle Management Through automated reminders, Velocify LoanEngage ensures frequent follow-ups and helps loan officers prioritize communication with agents and borrowers, even after loans have closed.


  • Reporting and Analytics Velocify LoanEngage provides corporate insights into key performance and productivity metrics based on loan officer, branch, lead source and other factors—plus it preserves a historical record of communications for compliance purposes.


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.”


About Velocify
Velocify® is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by bringing speed and control to the entire sales process. Velocify helps sales teams prospect with more precision, accelerate lead engagement, and implement optimized workflows, ultimately helping sales teams find and convert more leads. Velocify has recently been recognized as one of the fastest growing companies in North America by Deloitte and Inc.  For more information, please visit or follow the company on Twitter @Velocify.