LAS VEGAS, March 7, 2017 /PRNewswire/ -- Today, at Ellie Mae Experience, Velocify® announced that more than 125 mortgage lenders to date have taken advantage of an integration between Velocify's sales acceleration solution and Ellie Mae's Encompass mortgage management solution. Expanded last year, the integration allows lenders to order Velocify's solutions directly through Encompass to increase sales, while driving quality and efficiency in the loan origination.
Velocify is also announcing growth in customer usage among the top originators in the nation. Today half of the top 30 largest loan originators and banks in the U.S. use Velocify. Top lenders leveraging the platform include Guaranteed Rate, Caliber Home Loans, among many others.
Velocify and Ellie Mae Encompass Integration
The Velocify-Ellie Mae Encompass integration allows lenders to seamlessly manage every stage of the loan lifecycle – from lead, to application to funded loan. The integration enables lenders to:
- Export leads from Velocify to Encompass in real-time
- Ensure loan and lead data is always accurate and up-to-date with automatic updates mapped to Velocify lead records
- Engage borrowers with SMS and email messages at the right time, leveraging the most up-to-date Encompass loan data
- Easily access lead source data to get an immediate snapshot of application, underwriting and funding activities with Velocify milestone reporting
Mike Eshelman, vice president of marketing at First Direct Lending, said the integration between Encompass and Velocify has been instrumental in helping his loan consultants focus on having a true benefit-based sales conversation with their borrowers. "The Velocify integration gives First Direct Lending easy access to Encompass data so we can help borrowers understand different financing scenarios and monthly payment options," Eshelman said.
The integration between the two critical systems also makes automated workflow a breeze. "The data that synchronizes instantly from Encompass to Velocify triggers different workflows and call strategies. Usually this type of integration can take months and enormous efforts from the IT department, but with Velocify it was simple and fast," Eshelman said.
"While most lenders struggle to harmonize sales campaigns with loan origination, our integration with Ellie Mae has virtually erased this challenge for our joint customers," Velocify President and CEO Nick Hedges said. "First Direct Lending and other forward-thinking clients are proving that automation can not only bridge the gap between sales and production, it can be a real game-changer."
Ellie Mae Customers that Use Velocify Rise to the Top
An increasing number of high-performing mortgage lenders that use Encompass are also clients of Velocify. In fact, 15 of the 26 finalists for this year's Ellie Mae's Hall of Fame Award winners also use Velocify. The award recognizes companies that have distinguished themselves with their innovative use of Encompass.
"Like Velocify, Ellie Mae has a long history of leadership in the mortgage industry, so it's no surprise we share many customers," said Chris Backe, director of financial services for Velocify. "As the mortgage purchase market continues to improve, we look forward to helping more lenders take advantage of this integration and achieve greater sales success in 2017."
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 Velocify.com or follow the company on Twitter @Velocify.
SOURCE Velocify
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