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features
design
support

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Write a Review

Description

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

Description

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agent Legend No 
BluMortgage Yes 
CallTools No 
Campus Cloud Services SIS No 
Cloudvirga No 
Constant Contact No 
Conversica No 
Cyclr No 
DocMagic Yes 
FlowUp No 
FormFree Yes 
Google Drive Yes 
Grow No 
HubSpot Marketing Hub No 
Keap No 
LenderHomePage No 
MDE Pro Yes 
Mailchimp No 
Shape Software Yes 
TrueDialog No 

Integrations

Agent Legend Yes 
BluMortgage No 
CallTools Yes 
Campus Cloud Services SIS Yes 
Cloudvirga Yes 
Constant Contact Yes 
Conversica Yes 
Cyclr Yes 
DocMagic No 
FlowUp Yes 
FormFree No 
Google Drive No 
Grow Yes 
HubSpot Marketing Hub Yes 
Keap Yes 
LenderHomePage Yes 
MDE Pro No 
Mailchimp Yes 
Shape Software No 
TrueDialog Yes 

Pricing Details

$79 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$60 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Floify

Founded

2013

Country

United States

Website

floify.com

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages Yes 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

Product Features

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Alternatives

Alternatives

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