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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.

Description

We recognize that each client operates under distinct organizational structures, objectives, and priorities, which is why our tailored Incentive Compensation Management service is crafted to ensure maximum adaptability and alignment with your business goals. Our cutting-edge Sales Performance Management platform delivers a wealth of information and insights at your fingertips, enabling you and your team to enhance productivity and accomplish more of your strategic ambitions. With a newly revamped, future-ready engine, XTIVA integrates sophisticated features designed to bolster your business’s success. Our extensive experience, spanning decades, is a significant asset that influences the way you and your team function. At XTIVA, we focus exclusively on Financial Services firms, allowing us to fully understand the unique and complex nature of your business requirements, which encompasses a diverse array of challenges related to producers, regulators, operations, shareholders, and customers. We pride ourselves on delivering solutions that are finely tuned to address these multifaceted issues effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage
Agent Legend
BoldLeads
Botsplash
CallTools
Causal
Cloudvirga
Cyclr
Five9
FlowUp
Gong
Keap
LeadsBridge
Mailchimp
Mav
ProspectBoss
Sales Boomerang
SlideShare
iContact

Integrations

Adobe Marketo Engage
Agent Legend
BoldLeads
Botsplash
CallTools
Causal
Cloudvirga
Cyclr
Five9
FlowUp
Gong
Keap
LeadsBridge
Mailchimp
Mav
ProspectBoss
Sales Boomerang
SlideShare
iContact

Pricing Details

$60 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Vendor Details

Company Name

Xtiva

Founded

1995

Country

United States

Website

xtiva.com

Product Features

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Alternatives

Alternatives

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