About Velocify LoanEngage

Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers. In addition to the marketing features offered by other platforms, which mostly benefit lenders, Velocify LoanEngage provides a unique brand of sales automation that helps loan officers build and grow their relationships with borrowers and referral partners.

Velocify LoanEngage Specification


  • Web


Operating system

  • W


Velocify LoanEngage is best suitable for

Size :








Organization type :


Mid Market






Industries :

  • All Industries

About Velocify

Velocify provides a sales acceleration software platform that helps high-velocity sales teams turn more prospects into customers. They help more than 1,500 companies streamline their sales processes and stay focused on activities that lead to more sales. Named one of the best sales software products to use in 2017 by G2 Crowd, Velocify is setting the standard in the exploding sales acceleration market.
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Features of Velocify LoanEngage

 Referral Analytics

Keep the referrals coming by enabling compliant co-marketing while keeping referral partners in the loop at every stage in the borrowing process. Give loan officers better visibility into which sources are performing so they can make better decisions.

Marketing Automation

Ensure compliance and brand consistency with email templates and track campaign success with corporate-approved emails and texts. Empower loan officers to close and retain business with automated pre-app, in-app, and post-app communication. Get the power of personalized, accurate, and automated mortgage advice campaigns with Mortgage Coach – included at no additional cost.

 Sales Force automation

Give borrowers a modern mortgage experience with compelling visual loan scenarios. Ensure valuable opportunities don’t slip through the cracks by giving loan officers visibility into their most important sales activities from prospect to close and beyond.

Make data-driven decisions with the only solution that can aggregate loan officer, referral source, and campaign performance data across the entire sales process. Protect your company with compliance tracking at all stages of the sales and marketing process. Respond to opportunities from key market changes instantly with real-time market insight and clear metrics of how your content is being viewed.

Whether in the office or in the field, give loan officers visibility into top activities, lead source performance, borrowers’ interaction with loan presentations, and interest rate trends so they can quickly make better decisions about where to focus their efforts.

 Give loan officers the tools to make the most of their partner relationships. Keep referrals coming by automatically keeping referral partners in the loop. Give loan officers visibility into partner performance for better decision making.

Using multiple products for each of your activities is complex and limits visibility into connected loan stages. Using LoanEngage ensures consistency and compliance while providing accurate reporting throughout the process.

Velocify LoanEngage plans and pricing


Velocify LoanEngage


  • Referral Management
  • Marketing Automation
  • Sales Lifecycle Management
  • Reporting & Analytics

Velocify LoanEngage Demo Video

Velocify LoanEngage - Product Overview

Velocify LoanEngage alternatives

Salesforce CRM

Salesforce CRM

Sphinx SCRMpro

Sphinx SCRMpro

Freshsales CRM

Freshsales CRM

Zoho CRM

Zoho CRM

SalesBabu CRM

SalesBabu CRM

R Plus CRM

R Plus CRM

Eazy CRM

Eazy CRM

Service CRM

Service CRM

Velocify LoanEngage Reviews and Ratings

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Mahtab Alam

effective advise, great information


25th September, 2017

Ease of Feature

Ease of Use

Value for money

Customer Service

  • Pros -
  • Well I haven?t chosen a vendor yet, I was very happy with the service provided, including both the online interaction and the personal interaction of the consultant. Totally worth the time to talk to them.
  • Cons -
  • No Cons

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