In this blog we will discuss Warm Transfer in Velocify Dial-IQ. In Velocify, warm Transfer Distribution is possible with Dial -IQ by creating a new type of distribution program which determines which users are available to receive warm transfers. A warm transfer allows the current agent who is speaking with the lead to speak with…
In this article, we shall discuss Lead Prioritization, Priority queue and Priority Info bars in Velocify Lead manager. What is Lead prioritization Lead Prioritization is a feature available in Velocify Lead Manager Advanced Editions which enable administrators to create queues to prioritize leads based on a predefined set of rules. These rules are by default…
Leaderboard in Velocify LeadManager is a dynamic tool that gives agents a real-time view of their performance. By tracking key performance indicators (KPIs), leaderboards help identify top performers and encourage friendly competition among team members. The Power of Leaderboards 1. Real-Time Performance Tracking: Leaderboards provide an instant view of agent activities, helping managers and team…
Scripting in Velocify Lead manager enables administrators to create scripts that guide users through calls while updating lead data in real-time. Let us see the step by step instructions in creating, editing and enabling scripts in Velocify. 2. Managing Script Elements: 3. Filters and Lead Targeting: 4. Enabling and Using Scripts: To learn more about…
Batch processing in Velocify Lead Manager allows users to apply the same action to a large group of leads at once, streamlining tasks that involve many records. Common use cases include: How to Run a Batch Process Batch processing involves two main steps: creating a custom report to select your leads and running the batch…
A duplicate lead refers to an individual who already exists in the LeadManager account. While leads may share overlapping details such as address or even name, they are not considered duplicates unless they refer to the same person. Unique identifiers like social security numbers or email addresses, or combinations of criteria such as first name,…
Lead distribution is a critical component of effective sales management, ensuring that leads are allocated to the right sales representatives at the right time. Velocify Lead Manager excels in this area by offering a variety of robust and customizable lead distribution methods. These methods are designed to maximize efficiency, prioritize high-value leads, and enhance overall…
Using Google Analytics 4 (GA4) event tracking with Encompass Consumer Connect can help lenders to gain valuable insights into the effectiveness of the loan application workflows and sites. This guide walks you through the steps, from connecting your Consumer Connect site to GA4, understanding tracked events, to customizing reports and enhancing your site based on…
In the dynamic landscape of mortgage lending, a smooth and efficient workflow is essential for both borrowers and loan officers. Velocify, in collaboration with Encompass Consumer Connect by Ellie Mae, offers an integrated solution that seamlessly guides potential borrowers from the initial prospect stage through the entire loan application process. This article delves into the…
Velocify, a part of the ICE Mortgage Technology Platform, puts sales automation to work for you to keep your team organized and focused on activities that drive more business. Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. What is Velocify? Velocify is online…