Freedom251 › Financial Services CRM Software
Velocify
What Velocify is
Velocify is a web-based product from ICE Mortgage Technology. Its listed capabilities cover several stages of lead and borrower workflows: lead capture, lead routing, nurture automation, and sales handoff. It also includes borrower management and referral partner management, alongside marketing automation, compliance workflows, and SMS automation. Taken together, these functions describe a product that brings lead handling and follow-up, borrower and referral partner management, and marketing and compliance processes into one web product. Velocify is a paid product, and its pricing is available on request. The product facts identify 2000 as its founding year and Pleasanton, California, United States, as its headquarters. Organizations evaluating Velocify can assess whether its listed workflow areas match their needs, including how leads are captured and routed, how nurture automation and SMS automation fit into follow-up, and how sales handoff is handled. Its borrower and referral partner management capabilities add two named relationship areas to that workflow set. Velocify's platform listing is web, so access is described for the web rather than a set of named desktop or mobile apps.
Who it suits
Velocify suits organizations that need web-based lead capture, routing, nurture automation, and sales handoff. Its listed borrower management, referral partner management, marketing automation, compliance workflows, and SMS automation may also fit teams handling those processes.
What it does well
- Includes lead capture and lead routing.
- Provides nurture automation and sales handoff.
- Lists borrower and referral partner management.
- Includes marketing automation and compliance workflows.
- SMS automation is listed.
What to know first
- Velocify is paid.
- Pricing is available on request.
- The listed platform is web.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Velocify | Pricing by quote; contact ICE Mortgage Technology sales | On request |
As mortgagetech.ice.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
Choose Velocify if your organization needs a web product covering lead workflows alongside borrower, referral partner, marketing, compliance, or SMS automation. Look elsewhere if you need published pricing or a platform beyond web access.
Questions
What does Velocify do?
Its listed capabilities include lead capture and routing, nurture automation, sales handoff, borrower and referral partner management, marketing automation, compliance workflows, and SMS automation.
What platform is Velocify available on?
The listed platform is web.
How is Velocify priced?
Velocify is a paid product, with pricing available on request.
Who makes Velocify?
The listed product website is from ICE Mortgage Technology.
When was Velocify founded?
Velocify was founded in 2000.
Where is Velocify headquartered?
Its headquarters are in Pleasanton, California, United States.
Facts from Velocify's own pages
- Compliance features
- Dial-IQ supports configurable dialing rules for do-not-call lists, opt-outs, calling hours and wireless numbers without proper consent. · ice.com, 9 Oct 2026
- Dialer
- Dial-IQ includes inbound and outbound calling, click-to-dial, local caller ID, call recording, routing and real-time call monitoring. · ice.com, 9 Oct 2026
- Founded
- 2000 · mortgagetech.ice.com, 28 Sept 2026
- Headquarters
- Pleasanton, California, United States · mortgagetech.ice.com, 28 Sept 2026
- Implementation services
- ICE Mortgage Technology offers customizable implementation packages, advisory consulting, custom solutions development and project management. · mortgagetech.ice.com, 9 Oct 2026
- Lead management
- LeadManager retrieves mortgage leads from over 1,400 integrated sources and offers automated distribution, intelligent routing and lead prioritization. · mortgagetech.ice.com, 9 Oct 2026
- Lead workflows
- LeadManager can capture and de-duplicate leads, score and distribute them, prioritize opportunities, and automate follow-up by phone, email or text. · mortgagetech.ice.com, 9 Oct 2026
- Maker and founding
- The maker is Intercontinental Exchange (ICE), which says it was founded in 2000. · ice.com, 9 Oct 2026
- Maker headquarters
- ICE Mortgage Technology lists its headquarters at 4420 Rosewood Drive, Suite 500, Pleasanton, California 94588. · mortgagetech.ice.com, 9 Oct 2026
- Pricing availability
- The product page directs prospective customers to get in touch and does not display a price. · mortgagetech.ice.com, 9 Oct 2026
- Purpose
- Velocify is a sales acceleration platform built for mortgage lenders to improve productivity, lead conversion and loan closing. · mortgagetech.ice.com, 9 Oct 2026
- Reporting
- LeadManager and Dial-IQ provide dashboards and reporting for sales funnels, lead sources, call activity and campaign performance. · mortgagetech.ice.com, 9 Oct 2026
- Salesforce
- Velocify Pulse automates sales workflows inside Salesforce and is accessed within the customer's existing Salesforce environment. · mortgagetech.ice.com, 9 Oct 2026
- Security
- ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. · ice.com, 9 Oct 2026
- Support
- LeadManager support includes live support, onboarding, ongoing training and strategic consulting services. · mortgagetech.ice.com, 9 Oct 2026
- Target customers
- ICE places Velocify in its Customer Acquisition suite and describes it as a sales automation solution for mortgage professionals communicating with borrowers. · mortgagetech.ice.com, 9 Oct 2026
Where Velocify stands on Freedom251
- Financial Services CRM Software#27 of 28
- Lead Management Software#36 of 36