Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A digital mortgage platform that seamlessly integrates an exceptional borrower journey with an automated lender process, significantly lowering overall loan expenses, enhancing transparency, and expediting the loan closing timeline. It empowers mortgage experts with data-driven technology, enabling them to finalize more loans while simultaneously decreasing origination costs. By elevating traditional back-office functions to the forefront, it minimizes risks and overall expenses. The platform encompasses all loan varieties, allowing users to quote rates, compare different loan products, disclose information, eSign documents, manage conditions, and much more, all in a fully digital environment alongside the customer. With a mobile-first design, consumers can swiftly submit applications, securely connect their data, provide necessary documentation, eSign disclosures, order appraisals, collaborate seamlessly, and receive real-time updates on their loan status, enhancing the entire mortgage experience. This comprehensive approach not only streamlines the process but also fosters a more informed and engaged consumer base throughout their mortgage journey.
Description
Our automation solutions seamlessly connect with current record management systems, like the loan origination system (LOS), to facilitate data-driven workflows that enhance both loan processing speed and precision. By leveraging advanced marketing automation and engagement technologies, alongside multi-channel communication, we foster enduring relationships that lead to increased referrals, improved customer retention, and a higher volume of closed loans. Velma CRM is dedicated to cultivating robust connections for Loan Officers, which ultimately creates a continuous stream of repeat and referral business. With automated marketing campaigns, effective communication tactics, an intuitive user interface, and accessible marketing tools, maintaining customer loyalty becomes a straightforward task. Velma CRM excels in delivering top-notch marketing management and messaging while integrating smoothly into your existing business processes, ensuring that your operations run effortlessly. This comprehensive approach not only boosts efficiency but also empowers Loan Officers to focus on what they do best: building meaningful connections with clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Arch
Yes
Cimmaron Mortgage Manager
Yes
Docusign
Yes
Encompass
Yes
FormFree
Yes
Mercury Network
Yes
TrustEngine
No
Velocify
Yes
Integrations
Arch
No
Cimmaron Mortgage Manager
No
Docusign
No
Encompass
No
FormFree
No
Mercury Network
No
TrustEngine
Yes
Velocify
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
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
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cloudvirga
Founded
2016
Country
United States
Website
www.cloudvirga.com
Vendor Details
Company Name
Velma
Founded
2006
Country
United States
Website
www.meetvelma.com
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No