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features
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support

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Description

Gain insights into potential customer attrition ranked by likelihood of loss, customer worth, and retention periods, which facilitates timely intervention and effective retention of assets. Receive tailored suggestions on actions that enhance customer interactions, allowing you to concentrate your sales efforts on distribution partners likely to thrive alongside you in the future. Comprehend the impact of distribution partners on customer retention across different product lines. Direct your upselling and cross-selling initiatives towards customers expected to increase in value over time. Spyglaz refocuses attention on your most essential assets: your customers and distribution partners. By harnessing advanced machine learning techniques, we analyze behavioral patterns and provide actionable insights to drive rapid growth. With the vast amount of data at your disposal, uncovering hidden opportunities within countless records can be a challenge, but our tools are designed to make that process seamless. Ultimately, this approach empowers businesses to optimize their strategies and maximize their growth potential.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
Agent Legend No 
Botsplash No 
CallTools No 
Campus Cloud Services SIS No 
Cloudvirga No 
Constant Contact No 
Conversica No 
Cyclr No 
Five9 No 
FlowUp No 
Formstack Documents No 
Gong No 
Grow No 
HubSpot Marketing Hub No 
LenderHomePage No 
Sales Boomerang No 
Ytel No 
truDigital No 

Integrations

Adobe Marketo Engage Yes 
Agent Legend Yes 
Botsplash Yes 
CallTools Yes 
Campus Cloud Services SIS Yes 
Cloudvirga Yes 
Constant Contact Yes 
Conversica Yes 
Cyclr Yes 
Five9 Yes 
FlowUp Yes 
Formstack Documents Yes 
Gong Yes 
Grow Yes 
HubSpot Marketing Hub Yes 
LenderHomePage Yes 
Sales Boomerang Yes 
Ytel Yes 
truDigital Yes 

Pricing Details

$200 per month
Free Trial Yes 
Free Version No 

Pricing Details

$60 per user per month
Free Trial Yes 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Spyglaz

Founded

2015

Country

United States

Website

www.spyglaz.com

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Big Data

Collaboration No 
Data Blends No 
Data Cleansing No 
Data Mining No 
Data Visualization No 
Data Warehousing No 
High Volume Processing No 
No-Code Sandbox No 
Predictive Analytics Yes 
Templates No 

Inside Sales

Auto-Dialing No 
Call List Management No 
Call Recording No 
Campaign Management No 
Dashboard No 
Data Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Scoring Yes 
Performance Management No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Alternatives

Alternatives