Velma Dashboard on Devices

Mortgage Marketing
Meets Engagement Technology

Use multi-channel communication with pre-built mortgage contact strategies to get more referrals, more applications, and more closed transactions.

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Accelerate Profitable Conversations

Get Velma and accelerate profitable conversations today.

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Velma's Features

Marketing Automation

Marketing Automation means everyone markets like a top producer! And they don't even have to log in.

Contact Management

Each Loan Officer manages hundreds of prospects, past clients, and referral partners. Velma makes data mining and sales and marketing tactics easy.

Partner Management

Drive more partner referrals. Build strong relationships with realtors and other business partners.

Impactful Libraries

Velma's email, mail, and self-print pieces instill confidence and generate action from your contacts.


Unleash the data in your LOS and other solutions. Velma’s professional services team, API's, and service oriented software architecture make it all possible.


Be yourself. Velma presents your unique company brand in a way that reflects who you are as a business.

What our customers say

I love the mail that goes out to all my customers. It has been a missing link in my business and you are absolutely filling that void.”

Justin Loan Officer

I must say, setting up the Auto-Campaign was ridiculously EASY. I love it.”

Matt Q. Loan Partner

Loan officers love the hands free marketing automation. Loan officers want marketing results without having to do any work; Velma makes that possible.”

Bobby P. VP of Marketing

That’s exactly what we need! A system that will automatically send marketing based on the customer journey.”

Greg R. SVP

Find out if Velma is right
for your company

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