Cost-effective Marketing Automation Solutions Made for the Mortgage Industry

CRM’s these days tend to be bloated, hard to use, and not to mention expensive. Why pay for a pricey piece of software that 90% of your Loan Officers don’t even log into? With Velma’s purpose-built, cost-effective marketing automation tools you can drive an endless pipeline of repeat and referral business to your team.

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Marketing Automation

  • Prospect nurturing with scenario-based custom engagement
  • Proven newsletters for prospects, clients, partners
  • Third party integration for loans, contacts, and more
Velma CRM home screenshot

Brand Control/Content Management with Hyper-personalized Engagement

  • Manage multiple brands
  • Co-branding with partners
  • Send on behalf of company or LO
  • Stay compliant with approvals process
Velma CRM branding

Ease of Use

  • Proven drip campaigns you can set it and forget it
  • On-demand marketing end users can customize as allowed
  • Clear and powerful contact management tools
Velam CRM email campaign

Trusted by Leading Mortgage Firms

Banner Bank logo CapEd logo D.L. Evans logo BOKF logo

Emails, flyers, even gifts! Velma’s Marketing Automation tools do everything you need to and nothing you don’t. Keep your LO’s doing what they do best and let Velma handle the rest! Our marketing automation tools are quick to set up, intuitive to use, and can help your business save time and money. No lengthy training sessions, no fumbling with a confusing interface, no more bloated CRMs. Let our marketing machine turn out new leads for you.

Velma has been around since 2007 and has helped over 40,000 mortgage professionals. Here’s what once such professional had to say about our marketing tools:

Velma has taken our customer communication to the next level -- automated, branded, consistent. It's completely customizable and configurable to make the tool work best for your organization. Fantastic!”

Rachelle Robarge, AVP Taylor Morrison

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