Velma Features

Providing quality marketing management and messaging, while seamlessly fitting into your business processes.

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Easily configure and execute your marketing strategy in an impactful way.

Contact Management

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

  • Intuitive, easy to use interface
  • Tag, filter, and market to your contacts
  • Set it and forget it auto campaigns
  • Tasks, calendars, and reminders
  • Contact, history, and loan data
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Corp Marketing

Directly market to all Loan Officers' contacts with corporate marketing. Leverage your reach and control brand and message.

  • Visibility to consolidated contact list across Loan Officers
  • Send on behalf of LO or use the company brand
  • On message and brand compliant

Marketing Automation

Directly market to all Loan Officers' contacts with corporate marketing. Leverage your reach and control brand and message.

  • Effective marketing automatically triggered and sent from the loan officer
  • Engaging newsletters, personal messages, and event based drip campaigns
  • Industry proven communication cadence and quality content

Approval workflows

Make sure your messaging reflects the quality and compliance your company demands.

  • Intuitive and efficient workflow
  • Full view of approval history and status
  • Ability to approve, edit, or decline
  • Implement at the document level
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Partner Management

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

  • Co-brand your marketing pieces
  • Manage partner photo, logo, and other contact details
  • Quality campaigns for Realtors and other business partners
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Quality multimedia content to achieve results and build your brand.

Email Marketing

Velma’s email marketing expertise achieves results. Anyone can send emails, but don’t confuse activity with results.

  • High deliverability - Velma is the best in the business
  • Mobile responsive emails project quality on all devices
  • CAN SPAM compliant
  • Integrate with 3rd party data
  • Fully scalable

Send world-class postcards and physical mail pieces to your prospects and partners. Physical mail together with email is the most effective way to market and Velma makes it easy.

  • Large lists or a single contact
  • Brand control by LO or piece
  • No vendor or list management


Build Flyers on demand. Easily build Open House Flyers, Rate Sheets and more for partners and borrowers.

  • Integrate with Optimal Blue to provide compliant and accurate data
  • Eliminate error prone “cut and paste” work by Loan Offices
  • Proven effective flyer layouts and content
  • Downloadable PDF
  • Email link to partner
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Gift Marketing

Gifts and promotional items. Personal gifts can make a powerful emotional, personal bond. Promotional items offer a branding opportunity.

  • Robust offerings
  • Easy to order on demand
  • Marketing automation options
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Social Media

Leverage the power of social media. Post marketing pieces to popular social media services.

  • Enable at a marketing piece level
  • Builds company and Loan Officer brand
  • Easy and manageable

Impactful Libraries

Velma's marketing piece libraries achieve results in the mortgage industry. Our email, mail, and self-print pieces instill confidence and generate action from your contacts.

  • Multiple libraries of hundreds of beautiful marketing pieces
  • Specific calls to action
  • Valuable content your contacts appreciate
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Fit and Finish Icon

Fit and Finish

Leverage existing workflows and solutions; track and improve results to boost your ROI.


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.

  • LOS data can trigger marketing strategy and tactics
  • Live pricing data delivers accurate and compliant marketing
  • Eliminate managing duplicate databases


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

  • Match brand colors in the marketing pieces
  • Custom layouts and pieces
  • Company custom “skin” and configuration
  • Custom marketing campaigns
  • Manage Loan Officer customization options
  • Don't settle for slapping a logo and photo on generic templates

Reporting and Analytics

Understand the effectiveness of your marketing and identify opportunities.

  • Access individual, branch, or company marketing history
  • Gain insights via analytics and data visualization
  • Business Intelligence analytics portals available
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Account Management

Velma’s enterprise account managers work with your company’s marketing leaders. We help your understand marketing effectiveness and identify opportunities to improve.

  • Dedicated enterprise account manager
  • Understand effectiveness and activity across branches, campaigns, and individuals
  • Identify successes and opportunities together

Find out if Velma is right
for your company

Get a Demo