Management
Easily configure and execute your marketing strategy in an impactful way.
Velma CRM focuses on building strong relationships for the Loan Officer which result in a never-ending pipeline of repeat and referral business. Automated marketing campaigns, proven communication strategies, intuitive user interface, and on-demand marketing tools all make is easy to keep your customer yours.
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Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes.
Easily configure and execute your marketing strategy in an impactful way.
Quality multimedia content to achieve results and build your brand.
Email MarketingVelma’s email marketing expertise achieves results. Anyone can send emails, but don’t confuse activity with results.
Print and MailSend 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.
FlyersBuild Flyers on demand. Easily build Open House Flyers, Rate Sheets and more for partners and borrowers.
Gift MarketingGifts and promotional items. Personal gifts can make a powerful emotional, personal bond. Promotional items offer a branding opportunity.
Social MediaLeverage the power of social media. Post marketing pieces to popular social media services.
Impactful LibrariesVelma'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.
Leverage existing workflows and solutions; track and improve results to boost your ROI.
IntegrationsUnleash the data in your LOS and other solutions. Velma’s professional services team, API's, and service oriented software architecture make it all possible.
CustomizationBe yourself. Velma presents your unique company brand in a way that reflects who you are as a business.
Reporting and AnalyticsUnderstand the effectiveness of your marketing and identify opportunities.
Account ManagementVelma’s enterprise account managers work with your company’s marketing leaders. We help your understand marketing effectiveness and identify opportunities to improve.
Velma Connector has allowed us to provide more communication to our end users. This ensure that even the busiest of users are kept up to date with task they need to complete. The ECOA process alone has saved users hours of manual data entry.”
The overall performance of the Velma Connector is really outstanding. Not only is the compliance a win but the loans require way less resources to manage. We gained efficiency and accuracy.”
Velma Connector has added a needed level to customer facing communications as well as automation of compliance procedures. Not only is Velma Connector a great marketing tool, but it is also an invaluable asset in client, internal staff and external agent communications and automations. We are constantly expanding the toolkit for added efficiencies and gains in ROI.”
I must say, setting up the Auto-Campaign was ridiculously EASY. I love it.”
That’s exactly what we need! A system that will automatically send marketing based on the customer journey.”
Velma CRM can also work for individual mortgage loan officers. Use all the CRM tools provided by Velma to grow your business, maintain relationships and build your brand. Packages for individual loan officers start at $79 per month with no long-term contracts.
Contact VelmaAsk us about Velma Express. A complimentary product to Velma’s CRM that is a one-stop portal for building flyers.
Features include:
