Velma keeps your marketing in compliance and responding to audits is a breeze.

In our regulated industry, staying compliant can be an expensive proposition. But you can rest easy with the knowledge that Velma helps you ensure compliance with your marketing campaigns and content. We give you the tools to provide compliant marketing content, allow as much or as little customization by Loan Officer as you decide, and a flexible approval process to manage the customization as needed. In addition, marketing activities are tracked and reported to simplify your life when responding to audits.

Keys to success

Velma approval workflow

Find out if Velma is right
for your company

Get a Demo