Winning at Lending
with marketing & process automation
Velma’s solutions deliver business results for mortgage lenders through compelling experiences for borrowers, prospects, partners, and employees.
Our automation solutions integrate directly with existing system of records, such as the loan origination system (LOS), to enable data-driven workflows and unmatched loan processing efficiency and accuracy. State-of-the-art marketing automation and engagement technology coupled with multi-channel communication builds lasting relationships, more referrals, better retention, and more closed loans.
Our Solutions
Velma CRM provides quality marketing automation and messaging for mortgage lenders and builds strong relationships for Loan Officers, which results in a never-ending pipeline of repeat and referral business. Our brand management capabilities, impactful content library, and easy to use interface make Velma CRM the choice of marketing managers and LO’s alike.
Built for lenders using the Encompass® LOS, Connector takes Encompass to the next level by automating workflows and communications. This includes compliance workflow solutions such as ECOA, in-process communications, relationship building with your partners, and marketing automation to identify, convert, and retain clients.
What our customers say
Is Velma the right fit for your mortgage company?