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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Our Solutions
Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes.
Management
Easily configure and execute your marketing strategy in an impactful way.
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Have all of your loan officers marketing like your top producers, without lifting a finger.
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
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Directly market to all Loan Officers’ contacts with corporate marketing. Leverage your reach and control brand and messaging.
Visibility to consolidated contact list across Loan Officers
Send on behalf of LO or use the company brand
On message and brand compliant
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Each Loan Officer manages hundreds of prospects, past clients, and referral partners. Velma makes data mining, 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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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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Drive more partner referrals. Build strong relationships with realtors and other business partners.
-Co-brand your marketing pieces
-Manage your partner photo, logo, and other contact details
-Quality campaigns for Realtors and other business partners
Outbound
Quality multimedia content to achieve results and build your brand.
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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
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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
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Build Flyers on demand. Easily build Open House Flyers, Rate Sheets, and more for partners and borrowers.
Integrate with Optimal Blue to provide compliant accurate date
Eliminate error prone “cut and paste” work by Loan Officers
Proven effective flyer layouts and content
Downloadable PDF
Email link to partner
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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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Leverage the power of social media. Post marketing pieces to popular social media services.
Enable at a marketing level
Builds company and Loan Officer brand
Easy and manageable
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Velma’s marketing piece libraries achieve results in the mortgage industry. Our email, mail, and self-print instill confidence and generate action from your contacts.
Multiple libraries with hundreds of beautiful marketing pieces
Specific calls to action
Valuable content your contacts appreciate
Fit and Finish
Leverage existing workflows and solutions; track and improve results to boost your ROI.
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Unleash the data in your LOS and other solutions. Velma’s professional services team, API’s, and service oriented software architecture makes it all possible.
LOS data can trigger marketing strategy and tactics
Live pricing data delivers accurate and compliant marketing
Eliminate managing duplicate databases
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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
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Understanding 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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Velma’s enterprise account managers work with your company’s marketing leaders. We help you understand your 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
What our customers say
Get Velma and accelerate profitable conversations today.