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.

Velma CRM Management

  • 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

  • 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

  • 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

  • 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

  • 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.

Velma CRM Outbound

  • 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 accurate date

    • Eliminate error prone “cut and paste” work by Loan Officers

    • Proven effective flyer layouts and content

    • Downloadable PDF

    • Email link to partner

  • 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

  • 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

  • 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.

Velma CRM Fit and Finish

  • 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

  • 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

  • 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

  • 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

  • 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.

    Jody Simms, System Engineer - Highland Residential Mortgage

  • 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.

    Joseph Prettner, VP Compliance Operations & Project Manager - The Federal Savings Bank

  • Partnering with Velma has been an absolute game-changer for our business. From the very beginning, it was clear that their team was dedicated to our success.

    Christina DellaCamera, SVP of Business Development - iServe Residential Lending

  • Velma has taken our customer communication to the next level -- automated, branded, consistent. It's completely customizable and configurable to make the tool work best for your organization. Fantastic!

    Rachelle Robarge, AVP IT Business Systems - Taylor Morrison

Get Velma and accelerate profitable conversations today.