Velocify
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.
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Round Robin Distributor
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.
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LeadTrax
Transform your leads into profits at every step of the sales process. Manage all aspects of your lead generation efforts more efficiently, including collection, assignment, sales cycle and follow-up. Gain true visibility of the performance of your sales associates and business partners and see how they’re performing with leads. Track profitability of every lead source, associate and branch office. Automatically consolidate all your lead sources into one solution using our Lead Capture API and our email parsing technology. We can work with your company web site, Zillow, Buyside, ReadyChat, Realtor.com, Homes.com, and many other lead generation partners. Automatically route leads to sales associates using round robin or broadcast assignment rules. Set time limits to accept leads. Track acceptance times, multiple inquiries, and much more!
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Lead Forensics
Lead Forensics is software for turbo-charged lead generation. Identify sales leads you never knew you had and accelerate your marketing ROI. Imagine if you could take control of your lead generation activity and convert ready-to-buy prospects, before your competitors even get close? Lead Forensics is the software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. Leverage Lead Forensics as an additional data source. Instantly access names, job titles and email addresses of key contacts that match your target profile, from businesses that have been visiting your site. Forget waiting for the phone to ring or a website conversion. Lead Forensics lets you own your lead generation activity by uncovering the identity of your unconverted website visitors, delivering them to you via your Visitor List.
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