Velocify
Velocify is a web-based sales acceleration platform from Intercontinental Exchange for mortgage lenders and professionals communicating with borrowers.
What Velocify is
Velocify is a web-based sales acceleration platform from Intercontinental Exchange for mortgage lenders and professionals communicating with borrowers. LeadManager retrieves mortgage leads from more than 1,400 integrated sources, then supports capture, de-duplication, scoring, automated distribution, intelligent routing, prioritization, and follow-up by phone, email, or text. Dial-IQ provides inbound and outbound calling, click-to-dial, local caller ID, recording, routing, and real-time monitoring. Its configurable dialing rules address do-not-call lists, opt-outs, calling hours, and wireless numbers without proper consent. Velocify Pulse automates sales workflows inside a customer’s existing Salesforce environment. LeadManager and Dial-IQ include dashboards and reporting for funnels, lead sources, call activity, and campaign performance. Listed workflow areas include lead capture, routing, nurture automation, sales handoff, borrower and referral partner management, marketing automation, compliance workflows, and SMS automation. ICE offers onboarding, training, live support, consulting, implementation packages, custom development, and project management. Pricing is by quote.
Good
- Lead retrieval from over 1,400 integrated sources
- Automated routing, scoring, prioritization, and follow-up
- Inbound and outbound calling tools
- Salesforce workflow automation
- Compliance-focused dialing rules and reporting
Watch out
- Pricing requires a quote
- Designed specifically for mortgage professionals
- Salesforce automation requires an existing Salesforce environment
Who it suits
Velocify is intended for mortgage lenders and mortgage teams managing borrower communication, lead acquisition, follow-up, calling, compliance, and sales handoff through web-based workflows.
Verdict
Velocify brings mortgage lead handling, calling, follow-up, reporting, and compliance workflows into one web platform. Prospective customers must request pricing, and Salesforce workflow automation depends on an existing Salesforce environment.
Plans and prices
From Velocify's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Velocify | Priced on request | Pricing by quote; contact ICE Mortgage Technology sales |
The facts
Each one read from Velocify's own pages, with the date it was checked.
What it does
- Compliance features
- Dial-IQ supports configurable dialing rules for do-not-call lists, opt-outs, calling hours and wireless numbers without proper consent.checked 9 Oct 2026
- Dialer
- Dial-IQ includes inbound and outbound calling, click-to-dial, local caller ID, call recording, routing and real-time call monitoring.checked 9 Oct 2026
- Implementation services
- ICE Mortgage Technology offers customizable implementation packages, advisory consulting, custom solutions development and project management.checked 9 Oct 2026
- Lead management
- LeadManager retrieves mortgage leads from over 1,400 integrated sources and offers automated distribution, intelligent routing and lead prioritization.checked 9 Oct 2026
- Lead workflows
- LeadManager can capture and de-duplicate leads, score and distribute them, prioritize opportunities, and automate follow-up by phone, email or text.checked 9 Oct 2026
- Pricing availability
- The product page directs prospective customers to get in touch and does not display a price.checked 9 Oct 2026
- Purpose
- Velocify is a sales acceleration platform built for mortgage lenders to improve productivity, lead conversion and loan closing.checked 9 Oct 2026
- Reporting
- LeadManager and Dial-IQ provide dashboards and reporting for sales funnels, lead sources, call activity and campaign performance.checked 9 Oct 2026
- Salesforce
- Velocify Pulse automates sales workflows inside Salesforce and is accessed within the customer's existing Salesforce environment.checked 9 Oct 2026
- Security
- ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal.checked 9 Oct 2026
- Support
- LeadManager support includes live support, onboarding, ongoing training and strategic consulting services.checked 9 Oct 2026
- Target customers
- ICE places Velocify in its Customer Acquisition suite and describes it as a sales automation solution for mortgage professionals communicating with borrowers.checked 9 Oct 2026
The company
- Founded
- 2000checked 28 Sep 2026
- Headquarters
- Pleasanton, California, United Stateschecked 28 Sep 2026
- Maker and founding
- The maker is Intercontinental Exchange (ICE), which says it was founded in 2000.checked 9 Oct 2026
- Maker headquarters
- ICE Mortgage Technology lists its headquarters at 4420 Rosewood Drive, Suite 500, Pleasanton, California 94588.checked 9 Oct 2026
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