Velma is the mortgage marketing solution you’ve been looking for. Comprehensive marketing automation combined with a clean, simple user interface boosts your ROI, and gives you the tools to measure, report, and improve marketing programs.

  • Automated campaigns makes loan officer adoption a breeze
  • Robust library of marketing materials ensures you deliver the right message to the right audience
  • Marketing materials are customized to your brand, vision, and marketing strategy, allowing you to be you.

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Why choose  Velma ?

Velma makes marketing easy. It's really as simple as that. You have your business to run and staying constantly connected to your prospective clients, referral partners and past clients doesn't have to be a chore. You focus on building relationships, Velma will focus on nurturing them.


Contact Manager

Most Loan Officers have hundreds of prospects, past clients, and referral partners. Velma will categorize contacts and make data mining for sales and marketing opportunities a breeze.


Automated Marketing

Consistency and Quality content are the key to marketing success. Velma's set it and forget it campaigns send quality content on a scheduled basis without requiring any work from you.


Quality Email Marketing

Velma is the expert you need to make sure your email marketing is designed and tested for optimal open rates. Velma has one of the highest delivery rates in the industry because we build every aspect of the email to be friendly with any email inbox.


Quality Print and Gift Marketing

Velma uses state of the art digital printers, industry leading document managers, and best in class fullfillment partners to make sure every one of your marketing pieces will WOW your clients and referral partners.


Simple User Interface

Velma is consistently reviewed as the easiest Mortgage Marketing CRM on the market. Our motto is keep it simple, so it gets used.


Mobile Optimized

Velma provides you with a responsive design so whether you're at your desk, on the road meeting clients, or sitting on your deck enjoying a cup of coffee, all of your contacts and marketing efforts are quickly accessible.


Our clients agree — Velma is the choice for you!