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.
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.
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 — is the choice for you!