• Velma Individual
  • Mortgage Marketing
  • CRM
  • Mobile Optimized
  • Auto Campaigns
  • Print Campaigns
  • Email Campaigns
  • Reminders
  • Open House Flyers
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Simple and Effective Marketing

Velma's comprehensive relationship marketing platform will keep you in front of your clients with timely, value-add content.

Email Marketing

Elegant and effective email pieces ready to go. Velma’s designers employ the leading mobile optimized technology so your brand and message successfully reach your prospects, partners, and clients.


What better way to stay in friendly contact with your clients than with the brief, effective touch of a postcard.

Relationship Letters

Need to send a custom letter? We have a variety of letter styles from which to choose.

Seasonal Greetings

Our library of warm, friendly Seasonal Greetings will give you just one more reason to make contact with your database.

Our Services

Velma is a complete marketing solution for the individual loan officer. Our designers, programmers, content writers and project managers have the mortgage marketing experience your organization needs to effectively drive revenue goals.


Auto Campaigns


Manual Library






Closing Gifts


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!

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