Sales

Sales Buyer's Guide
  • Velocify, a part of ICE Mortgage Technology, is a sales automation and lead management platform designed for mortgage and other sales teams. It offers features like lead distribution, workflow automation, call tracking, and reporting, enabling sales teams to efficiently manage leads and increase conversion rates.

  • YouCanBookMe is a free online scheduling tool that simplifies the booking process for mortgage professionals. With features like customizable notifications, availability management, and integrations with powerful services like Zoom and Google Meet, it streamlines appointment scheduling, ensuring a better booking experience for both professionals and customers.

  • Zeitro offers secure digital transaction rooms with file management, collaboration, and compliance audits for mortgage teams. By simplifying document flow and audit trails, lenders accelerate closings and minimize regulatory headaches.

  • Zoho is a suite of cloud-based business software that includes a CRM solution for managing sales, marketing, and customer support. It offers a range of features such as contact management, sales automation, email marketing, and analytics, allowing businesses to streamline their operations and improve customer relationships.