Winning at Lending

with marketing & process automation

Velma’s solutions deliver business results for mortgage lenders through compelling experiences for borrowers, prospects, partners, and employees.

Our automation solutions integrate directly with existing system of records, such as the loan origination system (LOS), to enable data-driven workflows and unmatched loan processing efficiency and accuracy. State-of-the-art marketing automation and engagement technology coupled with multi-channel communication builds lasting relationships, more referrals, better retention, and more closed loans.

Our Solutions

Velma CRM provides quality marketing automation and messaging for mortgage lenders and builds strong relationships for Loan Officers, which results in a never-ending pipeline of repeat and referral business. Our brand management capabilities, impactful content library, and easy to use interface make Velma CRM the choice of marketing managers and LO’s alike.

Built for lenders using the Encompass® LOS, Connector takes Encompass to the next level by automating workflows and communications. This includes compliance workflow solutions such as ECOA, in-process communications, relationship building with your partners, and marketing automation to identify, convert, and retain clients.

What our customers say

  • Velma Connector has allowed us to provide more communication to our end users. This ensure that even the busiest of users are kept up to date with task they need to complete. The ECOA process alone has saved users hours of manual data entry.

    Jody Simms, System Engineer - Highland Residential Mortgage

  • The overall performance of the Velma Connector is really outstanding. Not only is the compliance a win but the loans require way less resources to manage. We gained efficiency and accuracy.

    Joseph Prettner, VP Compliance Operations & Project Manager - The Federal Savings Bank

  • Partnering with Velma has been an absolute game-changer for our business. From the very beginning, it was clear that their team was dedicated to our success.

    Christina DellaCamera, SVP of Business Development -iServe Lending

  • Velma has taken our customer communication to the next level -- automated, branded, consistent. It's completely customizable and configurable to make the tool work best for your organization. Fantastic!

    Rachelle Robarge, AVP IT Business Systems - Taylor Morrison

Is Velma the right fit for your mortgage company?