Founded in 2006 by mortgage professionals, Velma is well established in the mortgage industry. Over 40,000 mortgage professionals have used our tools to increase productivity and drive sales.
Velma CRM is a marketing assistant dedicated to building stronger, more profitable relationships for Mortgage Lenders through state-of-the-art marketing automation and engagement technology that produces more referrals, lasting relationships, better retention, and more closed loans.
From "set it and forget it" auto-campaigns to creating custom campaigns on the fly, Velma is ready to build your relationships and your production by delivering a never-ending pipeline of repeat and referral business.
Connector by Velma is our cutting edge LOS automation solution that can help streamline the entire mortgage journey. With Connector you can simplify your ECOA/Reg B process and never face a fine again! You can streamline your TPO communications to insure a loan is never missed again. You can automate the sending of Production Reports so you always know which loans are in need of attention. Connector can do all this and so much more!
As a preferred mortgage professional, we have an account reserved for you!