Velocify releases free sales e-book for mortgage lenders

Mortgage Purchase Playbook contains multiple strategies for originators to take advantage of shifting mortgage market and boost performance

LOS ANGELES, CA (November 19, 2013) — VelocifyTM, the market leader in cloud-based intelligent sales automation software, has published a free e-book for the mortgage industry designed to help originators increase sales. “The Mortgage Purchase Playbook: 7 Winning Plays from Mortgage Industry Experts” includes several key sales strategies presented at last month’s Virtual Mortgage Sales Summit and is available at no cost on Velocify’s website.

Presented in the format of a football coach’s playbook, The Mortgage Purchase Playbook includes sales “plays” from Barry Habib of MBS Highway, Dale Vermillion of Mortgage Champions, Garth Graham of The STRATMOR Group, Gabriel Dalporto of LendingTree, and others. Plays range from how to get motivated borrowers to commit to the lending process, how to recruit referral partners to boost leads, and how to use technology to improve sales velocity and convert more borrowers. The idea behind each play originated at Velocify’s recent Virtual Mortgage Sales Summit, a day-long event in which originators from all over the country learned and shared ideas how to convert more leads into closed loans.

“With the origination market undergoing a tremendous shift, lenders using last year’s sales techniques to win business will struggle,” said Kelly Booth, mortgage market director for Velocify. “However, at our Virtual Mortgage Sales Summit, we were treated to many innovative sales ideas that were too good not to share. This playbook gives all lenders some options to ‘score’ new business and increase their performance.”

According to Booth, the Mortgage Purchase Playbook serves as a companion to the company’s new EngageTM for Mortgage Purchase solution, available as a part of its Velocify LeadManagerTM product. Engage for Mortgage Purchase is an automated guided selling program designed to help mortgage professionals build better relationships with borrowers and real estate partners and convert more purchase leads into closed loans. “Basically, our Mortgage Purchase Playbook provides originators the strategies they need while Engage for Mortgage Purchase gives them the means to execute them,” Booth said.

To download Velocify’s Mortgage Purchase Playbook, visit

About Velocify

Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and increase revenue by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights. Velocify has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. It was recently recognized as one of the fastest growing companies in North America by Deloitte, and a Best Place to Work by the Los Angeles Business Journal. The company was founded in 2004 and is based in Los Angeles, California.  For more information please visit or follow the company on Twitter @Velocify.

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