How it fits your workflow.
Velocify by ICE supports mortgage lead management and sales follow-up. It sits earlier in the customer journey than a mortgage servicing ledger. A useful connection keeps lead ownership and application context clear while distinguishing a sales conversation from an established borrower service relationship.
WORKFLOW FOCUS
Mortgage lead ownership and application follow-up context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Should a lead record be treated as a serviced mortgage?
No. A lead describes an acquisition or application opportunity. Servicing actions require the appropriate booked-loan record and customer relationship.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.