Velocify Integration

In mortgage, lending, and financial services, speed-to-lead is everything. Scandia integrates Velocify with your Umbraco website to help you connect with high-intent leads in seconds—not minutes. From form submission to phone call, we engineer real-time lead routing that makes sure no opportunity slips through the cracks.

Sub-10-Second Speed to Dial

We have achieved sub-10-second lead-to-call response time. That means when a user submits a form from LendingTree, Bills.com, or your own site, their phone rings before they even close the tab. 

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Auto-Dialer and Banker Matching

Our Velocify integration connects leads to the next available banker instantly using your sales logic and auto-dialer platform. No manual queues. No lead loss.

Intelligent Lead Routing

Leads are scored, segmented, and routed to the appropriate rep based on location, loan type, channel source, or schedule—all automatically.

Audit Trails and Compliance Logging

Every action—from form submission to call initiation—is logged for compliance, reporting, and sales attribution.

About UPS

Smarter Shipping. Better Customer Experience.

Velocify is a sales acceleration platform used by mortgage lenders, financial institutions, and call centers to manage inbound and purchased leads. With real-time prioritization, automated dialing, and lead scoring tools, Velocify helps teams respond faster, convert more, and stay compliant.

When integrated with Umbraco, Velocify becomes part of your lead funnel. Scandia makes that connection instantaneous, reliable, and measurable—so every high-intent prospect gets the attention they deserve.

Key Velocify Features

  • Real-Time Lead Capture – Route leads to the right rep as soon as they submit a form
  • Auto-Dialing and Click-to-Call – Trigger immediate outbound contact via dialer or softphone
  • Custom Lead Routing – Match leads to reps based on predefined business rules
  • Lead Source Integration – Connect to LendingTree, Bills.com, Credit Karma, and others
  • Performance Reporting and Compliance Logs – Measure response times and track activity
  • CRM and LOS Syncing – Keep sales and origination teams aligned with data sharing
Velocify Banker Scandia

Let’s Help You Close Faster

Scandia helps you integrate Velocify with Umbraco and your sales stack so you can act on every lead the moment it arrives.

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Case 1/1

Speed-to-Lead That Changed the Game

Mutual of Omaha Mortgage needed to dramatically improve their lead response times for inbound inquiries coming from LendingTree, Bills.com, and other third-party sources. Every second mattered in a competitive lending landscape. Scandia implemented a real-time integration between Velocify and their Umbraco website, enabling sub-10-second speed-to-dial from the moment a user submitted a lead to when a banker initiated a phone call. The system instantly captured the lead, auto-routed it to the right agent, and triggered the dialer without any manual delay.

To support transparency and performance tracking, we also built a custom lead management module inside Umbraco. This interface gave the marketing and sales teams full visibility into lead source performance, routing rules, and conversion metrics. The result was a faster, more efficient sales process that improved contact rates, reduced lead decay, and set a new internal benchmark for response time.

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FAQs

Got questions? Check these out...

If you are still looking for answers, don't hesitate to reach out to us and strike up a conversation. We love chatting with people! 

In some implementations, including Mutual of Omaha, we’ve achieved under 10 seconds from lead submission to outbound call using Velocify and a real-time auto-dialer.

Yes. We integrate with sources like LendingTree, Bills.com, and Credit Karma to receive and act on leads instantly.

For sure. We build custom logic to match leads to reps based on geography, loan product, availability, or performance tier.

Yes. We track every step from lead capture to contact attempt, including timestamps and outcomes.

Yes. We sync Velocify data into CRMs like Salesforce and LOS platforms using API or middleware connections.