Case Study: Leading Multiple Mortgage Lender achieves 40% LO productivity gain and virtualized workforce in hours with ICE Mortgage Technology (Velocify Pulse with Dial‑IQ)

How Velocify Pulse with Dial-IQ helped Salesforce clients virtualize their centralized sales teams in hours—and improved LO productivity by 40 percent

Multiple nationwide mortgage lenders — both consumer-direct and traditional field sales teams — who use Salesforce as their system of record needed to maintain business continuity when the COVID-19 pandemic hit. Their challenge was to virtualize hundreds of centralized originators quickly and to pivot outreach from sales-driven to relationship-driven engagement while keeping visibility and control over decentralized teams.

By deploying Velocify Pulse with Dial-IQ, pre-integrated with Salesforce and Salesforce Mobile, clients moved staff to home offices in hours, simplified loan officers’ workflows, and gave managers real-time visibility into calls and activity. The change boosted LO productivity by up to 40%, increased pull-through rates by double digits, reduced steps to log and follow up on leads, and produced rapid ROI.