Case Study: Guaranteed Rate achieves 9-second speed-to-contact and 2X talk time with Velocify

Guaranteed Rate Doubles Talk Time with Velocify by Ellie Mae

Guaranteed Rate, a Chicago-based residential mortgage lender founded in 2000, built a customer-first model around technology to simplify lending and deliver low rates. Rapid growth exposed weaknesses in its manual lead-management processes: the company struggled to handle high lead volume and had no reliable way to track or optimize sales and marketing performance.

Guaranteed Rate implemented Velocify’s integrated lead-management suite—using features like lead scoring and prioritization, Shotgun Connect and Dial-IQ local presence, and transfer distribution—to automate routing and follow-up. The result: average speed-to-contact fell to 9 seconds, contact rates rose 20%, talk time doubled, transfers average ~230/day, and the company achieved better-aligned cross-functional strategies, optimized marketing spend, and greater agility amid shifting purchase and digital trends.

Guaranteed Rate

Dan Miedema

Director of Marketing Operations