Case Study: Home Access Financial achieves 4x sales growth and improved ROI with Velocify LoanEngage

Home Access Financial Delights Borrowers, Improves Marketing ROI and Drives Loan Officer Success with Velocify LoanEngage

Home Access Financial, a Tampa-based mortgage lender founded by two industry veterans, built a model around hiring and training inexperienced loan officers and needed a sales and marketing platform that tracked lead value, loan officer activity, and delivered the right marketing messages. The company’s challenge was finding a CRM flexible enough to support custom workflows, prioritize high-value leads, and measure the return on every marketing dollar to make their training-first approach scalable and profitable.

Velocify LoanEngage provided customizable workflows, a dynamic priority lead view, automated and co-branded communications, and seamless Encompass integration, plus reporting to track loan officer activity and marketing ROI. The result: sales quadrupled—from about $2M to $8–9M per month with just 20 employees—loan officers ramped quickly (new hires averaging two closed loans by month three and four by month seven), improved customer retention and referral relationships, and a lower cost per acquisition.

Home Access Financial

Tad Wentzell

CEO and Co-founder