Case Study: LSI Mortgage achieves sky-high ROI and remarketing-driven revenue growth with Velocify LeadManager

Sky-high ROI attributed to Velocify’s automated distribution

LSI Mortgage Plus is a national mortgage banker with about 140 employees, licensed in 37 states. The company struggled to automate lead distribution, lacked visibility into whether loan officers were following up, and needed integrated reporting and analytics to track performance from lead to closed loan—leaving marketing and operations trapped in manual processes.

Director of Marketing Brigitte Marshall implemented Velocify LeadManager integrated with Encompass to automate intelligent lead routing, re-market older leads, and deliver customizable analytics. The result: faster lead response, higher loan close rates and productivity, clear lead-to-funding visibility, and significantly improved ROI—including a finding that 53% of closed loans came from a source 60–120 days old after remarketing.

LSI Mortgage

Brigitte Marshall

Director of Marketing