Guides & Documents

Guides & Documents contain the latest versions of Velocify documents in PDF file format; including administration guides and user guides.

TCPA Consent Requirements for SMS Messaging (220 KB)

DO NOT CALL LISTS (Federal & State) (254 KB)

SMS Best Practices (187 KB)

Velocify Email Migration Guide (541 KB)

Velocify Transition to Amazon Web Services (AWS) FAQ (273 KB)

LeadManager 18.2 Header Guide (for Admins) (2 MB)

LeadManager 18.2 SMS Administrator Guide (1000 KB)

LeadManager 18.2 SMS User Guide (2 MB)

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Velocify Email Migration Guide (541 KB)

Velocify Transition to Amazon Web Services (AWS) FAQ (273 KB)

LoanEngage 18.2 Email Guide (8 MB)

LoanEngage 18.2 Administrator Guide (2 MB)

LoanEngage 18.2 User Guide (1 MB)

LoanEngage 17.9 Webinar Presentation (1 MB)

LoanEngage 17.9 Admin Guide: Streamlined Presentation (2 MB)

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Velocify Pulse: Application Details (460 KB)

Velocify Pulse: Technical Overview (343 KB)

Pulse Admin Guide – April 2022 (7 MB)

Velocify Pulse: Softphone for Administrators (394 KB)

Velocify Pulse: Softphone for International Users (490 KB)

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Dial-IQ Reporting Guide (624 KB)

Dial-IQ Call Prioritization and Notification (400 KB)

Dial-IQ Live Coaching User Guide (2 MB)

Priority Call Queues (300 KB)

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