Velocify LoanEngage 26.2 Release Notes

Velocify LoanEngage 26.2 Major Release

These are the release notes for the Velocify LoanEngage 26.2 Major Release. They include a high-level overview of new and updated features, fixed issues, followed by more detailed information and instructions where appropriate.

What's in This Release

  • Lead Export Ownership: New global setting to define default assignment (user or lead owner) when exporting to Encompass

  • Lead Ownership Sync with Surefire: Establishes Velocify architecture for Surefire sync, enabling real-time lead update notifications and a flexible API for retrieving only required fields, replacing prior post template–based exports

  • Updated Direct Mail Record APIs: New APIs to find direct mail records and convert them into leads for follow-up

  • AI Call Summary in Call Transcript: AI Call Summarization auto-generates a three-line summary from Dial-IQ transcripts, stores it with call/lead records, optionally logs it as notes, and redacts sensitive PII while retaining key contact details

  • Telephony Compliance: Two new required fields added to Telephony Compliance SMS A2P registration page

  • ICE Developer Portal: Velocify developer documentation now available on the ICE Developer Portal

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System Requirements for Velocify

Have you reviewed the latest System Requirements?

Before downloading or applying this new release, it is important to verify the latest system requirements for Velocify client machines. Review the System Requirements for Velocify to ensure your environment meets the requirements needed to operate Velocify products successfully.

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