Velocify LeadManager 24.3 Major Release: Feature Enhancements

Lenders now have the ability to push Velocify unique records to Surefire. The Velocify 24.2 Major Release only supported Velocify updates to records originating in Surefire. This release feature update applies to Velocify-only leads, created by User Manual Additions, Bulk Import, Lead Providers, Incomplete Applications, Encompass Lead Create, and Inbound Calling.

Sunset Policy updated with additional management abilities:

• Lead Add/Edit page now displays sunset leads

• Ability to "un-sunset" a lead

• View:

  • Email engagement statistics for individual leads

  • Average open rate used for the Sunset Policy.

• Sunset report displays all sunset leads

The following Dial-IQ recording feature enhancements are available with this release:

• Recording formats: The following formats are now supported for greeting and voicemail sound files: wav, mp3

• Updates to the way Voicemails can be recorded in the UI

• You can use your computer's microphone to record a voicemail

SMS Opt-out by Agent added to SMS Reports:

• Agent data added to the SMS Reports so Velocify users can view opt outs per agent and determine which agents are causing the most opt outs

• Agent filter added to SMS History report

• Agent ID displayed in SMS Opt-Out report

• SMS Opt Out Report sorted by opt out date (descending) by default

Velocify users have multiple options to set the Caller ID that will display on the lead's phone when they make an outbound call to the lead. You can choose to use Local Presence numbers, your own My Settings phone numbers, company main numbers, etc. This will provide visibility into which Caller ID was used in each outbound call

The following updates are included with this release:

• Enhanced Telephony Compliance registration UI

• Added clarity to the process starting with Company Profile.

• Added a 5 second delay to provide more time to read the message displayed after Submit

• Client database name and Legal business name included in notification emails

• Enhancements to populating existing registration data in Telephony Compliance windows