Press Release

Ellie Mae Unveils Re-imagined Velocify LeadManager SMS Texting To Mobilize High-performing Sales Organizations

Sets new standard for powerful mobile communications integrated into a centralized lead management solution

PLEASANTON, Calif. – March 7, 2018Ellie Mae® (NYSE: ELLI) the leading cloud-based platform provider for the mortgage finance industry, today unveiled completely redesigned Velocify LeadManager SMS texting functionality that provides a seamless and simple way to send automated and individual texts to mobile phones from within the solution. Velocify LeadManager SMS texting empowers sales professionals with the combined strength of integrated individual and bulk messaging and the administrative controls needed to engage prospects and customers on their mobile phones quickly, easily, and in a legally compliant way.

“With the enriched texting functionality in Velocify LeadManager, sales organizations can boost engagement, drive quicker decisions, and improve conversions by intelligently and respectfully weaving text messaging into the sales process,” said Nick Hedges, Senior Vice President, Consumer Engagement Strategy at Ellie Mae. “No other technology delivers such powerful mobile communications integrated into a centralized lead management solution.”

Improving Multi-Channel (Phone, Text, Email) Prospect Experience
Velocify LeadManager helps to ensure the texts sales professionals send are highly relevant and reach the right person, at the right time, and in the right way. Velocify LeadManager SMS texting is the only solution that integrates bulk and individual texting into unified, multi-channel sales engagement. Among the key new features:

Automated SMS Texting

Bulk Texts: Administrators can send bulk short code messages, as promotional campaigns to interested prospects or to reengage leads.

Triggered Texts: Administrators can set up automated texts triggered from specific actions or statuses (e.g., rate changes or deadlines) to send notifications of timely news to interested prospects and customers.

Administrative Controls: Utilizing easy-to-use templates and wizards, administrators can allow their users to engage freely with prospects, while at the same time setting limits within the system to promote positive engagement and ensure company standards and industry guidelines are followed.

SMS Texting Messenger Window

Two-Way Text Messaging: Sales reps can text prospects’ mobile numbers directly from the LeadManager text messenger window, and instantly receive responses in the same messenger window.

Conversation History: Sales reps can easily access their lead conversations from the messenger window as well, which is always available from their main Priority View screen.

Automated Prioritization: Texting is integrated with the action and lead status workflow in LeadManager to ensure leads remain up to date and prioritized with other communication types (email and phone) as they move through the funnel.

Automated Mobile Number Lookup

Automatically checks and validates that numbers within LeadManager lead records are active mobile numbers prior to sending a text. This feature significantly reduces the amount of undelivered text messages and can help prevent the sender from inadvertently sending spam.

With over 200 million smartphone users in the U.S. alone, reaching prospects on their mobile phones has become imperative to the sales organization’s success. And though acceptance and preference for receiving business-related texts is growing, prospects want it done at the right time and in the right way. Velocify LeadManager SMS texting unlocks a better prospect experience by integrating and synchronizing text with other communication channels, while giving organizations a better way to ensure compliance and standards are followed.

Velocify LeadManager 18.2 with SMS texting is expected to be released in April 2018. For more information visit:

About Ellie Mae

Ellie Mae (NYSE:ELLI) is the leading cloud-based platform provider for the mortgage finance industry. Ellie Mae’s technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency. Visit or call 877.355.4362 to learn more.

About Velocify by Ellie Mae

Velocify® by Ellie Mae is a sales acceleration software platform that helps high-velocity sales teams turn more prospects into customers. More than 1,500 companies streamline, automate and optimize their sales processes using Velocify. Velocify’s software delivers a prescriptive approach to selling and surfaces actionable performance insights to ensure salespeople stay focused on activities that lead to more sales. Visit or call (888) 843-1777 to learn more.


Erica Harvill
Ellie Mae, Inc.
(925) 227-5913

Alexandra Gardell Kreuter
(646) 428-0618

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© 2018 Ellie Mae, Inc. Ellie Mae®, Encompass®, AllRegs®, the Ellie Mae logo and other trademarks or service marks of Ellie Mae, Inc. appearing herein are the property of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks or copyrights of their respective owners.

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