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Winning at Lending with Marketing Automation

Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes.

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Velma CRM

Velma CRM focuses on building strong relationships for the Loan Officer, resulting in a reliable pipeline of repeat and referral business. With tools that make staying connected effortless, it helps ensure your customers remain loyal, driving long-term success and growth.

Automated Marketing Campaigns

Automated
Marketing
Campaigns

Proven Communication Strategies, Velma CRM

Proven Communication Strategies

Intuitive User Interface, Velma CRM

Intuitive
User
Interface

On-Demand Marketing
Tools

CRM/Marketing Management

Marketing Automation
Corporate Marketing
Contact Management
Approval Workflows
Partner Management
Marketing Management, Velma CRM
Have all of your loan officers marketing like your top producers, without lifting a finger.
  1. Engaging newsletters, personal messages, and event based drip campaigns
  2. Effective Marketing automatically triggered and sent from the loan officer
  3. Industry proven communication cadence and quality content
Marketing Management, Velma CRM
Directly market to all Loan Officers’ contacts with corporate marketing. Leverage your reach and control brand and messaging.
  1. Visibility to consolidated contact list across Loan Officers
  2. Send on behalf of LO or use the company brand
  3. On message and brand compliant
Marketing Management, Velma CRM
Each Loan Officer manages hundreds of prospects, past clients, and referral partners. Velma makes data mining, sales, and marketing tactics easy.
  1. Intuitive, easy to use interface
  2. Tag, filter, and market to your contacts
  3. Set it and forget it auto campaigns
  4. Tasks, calendars, and reminders
  5. Contact, history, and loan data
Make sure your messaging reflects the quality and compliance your company demands.
  1. Intuitive and efficient workflow
  2. Full view of approval history and status
  3. Ability to approve, edit, or decline
  4. Implement at the document level
Marketing Management, Velma CRM
Drive more partner referrals. Build strong relationships with realtors and other business partners.
  1. Co-brand your marketing pieces
  2. Manage your partner photo, logo, and other contact details
  3. Quality campaigns for Realtors and other business partners

Outbound Marketing

Email Marketing
Print & Mail
Flyers
Gift Marketing
Social Media
Impactful Library
Outbound Marketing, Velma CRM
Velma’s email marketing expertise achieves results. Anyone can send emails, but don’t confuse activity with results.
  1. High deliverability - Velma is the best in the business
  2. CAN SPAM compliant
  3. Integrate with 3rd party data
  4. Fully scalable
  5. Mobile responsive emails project quality on all devices
Outbound Marketing, Velma CRM
Send world-class postcards and physical mail pieces to your prospects and partners. Physical mail together with email is the most effective way to market and Velma makes it easy.
  1. Large lists or a single contact
  2. Brand control by LO or piece
  3. No vendor or list management
Outbound Marketing, Velma CRM
Build Flyers on demand. Easily build Open House Flyers, Rate Sheets, and more for partners and borrowers.
  1. Integrate with Optimal Blue to provide compliant accurate date
  2. Eliminate error prone “cut and paste” work by Loan Officers
  3. Proven effective flyer layouts and content
  4. Downloadable PDF
  5. Email link to partner
Outbound Marketing, Velma CRM
Gifts and promotional items. Personal gifts can make a powerful, emotional, personal bond. Promotional items offer a branding opportunity.
  1. Robust offerings
  2. Easy to order, on demand
  3. Marketing automation options
Outbound Marketing, Velma CRM
Leverage the power of social media. Post marketing pieces to popular social media services.
  1. Enable at a marketing level
  2. Builds company and Loan Officer brand
  3. Easy and manageable
Outbound Marketing, Velma CRM
Velma’s marketing piece libraries achieve results in the mortgage industry. Our email, mail, and self-print instill confidence and generate action from your contacts.
  1. Multiple libraries with hundreds of beautiful marketing pieces
  2. Specific calls to action
  3. Valuable content your contacts appreciate

Fit and Finish

Integrations
Customizations
Reporting & Analytics
Account Management
Fit and Finish, Velma CRM
Unleash the data in your LOS and other solutions. Velma’s professional services team, API’s, and service oriented software architecture makes it all possible.
  1. LOS data can trigger marketing strategy and tactics
  2. Live pricing data delivers accurate and compliant marketing
  3. Eliminate managing duplicate databases
Fit and Finish, Velma CRM
Be yourself. Velma presents your unique company brand in a way that reflects who you are as a business.
  1. Match brand colors in the marketing pieces
  2. Custom layouts and pieces
  3. Company custom “skin” and configuration
  4. Custom marketing campaigns
  5. Manage Loan Officer customization options
  6. Don’t settle for slapping a logo and photo on generic templates
Fit and Finish, Velma CRM
Understanding the effectiveness of your marketing and identify opportunities.
  1. Access individual, branch, or company marketing history
  2. Gain insights via analytics and data visualization
  3. Business Intelligence analytics portals available
Fit and Finish, Velma CRM
Velma’s enterprise account managers work with your company’s marketing leaders. We help you understand your marketing effectiveness and identify opportunities to improve.
  1. Dedicated enterprise account manager
  2. Understand effectiveness and activity across branches, campaigns, and individuals
  3. Identify successes and opportunities together

Super Simple Interface

Advanced features that don’t require an IT degree to use.

Simple Design

The Velma CRM interface is very user friendly. Access the information you need in seconds.

Smart Features

Gather reliable feedback and data driven insights to improve customer retention and approval.

Tag, You’re It.

A simple tag system lets you create endless segmentation opportunities. Want to send an email to your hockey buddies? No problem. Market to leads from your last home buyer seminar? You got it.

Velma CRM has a simple yet smart user interface

What our customers say

Velma has taken our customer communication to the next level -- automated, branded, consistent. It's completely customizable and configurable to make the tool work best for your organization. Fantastic!
Rachelle Robarge - AVP IT Business Systems
Taylor Morrison
and BS behind
BS behind
info@kensiemae.com888.418.7187
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© KensieMae, LLC. All Rights Reserved 2025.
KensieMae (including its brands and companies such as KensieMae Technologies and KensieMae University) is not directly or formerly affiliated with, nor owned in any part by ICE Mortgage Technology™ (Encompass®), MeridianLink®, or Dark Matter™ and does not claim any rights to any trademarks or copyrights of their images, products, or services. Instead, KensieMae is a proudly independent firm, leveraging our years of experience, expertise, leadership in the market, and vast knowledge of these platforms, to provide second-to-none, world-class services and products.  
KensieMae is an Elite ICE Consulting PartnerKensieMae is an Elite Partner on the MeridianLink MarketplaceKensieMae is a proud memeber of the Mortgage Bankers AssociationKensieMae is a mulit-year honoree of the INC 500 Fastest Growing Tech Companies ListKensieMae is one of INCs best places to work
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