‘Build’ Your Future Business Opportunities
Create pick ’em style reports to mine your data for new business opportunities.
Filter your results into a CRM Audience List with just one click and start to send out targeted campaigns.
Want to reach out to all of your first time homebuyers,
target potential reverse mortgage clients,
or send a thank you to your referral partners?
Done, done & done!
Access our Build Your Pipeline Brochure to help you Get Started!
Click here to watch the demo
Start ‘Build’ing
To access ‘Build’ in your Velocity account, click “Reports” on the left side menu bar > “Build A Report” |