Velocify • Mortgage

The voice-CRM layer your Velocify setup is missing.

Mortgage sales acceleration platform from ICE Mortgage Technology. Where it stops short: Dialer captures calls; loan officers still type post-call updates manually. AgentLog closes that gap — every borrower call becomes a structured update inside Velocify, no typing required.

MortgagePairs with VelocifyPWA — install to home screen

Try AgentLog Sign in

What Velocify does well

Speed-to-lead
Dialer
Workflow automation

Where AgentLog fits

AgentLog turns the post-call note into a structured Velocify lead update and follow-up cadence.

Sample voice note“Spoke with Rachel — first-time buyer, pre-approved 480k, looking in Plano. Husband Tom is co-borrower, his W2 still pending. Realtor is Lisa Park at Keller Williams. Rate concern is the main blocker. Remind me Thursday to send updated rate sheet and follow up on Tom's W2.”

PersonRachel Patel (Borrower)

CompanyRealtor partner: Lisa Park (Keller Williams)

OpportunityPlano FTHB — $480k pre-approval — $480,000

StagePre-Approval — Awaiting Docs

Tasks1. Thursday — send updated rate sheet to Rachel2. Follow up with Tom for W23. Loop Lisa Park on rate lock options

Suggested text“Hi Rachel — Thursday I'll send a fresh rate sheet. Once Tom's W2 lands we can talk lock strategy. Looping Lisa so she's in the loop too.”

Velocify vs AgentLog at a glance

Capability	Velocify	AgentLog
Lead routing / pipeline UI	Yes — its core strength.	No — keep using Velocify.
Post-call voice capture	Limited or manual typing.	Yes — one tap, structured output.
Speaker diarization (multi-voice transcripts)	No.	Yes (Deepgram nova-3).
Mortgage-aware CRM extraction	Generic notes.	Yes — contacts, opportunities, stages, tasks.
Drafted follow-up text	Manual.	Drafted from the parsed conversation.
Review-before-apply gate	—	Yes — nothing writes until you approve.

Frequently asked

Is AgentLog a full Velocify replacement?

No — AgentLog is the voice-capture and CRM-update layer. Most teams keep Velocify as their CRM and use AgentLog to remove the post-call typing that Velocify doesn't solve.

What does AgentLog do that Velocify doesn't?

Dialer captures calls; loan officers still type post-call updates manually. AgentLog records, transcribes, extracts mortgage signals, and shows a review screen — then writes structured updates back to Velocify.

Will it work with Velocify integrations?

AgentLog produces structured contact, opportunity, task, and activity payloads designed to feed CRMs like Velocify.

What does it cost compared to Velocify?

AgentLog is priced per active user. It's designed to be additive to your existing CRM — pay for AgentLog for the voice layer, keep paying Velocify for the CRM features you already use.

Other Mortgage CRM alternative pages

MortgageSurefire CRM alternative MortgageJungo alternative MortgageTotal Expert alternative MortgageWhiteboard Mortgage CRM alternative Use caseBorrower discovery call notes Use caseRealtor partner update calls Use caseRate-lock conversation logging

Keep Velocify. Add the voice layer.

AgentLog is built to be the voice-capture front-end for the CRM you already pay for. Get the structured CRM updates you'd write — without writing them.

Get started free Sign in