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Logo of LeadManager

LeadManager

byVelocify by Ellie Mae
in Sales
4.1

Overview

Product Information on LeadManager

Updated 13th October 2025

What is LeadManager?

LeadManager is a software designed to streamline the management and tracking of mortgage leads for lenders and loan officers. The software centralizes lead data, automates lead assignment, and provides tools to monitor lead progress through the sales pipeline. It offers features such as lead source tracking, customizable workflows, and reporting capabilities to help organizations improve efficiency and response times. LeadManager aims to address business challenges related to lead capture, organization, and conversion by allowing users to prioritize and follow up on opportunities in a systematic manner. The software integrates with other mortgage platforms to support a unified workflow within the lending process.

LeadManager Pricing

LeadManager software uses a subscription-based pricing model, where access and features are offered for a recurring fee based on selected plan tiers. The pricing structure varies by factors such as the number of users, functionality required, and organization size, with custom quotes available for larger or more specific needs.

Overall experience with LeadManager

Product Marketing Manager
50M - 250M USD, Services (non-Government)
FAVORABLE

“User friendly and must have tool for sales team”

5.0
Apr 14, 2019
It has given us the ability to speed dial multiple calls in a matter of few minutes has made me and my team more productive, increasing our average call volumes. Also helps us keep notes on our leads organized.
Business Development Manager
50M - 250M USD, Banking
CRITICAL

“Great features. Terrible customer service. ”

3.0
Dec 3, 2019
Overall Velocify has the ability to do everything I want it to do, but is ultimately let down by their customer service and ability to develop b2b relationships with their clients.

About Company

Company Description

Updated 7th December 2023

ICE Mortgage Technology, a subsidiary of Intercontinental Exchange, Inc., integrates the know-how of Ellie Mae, Simplifile and MERS. Its primary purpose is to digitize the complete mortgage process, from borrower engagement to loan registration, including all intermediary steps. This company offers a premier cloud-based loan origination system for the mortgage sector. Its services help financial institutions to increase their loan origination, decrease origination expenses, and expedite closing times, while maintaining strict adherence to compliance, quality and efficiency norms.

Company Details

Updated 26th February 2025
Company type
Public
Head office location
Pleasanton, United States
Number of employees
1001 - 5000
Website
https://www.icemortgagetechnology.com/

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: LeadManager

LeadManager Likes & Dislikes

Like

Can easily take notes and access information while I'm taking calls with my clients. It also makes it easy to contact multiple clients with just few clicks. Our reps are able to make high number of calls in a short time as the lists gets updated in realtime. Can also sync my phone with the system. Leads and their detailed information (including lead status) are well organized, and makes it very easy tracking lead follow-ups. Their customer service is very responsive and timely. to save me time on dialing numbers. Highly customizable with custom views, fields & tabs and intuitive user interface.

Like

Lead manager, ability to perform batch processes

Like

I really like the automatic dialing of prospective clients and the ability to take notes within the system. I also like the ability to search among a number of different fields to find leads. The interface and navigation are simple.

Dislike

Sometimes there is a few seconds lag between the call starting and phone ringing. There should be more options to add in calendar events like action items, notes. To pull leads with OR filter, would require multiple reports to be created and then merged. Would like to have more advanced filter options.

Dislike

Customer service. Management not willing to work with smaller companies on variable contracts. Cannot reduce seats mid-term. If they were confident in their product they would allow this, especially to clients who have been working with them for a long time.

Dislike

Their reports don't update in real time. There can be periods of lag or time out. Frequently it will circulate the same leads on a daily basis while others aren't showing up.

Top LeadManager Alternatives

Peer Discussions

LeadManager Reviews and Ratings

4.1

(20 Ratings)

Rating Distribution

5 Star
30%
4 Star
55%
3 Star
15%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

3.9

Integration & Deployment

4.1

Service & Support

4.1

Product Capabilities

4.5

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  • Senior Campaign Manager
    1B-10B USD
    IT Services
    Review Source

    Lead generation and segregation has made easy with this application. Recommended.

    4.0
    Jan 8, 2021
    As we are into CRM we always look to convert the visitors to our client website to leads and customers. Using this Lead Manager the complex task has become very easy. We integrated this platform to our inhouse CRM tools and it performs very well in generating marketing qualified leads. The integration process is easy, it guides us and we just need to follow the instructions. It has some good number of filters, where we can directly use those instead of creating new segment filters. The segregation of leads is very simple and it maintains high standards. Got for it, hope my review helps you.
  • Lead Campaign Developer/Campaign Manager
    1B-10B USD
    IT Services
    Review Source

    Quality and qualified lead management process, good data filters etc. Go for it.

    4.0
    Dec 20, 2020
    I have been using this tool since 1.4 years and so far i can say its good. We use this application for lead generation and data fileting. As i am web developer, i create a web pages, landing pages, survey pages etc. and integrate with this tool as they are the major sources to generate leads. This tool is best in provide details like from where the user has come which we call it as user journey, it provides us a flow chat for better understanding. This platform has good lead nurture filters where we can filter the leads based on many criteria's like age, country, product bought etc. We can even create a customized filters based on our requirements. Its best in creating user segments which helps a lot for the people who are into sales and marketing. They can directly download and use the list where ever they needed. I also has many other good features, go for it and explore.
  • Senior Operations Manager
    1B-10B USD
    IT Services
    Review Source

    Go for it and enjoy, its s best Lead Management platform with good number of filters.

    4.0
    Nov 23, 2020
    Its a best platform for Lead Management. Any organizations looks for leads and its calculated as successful if we get good number of leads either it may be qualified or non qualified leads. This platform is best in managing the leads cycle and convert them to qualified lead. It has some default lead conversion strategies where the beginner can make use of them to understand the lead generation process. It has good number of filters to separate qualified leads, non qualified leads, invalid details provided, bounced records and many more. Its affordable as well, go for it and enjoy.
  • Operations Manager
    1B-10B USD
    IT Services
    Review Source

    It has standard Lead Management strategies and also inbuild data preparation tool.

    4.0
    Nov 5, 2020
    We manage big data and to generate genuine data, we use many tools and this LeadManager is one the great tool we use for lead management. It has some inbuild standard strategies we can directly make use of if we dont have knowledge on strategies. The lead generation setup is simple compared to other lead management tools. The automation process is standard and very accurate in reporting and analysis. This tool also has features to prepare datasets and we dont need any additional Data preparation tool again. Over i can recommend this tool and go for it.
  • Senior Campaign Operation Manager
    1B-10B USD
    IT Services
    Review Source

    It generates good and quality leads based on the strategies we apply. Affordable and best

    4.0
    Nov 1, 2020
    The first step need to be taken care in campaign management is genuine data. Only if the data is genuine, the IP will get warm and generates good ROI to the organization. To generate new hygienic leads, we use LeadManager. We created some strategic plan to drive the strangers to Leads. This tool has many features like standard data filters, inbuilt survey and form fillings etc. Where we can directly use them in our strategies plan. Also it can capability of detecting spam emails and bounce records. Overall i can say its best for generating good number of leads.
Showing Result 1-5 of 20

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