Test cycle Oct 14, 202632 CRMs tested7 checks per CRMScores never for sale. The test protocol
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Test report · cycle Oct 14, 2026

Velocify (ICE): 30/100

Needs a quote #5 of 5 mortgage & lending CRMs. ICE's lead distribution and dialer platform for retail lenders.

Test results

TestResultPointsRule
Published pricing✕ fail0/2020 if the vendor publishes a starting price; 8 if only a third-party estimate exists; 0 if quote-only.
Plan transparency✕ fail0/1515 if three or more plans show a price; 10 for two; 5 for one; 0 for none.
No hidden fees✓ pass15/1515 with no extra costs found (onboarding fees, seat minimums, usage charges, paid add-ons); minus 5 for each one found.
Free plan✕ fail0/1010 if a free plan exists; 0 if not.
Small-team access✕ fail0/1515 if one user can buy; 10 if the minimum is 2–3 users; 5 for up to 10; 0 above that.
Industry integrations✓ pass15/1515 if it connects to industry systems (LOS, practice management, IDX); 0 otherwise.
Google and Microsoft fit✕ fail0/105 each for Google Workspace and Microsoft 365 integration.
Total30/100

Pricing found

Source: ICE, checked Oct 14, 2026. Quote only

CustomQuote

No hidden fees found on the pricing page.

Fit

Retail lenders buying and working internet leads at volume. Best for 20+ users. LOS

Skip it if: Teams that want a relationship CRM: Velocify is a lead tool first.

Other mortgage & lending CRMs

All test results