Designed by mortgage brokers, Velocity understands the mortgage industry and the challenges of managing a mortgage business.
Velocity is the only Mortgage Operating Platform that pulls all your systems into one place, automates your processes, and gives you more time to do the things you love to do.
Save $1000s and eliminate most of the hours you currently devote to payroll and monthly accounting by automating all repetitive tasks for each pay period.
Join us for our Weekly Live Online Training Sessions that take you through everything you need to know in the same amount of time it takes to have a coffee break.
Over 800 brokers across Canada attended our first sneak peek sessions earlier in February. Now we’re ready to take a deeper dive and show you more with part two.
Join us for one of two sessions looking at our new advanced templating system and ‘Build’ Reports.
Register
Tuesday, March 2nd at 1:00pm EST \ 10:00am PST Thursday, March 4th at 4:00pm EST \ 1:00 pm PST
Click here to watch a recording of our first Sneak Peek session.
Template Editor
The new template editor will allow you to be as creative as you want and completely customize your own templates, or choose from some of the default ones provided by us or your network.
‘Build’ Reports
‘Build’ pick ’em style reports allow you to pull reports based off of any data fields you choose no matter how general or specific. Want to pull a general report on all of your clients coming up for maturity? No problem! Want to be pro-active and look for new business opportunities with potential reserve mortgage clients? Done! Join us to see the full potential that ‘Build’ Reports are going to dig up for you.
Designed not only to help you run your day-to-day business and keep on top of current and past client relationships, the new CRM’s defining feature will be the ability to help you GET NEW BUSINESS.