Category: Client Portal

MPP Form Templated for eSign + Collect Documents Via SMS

What did we get you for Christmas, you ask?The gift of time. eSign MPP  This holiday season and moving into 2021, we want to save you time on the tedious tasks so you can focus on what’s important. Now, you can send out the MPP form (all versions) for eSign in just a couple of […]

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Client Portal Receives A Facelift – Plus The Ability To Resend eSign Requests

In the first step towards building an improved client experience, the Client Portal has been given a makeover to make it tighter and brighter (hint: more to come!). What’s New? Glow up –  a brand new look and feel that matches the Client Journey unifying your client facing assets  Customizable – Add your own logo and instructional notes (via the Velocity Profile […]

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Client Portal

Tired of the tedious and time-consuming process of collecting client’s documents? Us too! That’s why we’ve created the Client Portal. Velocity’s Client Portal simplifies the document transfer process helping to save time & energy on mortgage applications.   It’s an easily navigable online portal where clients can securely upload docs from any device. They can […]

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