Category: CRM


The Next Generation of Reporting is Finally Here

‘Build’ Your Future Business Opportunities  Create pick ’em style reports to mine your data for new business opportunities.  Filter your results into a CRM Audience List with just one click and start to send out targeted campaigns.   Want to reach out to all of your first time homebuyers, target potential reverse mortgage clients,or send a thank you to your referral partners?Done, […]

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Various Exciting CRM Updates and Bulk CASL Opt In

We’ve got some new updates for you including the ability to opt your clients in for CRM Communications in bulk, as well as the introduction of the new VelocityCRM Homepage, and added filters to the Activity page. Read on to get the deets. Bulk CASL Opt In  You can now opt your clients in to receive CRM […]

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Did You Miss The CRM Sneak Peek?

Catch The Recording New, Game Changing CRM Velocity has provided you an all-in-one system to do business. On April 1st, Velocity will become a system to help you get business! Over 800 mortgage brokers across Canada attended our CRM Sneak Peek sessions, but if you’re one of the ones that missed it, you can catch the […]

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Sync To Your External CRM System

Introducing API OUT – Sync To Your External CRM System Plus, Credit Bureau Reports  We believe in open data structure and want you to use your data the way you want, with the programs you want. Therefore we’ve expanded our Velocity API with the ability to pull your data out of Velocity and into an […]

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Sneak Peek Of Our NEW CRM System

We’re inviting you to be among the first to get a sneak peek at our new, highly anticipated CRM system. Designed not only to help you run your day-to-day business and keep on top of current and past client relationships, its defining feature will be the ability to help you GET  NEW  BUSINESS. Key to its success, the new system will […]

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‘My Day’ – Daily Task Manager on Steroids Plus Amped Up Modern View

Learn All About ‘My Day’ We know how busy your days can get so say hello to ‘My Day’ where you can view and manage all your day-to-day tasks! In conjunction with the calendar in Velocity, My Day offers you a detailed list of all the tasks you have for the day organized in the different topics they fall […]

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Introducing ‘One-Touch’ Reports

New Business Is Just ‘One-Touch’ Away Access your best new business opportunities on demand with Velocity’s new ‘One-Touch’ Reports. Client birthdays, mortgage anniversaries, term maturities and rate hold expiry dates are available with the click of a button. Phone number and mail lists can also be extracted for action anytime. Never miss another key opportunity to connect […]

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Velocity & Your CRM Connect

You Asked, We Delivered Step up to a better submission platform with Velocity and we’ll automatically push your deal submissions to your network provided CRM system. Starting today, you have the ability for every new lender submission from Velocity to transfer your client information to your Client Manager, Nexa, or Eximius CRM system just as it does when you submit on Expert. […]

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