Category: Newton


Tips & Tricks of the Mortgage App – YouTube Live Training Sessions

‘Hankey’s Helpful Hints’ Tuesday, April 2nd Velocity’s Coffee Break Training Sessions are back with the first addition of ‘Hankey’s Helpful Hints’ on the top 5 FAQs of the Velocity mortgage application. We asked our Customer Care and Training Departments the top learning curves of the Velocity Mortgage Application and are going to be sharing them with you in what promises to be the most useful 20 […]

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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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eSign YouTube Live Training Sessions (Feb 27)

Velocity’s Coffee Break Training Sessions are back with eSign! In the time that it takes to have a coffee break, we’ll teach you how to get your final approval faster with simple, built-in digital signatures.  The Sessions will touch on the following  Get your deal done faster by avoiding  printers and scanners Collect signed documents easily with email updates along the way Signed, sealed […]

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Start Your New Year With A New Training System

Give us an hour and we’ll get you submitting Velocity, the DLC, MCC and MA selected submission platform is starting the New Year with a new training system to help you transition from Expert to Velocity for all of your lender application submissions. Our updated training page runs on an interactive, high speed train where you can ride one of […]

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Announcement: Changes to Your ‘Actions’ In Velocity

Submit to Expert Button Has Been Retired    Effective today, the Submit to Expert action button has been removed in Velocity. We thought it was redundant now that you can submit to every lender directly from Velocity. For those of you that may still have a need to push an application to Expert post submission […]

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We’re Hiring!

We are looking for Training Specialists in both Western and Central Canada. In addition, we have a position up for a Customer Support Specialist. If you have an understanding of the mortgage application approval process and what it takes to deliver a “best in class” client service experience, we’d love to talk to you!   […]

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Uploading Your Data Into Velocity Couldn’t Be Easier

Introducing The Uploader!   Got a one-off deal that you want to get in right away, some deals that didn’t make it in the initial transfer, or looking to improve your Contact List from old CSV files or Excel spreadsheets? Want all of your Expert CSV data imported and auto mapped in Velocity? Introducing The Uploader! […]

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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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