Big News! Velocity Updates!

Your Velocity, Your Way!

We have updated your system overnight with the following exciting upgrades!

Compliance Documents

New to Velocity are the following documents for provincial compliance:

  • BC Form 9 – Lender Disclosure Statement
  • Ontario Disclosure to Borrow – Line Of Credit
  • Ontario Investor Lender Disclosure Renewal Waiver of Waiting Period
  • A new Generic Client Consent form is now available
  • Validation has been added to help brokers generate the BC Form 10 Compliance document.

 

Compliance Documents Now Available

BC Prescribed Form 10
BC Form 10 – Pre July 2017
BC Fixed and Open Disclosures
BC Lender Conflict of Interest
BC Lender Disclosure
BC Rate Disclosure
ON Fixed and Line of Credit Disclosures
ON Investor/Lender Disclosure Renewal
Generic Client Consent for Credit

 

Training

Visit our Training Page to see video walk-throughs on how to automatically generate your compliance documents!

 

User Experience

A new loading/saving progress bar at top of Velocity pages will show when pages are loading.

The default view of the application is set to Classic view, but is now changeable directly the application page in the top right corner.

The APR Calculation has been adjusted.

Numerous User Interface and User Experience updates!

 

 

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Making use of ‘tags’ in Velocity – Velocity Mortgage Systems

Making use of ‘tags’ in Velocity – Velocity Mortgage Systems

Watch the video below to learn how to use ‘tags’ in Velocity to streamline your communication. Velocity’s custom tags allow you to create a searchable history of communication pertaining to each specific deal – you’ll never lost another valuable piece of info again!

More questions? Email velocitysupport@newton.ca and we will be in touch!

For a free trial or to request a demo – check out the links on the sidebar to your right of this post.

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Newly designed Velocity Help Centre!

Velocity has a newly designed Help Section to assist you with both introductory and advanced operating processes. Visit the new Help Section down the left side of your navigation bar. The section is filled with valuable “How to” information. It’s fast, easy to navigate, and user-friendly.

A great new addition is the Keyword search.   Search common words or actions and find all related Q&As in each section. Each response provides step by step details on what to do and some images of what you’ll see

 

Helping you make Velocity your All-In-One operating system is our ultimate goal. Let us know how we are doing on that front as your feedback is valued, and has helped us in building a better system

 

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