Category: Uncategorized


Velocity Upgrades & Improvements – 03/29/2024

The March 29th, 2024 Velocity Broker Release includes updates and enhancements to VelocityCRM, Build Reporting, and Compliance Forms. To access the full version of this week’s Velocity Release Notes, click below! […]

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Velocity Upgrades & Improvements – 03/15/2024

The March 15th, 2024 Velocity Broker Release includes updates to the DocuSign process. This will allow for a seamless user experience. To access the full version of this week’s Velocity Release Notes, click below! […]

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Welcome to the next Level of Mortgage Technology with Velocity and Strive!

Big news! We’re excited to introduce Strive as our newest integrated lender in Velocity for Direct Document Submission. From this moment forward, you can submit documents and application data directly to Strive, enhancing your workflow. Embrace the efficiency of our secure, encrypted direct document transfer – a seamless solution for a swift and confidential process. […]

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Velocity Upgrades & Improvements – 02/16/2024

The February 16th, 2024 Velocity Broker Release includes enhancements to the Client Consent Confirmation, and Annual Reports (AR). Key highlights include an enhanced Client Consent Confirmation process with added eSign capabilities, and the ability for brokerages with multiple offices to generate Annual Reports by office. To access the full version of this week’s Velocity Release […]

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Empower Your Brokerage: Join Our Exclusive Webinar!

We are excited to announce this special webinar for Broker Owners/Administrators! Webinar Title: Tools to Develop Superstars In Your Brokerage Date & Time: February 22nd, 11:00 AM PST / 2:00 PM EST In this webinar, we’ll discuss how Velocity helps you create a more efficient brokerage with tools that streamline your business! Learn how to […]

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Velocity Upgrades & Improvements – 01/19/2024

The January 19th, 2024 Velocity Broker Release includes enhancements to VelocityCRM and Annual Reports (AR). We have made additions to CRM so that you can elevate your experience with more automation, allowing for more personalization! We have also made upgrades and additions Annual Reports for provinces that require annual reporting. To access the full version […]

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Direct Document Transfer becoming the norm in Velocity!

Effective today Coast Capital is accepting documents and application data directly from Velocity. Secure, encrypted direct documents transfer replaces email and/or lender document portals for uploading your clients confidential information from your laptop/PC. Coast Capital joins an expanding group of lenders that receive direct document transfer from Velocity! […]

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Velocity Upgrades & Improvements – 11/24/2023

The November 24th, 2023, Velocity Broker Release includes enhancements to the Client Dashboard and Amortization Schedule. We have made updates to the Client Dashboard so your client can see all the information they need, and history of their application, in one place! We have also made improvements to the Amortization Schedule to reflect Fees and […]

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