Category: Uncategorized


Exciting CRM and Client Experience Updates

Ready, aim, fire! We’ve got some new VelocityCRM updates for you with more exact status targeting, increased opportunities to connect, and newly added templates. Also new today, the Client Experience is now tied to Lead creation, and upgrades have been made to the British Columbia and Nova Scotia disclosure documents. Read on to get the deets. VelocityCRM […]

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Homeowner’s Insurance Mortgage Condition – Satisfied

A message from the desk of Geoff Willis: At Newton, we focus on improving your client’s homeownership experience by simplifying critical mortgage conditions. One such condition in every transaction is the confirmation of a satisfactory Homeowner’s Insurance Policy. Beginning with a small pilot group and expanding to all firms over the coming weeks, we are amending our client facing consent in the […]

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Centum Industry Service Provider of the Year Award

Canadian Mortgage Awards 2021 A big thank you goes out to the CMA Committee for awarding Newton the Industry Service Provider of the Year award for the 2nd year running. We’re truly honoured to once again be chosen for this awesome award. We couldn’t do it without the hard work of all of our team here at […]

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Turn-Key CRM Campaigns

Our Gift To You A message from the desk of the Communications Manager: We’re gifting you pre-set CRM Campaigns with proven best practice stages. All you have to do is add a template and publish! Get your campaigns published and start experiencing the benefits from enhanced communications with your clients. See below for specifics. Join me this Thursday to see […]

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Campaign Delivery Countdown

As many of you have now completed your Nexa import and/or Historical Deals Training, and started the process of building your Templates, our attention turns to Campaigns.  We are continuing to add more options to the Campaigns menu as you begin to build your filters, selections, and create matches to your Audience Lists. The next step (launching Friday, April 16th) is for the Campaigns to go-live […]

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CRM Help

Need Help Setting Up Your New CRM? The new VelocityCRM is super easy-to-use and intuitive, but if you’re busy processing mortgage applications and finding there aren’t enough hours in the day, reach out for help. Just say the word! We’ve enlisted 4 trained CRM Contractors to help you get up and running with the following. Importing your […]

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VelocityCRM Go For Launch

Last week we announced that Templates and Audiences are available for you to start setting up your new VelocityCRM. Starting today, you can plug your Templates into your Campaign Editor to prepare for the CRM Campaign go-live date Friday, April 9th. We’ve given you a week leeway so you can start setting up your campaign without accidentally sending anything out. The Campaign […]

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Templates Training

Get Started With Templates Plus CRM Campaigns Timeline Last week we announced that Templates and Audiences are available for you to start setting up your new VelocityCRM.In order to start sending campaigns on the go-live date, you’re going to need templates. Check out the video below to learn how.  Make sure to take a peek at our VelocityCRM Campaigns timeline […]

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NEW Templates and Audiences

Start Building Your Templates and Audiences We’re excited to announce that as of today, you can start setting up your new VelocityCRM Templates and Audiences. Templates and Audiences are one of the first steps towards getting prepared for the new CRM. A week from now, starting on launch day (April 1st), you’ll be able to set your CRM Campaigns […]

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