Category: Updates


MPP Tools for Ninja Sales Tactics

Plus, Disclosure Documents, Insurance Updates + More MPP – What’s New? Go paperless!  Clients can complete the MPP application process completely online with designated MPP Hub links now appearing directly in your Velocity application  Not sure your clients prefer online vs. the form? Send both! Send a link to the online application together with the PDF and upload portal straight from your Conditions […]

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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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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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FREE NOA’s

Starting this Monday, February 1st until June 30th, 2021 we’re making it easier to get your client’s income documents upfront with FREE NOA and tax document collection through two premier NOA providers when you submit your application through Velocity.  Make it simple for your clients and easy for your lender with income confirmation provided upfront. Velocity makes it possible with free access […]

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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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12 Days of Christmas Giveaways

Our 12 Days of Giveaways promo starts today and we want you to be one of the lucky winners.  To enter to win you just need to like (1 entry), comment (2 entries) or share (3 entries) the 12 Days of Christmas posts on Facebook or Instagram. The more you interact, the more chances to win. Each day a different […]

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MPP Form Templated for eSign + Collect Documents Via SMS

What did we get you for Christmas, you ask?The gift of time. eSign MPP  This holiday season and moving into 2021, we want to save you time on the tedious tasks so you can focus on what’s important. Now, you can send out the MPP form (all versions) for eSign in just a couple of […]

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Velocity Community and Support Facebook Group

Learn From Your Peers Our Trainers aren’t the only ones who know a thing or two about Velocity. Thousands of mortgage brokers just like you have incorporated the system into their daily routine and found their own best practice, so why not ask them? The best people to answer your questions are the ones that have already asked them. For this […]

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