Introducing ‘One-Touch’ Reports

New Business Is Just ‘One-Touch’ Away Access your best new business opportunities on demand with Velocity’s new ‘One-Touch’ Reports. Client birthdays, mortgage anniversaries, term maturities and rate hold expiry dates are available with the click of a button. Phone number and mail lists can also be extracted for action anytime. Never miss another key opportunity to connect […]

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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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