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Velocity is the only Mortgage Operating Platform that pulls all your systems into one place, automates your processes, and gives you more time to do the things you love to do.
Discovery matches client profiles (using filters) with lender verified product attributes to maximize your chance for the best possible mortgage approval.
Save $1000s and
eliminate most of the hours you currently devote to payroll and monthly accounting by automating all repetitive tasks for each pay period.
Link Lender delivers digital credit applications and supporting documents from brokers you want to do business with, from any submission platform, with no required investment in technology or training.
Maximize your exposure to top performers with Lender Portal. Brokers can now get their deals directly matched to your product on a number of different mortgage software platforms.
For more information or to register for training:
Link is our data exchange system that connects Velocity and other Third Party solutions to deliver direct application connectivity to lenders and industry partners.
Whether you’re new to Velocity or looking to take your knowledge to the next level, the Velocity train will get you there at high speed.
Join us for our Weekly Live Online Training Sessions that take you through everything you need to know in the same amount of time it takes to have a coffee break.
A short video series to show you how in less than 10 minutes you can learn to utilize Zoom to deliver a better client approval experience.
Pending Deals this Week will show you any deals that are incomplete or non-complaint, and therefore will not be processed on the next payroll unless checked.
The dashboard will also show an overview of other important information, such as your Expenses for the week.
This includes your brokerage information, brokers, and lenders. Once you fill these out, they will automatically apply on every payroll you process.
Broker profiles are used to keep track of broker commissions, their split, and their expenses.
If you would like to pay the broker through an Electronic Funds Transfer, check the box Pay through EFT?
This section is mostly used as informational.
You can look up deals that are synced with Velocity, or use quick entry if they can’t be found there. See Deal Quick Entry and Deal Upload (from Expert) instructions below.
Alternative to Quick Entry, you are able to upload Historical Deals from Expert.
The Commissions section can be found on the left hand side bar.
For instructions on using Commissions to process a payroll, review the Processing a Payroll Instructions.
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