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 with clients on important milestones again.
To access these reports, click Reports > ‘One-Touch’ Reports on the black left-side menu bar in Velocity.
Reminder: Velocity & Your CRM Connect
Enjoy the immediate benefits Velocity delivers without making any changes to your currently established client communication campaigns.
Click the “Submit to External CRM” button on your Velocity Settings page to ensure your external CRM program (Client Manager, Nexa, Eximius) is populated with new client application data from Velocity. ‘One-Touch’ Reports are independently offered within Velocity and are separate from file submissions to your external CRM.
To find out more about submit to external CRM, view the Step-By-Step instructions below or contact one of our trainers below.
|For private our group training inquiries contact one of our trainers.|
Michelle Araujo, firstname.lastname@example.org, 416-357-7587
Philip Moniz, email@example.com, (416) 317-2327
Sarah Schneider, firstname.lastname@example.org, 604-315-9342
Graeme Hankey, email@example.com, 604-868-3763