Learn All About ‘My Day’
We know how busy your days can get so say hello to ‘My Day’ where you can view and manage all your day-to-day tasks! In conjunction with the calendar in Velocity, My Day offers you a detailed list of all the tasks you have for the day organized in the different topics they fall under.
- Get reminded of all tasks and workflows to be completed daily ensuring you don’t miss a beat
- Preview and send pre-scripted emails right from one spot
- SMS and Phone call pre-scripted reminders
- Reference the associated deal’s details
Amped Up Modern View – New Look & Feel
The ever popular Modern View has been given a facelift to tighten up the top section and optimize screen space.
- Want to send a deal to a colleague but still remain the agent? A new Assigned drop box has been added to the top to easily share deals where needed
- The deal status colours will now correlate with those on the Dashboard
- Yellow has been added to the GDS/TDS ratios as a CAUTION signal colour before it turns red
- Modern and Classic buttons added to the top will now turn blue reflecting which screen view you’re in
- The first two borrowers will be displayed at the top for quick reference