Updates & Enhancements

DISCOVER THE TOP PRODUCTS FOR YOUR CLIENT WITH DISCOVERY  Plus Share Apps with Authorized Associates, Delete Assets & Liabilities En Masse and A New Declined Deals Dashboard Column   DISCOVERY – “The Match.com for Mortgages” Starting today you can DISCOVER the top products for your clients with just the click of a button. For instructions, click here. “Brokers who have been dreaming […]

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DISCOVER the best product for your clients in a few simple steps

Register below for one of our upcoming Discovery Live Online Training Sessions The benefits of using DISCOVERY Filter Your Results Narrow your results by adding filters based on your client profile. The filters are split into 3 sections, Client, Product and Property. Can’t find the filter you want? check out the ‘Advanced filters’ for more […]

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Discovery

Newton is launching a new enhancement in Velocity on October 8th. Welcome to Discovery! Discovery is a tool to help Mortgage Brokers and Agents do away with referencing separate mortgage lender rate updates and policy manuals, in order to figure out which lenders might be have an interest in their particular client’s profile. The current […]

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Changes to eSign

eSignLive has made some system updates and as a result you will find changes to the way you access the settings, change to capture signature, duplicate a signature field, etc. Click the link below for instructions on these changes. eSign Training Materials Follow our Step-By-Step Guide to start using eSign today Check out our FAQ page and find answers to […]

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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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