Latest News

Keep up to date with the latest from Newton.

Various Exciting CRM Updates and Bulk CASL Opt In

We’ve got some new updates for you including the ability to opt your clients in for CRM Communications in bulk, as well as the introduction of the new VelocityCRM Homepage, and added filters to the Activity page. Read on to get the deets. Bulk CASL Opt In  You can now opt your clients in to receive CRM […]

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It’s Time To Transition

In order to make room for the new VelocityCRM, we’re sunsetting the old Velocity CRM Campaigns as of Thursday, June 24th. If you used these old campaigns as part of your client communication process, make sure to copy the information over to a new CRM Template, and set up a Campaign. Sign up for our weekly Live Online […]

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New Lender Alert: Desjardins

We’re happy to announce that you can now submit mortgage applications directly to Desjardins through Velocity. It’s All About People The 120-year-old Desjardins Group is a cornerstone in trusted Canadian banking with the largest regional presence in Quebec and an emerging one in Ontario. Serving over 7.5 million clients and members, they are the only […]

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Exciting CRM and Client Experience Updates

Ready, aim, fire! We’ve got some new VelocityCRM updates for you with more exact status targeting, increased opportunities to connect, and newly added templates. Also new today, the Client Experience is now tied to Lead creation, and upgrades have been made to the British Columbia and Nova Scotia disclosure documents. Read on to get the deets. VelocityCRM […]

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Homeowner’s Insurance Mortgage Condition – Satisfied

A message from the desk of Geoff Willis: At Newton, we focus on improving your client’s homeownership experience by simplifying critical mortgage conditions. One such condition in every transaction is the confirmation of a satisfactory Homeowner’s Insurance Policy. Beginning with a small pilot group and expanding to all firms over the coming weeks, we are amending our client facing consent in the […]

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Centum Industry Service Provider of the Year Award

Canadian Mortgage Awards 2021 A big thank you goes out to the CMA Committee for awarding Newton the Industry Service Provider of the Year award for the 2nd year running. We’re truly honoured to once again be chosen for this awesome award. We couldn’t do it without the hard work of all of our team here at […]

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Turn-Key CRM Campaigns

Our Gift To You A message from the desk of the Communications Manager: We’re gifting you pre-set CRM Campaigns with proven best practice stages. All you have to do is add a template and publish! Get your campaigns published and start experiencing the benefits from enhanced communications with your clients. See below for specifics. Join me this Thursday to see […]

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New Lender Alert: Secure Capital MIC

We’re happy to announce that you can now submit mortgage applications directly to Secure Capital MIC through Velocity. Your trusted private mortgage lender Secure Capital MIC deals exclusively with mortgage brokers and agents to provide flexible lending solutions to clients who do not qualify for loans through traditional lenders Why Choose Secure Capital? Our team […]

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Campaign Delivery Countdown

As many of you have now completed your Nexa import and/or Historical Deals Training, and started the process of building your Templates, our attention turns to Campaigns.  We are continuing to add more options to the Campaigns menu as you begin to build your filters, selections, and create matches to your Audience Lists. The next step (launching Friday, April 16th) is for the Campaigns to go-live […]

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CRM Help

Need Help Setting Up Your New CRM? The new VelocityCRM is super easy-to-use and intuitive, but if you’re busy processing mortgage applications and finding there aren’t enough hours in the day, reach out for help. Just say the word! We’ve enlisted 4 trained CRM Contractors to help you get up and running with the following. Importing your […]

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