Prepare Your Imported Deals For The New CRM

Let’s Get Ready

A lot of people are asking us what they can do to prepare for the new CRM system coming out on April 1st. We’ve put together a weekly Live Online Training session specifically dedicated to helping you update your historically imported deals to get them on your Dashboard and ready for launch day. This session will run every Tuesday as long as needed. Click below to register. 

Other New Live Online Training Sessions 

Velocity Demo

Curious about Velocity and all that it can do? Started using it but want to know more? Join us for a demo session to get an overall bird’s eye view of the system and all of its capabilities. 

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Client Experience

Client ExperienceLearn about our Broker’s new favourite tool – a combined online application and document collection portal.Completed applications and supporting documents together as oneFaster, condition-free approvalsImproved experience for your client