Introducing API OUT – Sync To Your External CRM System
Plus, Credit Bureau Reports
We believe in open data structure and want you to use your data the way you want, with the programs you want. Therefore we’ve expanded our Velocity API with the ability to pull your data out of Velocity and into an external CRM service (i.e. Pipedrive, Jungo, Zoho), Simply click to request an API Key on your Settings Page (see image below), and give this to your CRM service provider for set up |
- Eliminate data entry into your selected CRM from each new application originated in Velocity
- Over sixty data points included in the call
- Populates contact details together with resident and employment histories for every applicant
- Obtain both subject and non-subject property details for properties owned by each applicant
API IN – We previously introduced API IN with the ability to directly import contacts, leads and applications from your own website into Velocity. For more info, visit our developer focused website newton.ca/developers and click to get started with Velocity. |
Credit Bureau Reports
Click here to see a quick screen video of the new Credit Reports. Broker owners – get ahead of your monthly credit provider billing with easy to view reportsAgents – now you can view reports the way that you want – month to date, year to date, etc. New visual added to the top of the screen that summarizes vendor type and total bureau count by single or joint pullsView reports by All Agents or a Specific User – now organized into drop down panels per agent for easy overview and navigation |