The Next Generation of Reporting is Finally Here

‘Build’ Your Future Business Opportunities 

Create pick ’em style reports to mine your data for new business opportunities. 

Filter your results into a CRM Audience List with just one click and start to send out targeted campaigns.

 Want to reach out to all of your first time homebuyers, 
target potential reverse mortgage clients,
or send a thank you to your referral partners?
Done, done & done!

Join us for a DEMO to see how to ‘Build’ yourself new business.

Wednesday, July 7th at 4 pm ET / 1 pm PT

Register for the Demo
First, choose the fields you want to pull a report based on, then choose the filters you want to display on the final report. 

Start ‘Build’ing

To access ‘Build’ in your Velocity account, click “Reports” on the left side menu bar > “Build A Report” 

Training video to come.