Client Portal

Tired of the tedious and time-consuming process of collecting client’s documents? Us too! That’s why we’ve created the Client Portal. Velocity’s Client Portal simplifies the document transfer process helping to save time & energy on mortgage applications.   It’s an easily navigable online portal where clients can securely upload docs from any device. They can […]

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MorWEB Retirement Announcement

MorWEB has officially taken its final bow and is no longer available for submissions and updates. Users will still be able to login, view deals, do CRM system extracts and complete funding as well as reports until November 1st, 2018. In order to help you with the transition, all of your data should have been imported […]

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Big News! Velocity Updates!

Your Velocity, Your Way! We have updated your system overnight with the following exciting upgrades! Compliance Documents New to Velocity are the following documents for provincial compliance: BC Form 9 – Lender Disclosure Statement Ontario Disclosure to Borrow – Line Of Credit Ontario Investor Lender Disclosure Renewal Waiver of Waiting Period A new Generic Client […]

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Making use of ‘tags’ in Velocity – Velocity Mortgage Systems

Making use of ‘tags’ in Velocity – Velocity Mortgage Systems Watch the video below to learn how to use ‘tags’ in Velocity to streamline your communication. Velocity’s custom tags allow you to create a searchable history of communication pertaining to each specific deal – you’ll never lost another valuable piece of info again! More questions? […]

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Newly designed Velocity Help Centre!

Velocity has a newly designed Help Section to assist you with both introductory and advanced operating processes. Visit the new Help Section down the left side of your navigation bar. The section is filled with valuable “How to” information. It’s fast, easy to navigate, and user-friendly. A great new addition is the Keyword search.   Search […]

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