Archives: Training

Training Topics


Setting up Your Online Application

Our new Client Experience focuses on making it as easy as possible for your clients to provide the right information up front. More complete applications = faster approvals Canada’s Most Advanced Mortgage Application and Document Intake System Includes: Transparent Client Security Client Friendly & Mobile Responsive Integrated Income Confirmation Secure Account Connections Address Pre-fill Intuitive […]

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Client Experience Templates

In preparing an outbound Client Experience for email distribution to a client(s) we now provide templates streamed by application purpose – buying a home, refinancing a home, or renewing a mortgage. These templates help streamline the process of creating the outbound email and are considerate of the documents that the client(s) will need to provide […]

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Condition Groups and Custom Conditions

Condition groups can be set up to assign multiple conditions in your Client Experience. To save some time, create condition groups for the types of mortgages that you do more often. We have created the most used condition groups for you and give you the ability to create your own! […]

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Intuitive Document Requests (Smart Rules)

In the coming weeks, we will make these more transparent to you and give you the ability to turn on or off specific rules or create your own! When selected intuitive document requests will be made of the client(s) based on how they provide content about their employment, income, plans for down payment/equity and properties […]

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Enhanced 2022 Promo

Access all 4 of our add-on services including E-Sign for 180 days… on us! Included in this Promo Offer: eSign EZ Account Access OPTA Property Validation Reports SMS Direct Texting To access your fee free promo, follow the instructions below. After logging into your Membership Information page, Select Add/Renew Subscription > Velocity Enhanced Promo Sign […]

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Enhanced Package / Add-On Services

Everyone that has a Velocity account, has what is called an “Essentials” account. From your Essentials account, you can add on additional pay for use services or upgrade to an Enhanced account. See chart below for full list of add ons. Learn how to purchase individual add-on services The Velocity add-on services can be purchased […]

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‘Build’ Custom Reporting

‘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, […]

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Overview

Newton is excited to bring you a brand new CRM system designed to work perfectly with the deal flow process you use day in, and day out. We’re working day and night to bring you all of the amazing features you see below. For the ease of introduction, these features will be introduced in piecemeal […]

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Account Registration / Termination

New to Velocity? Choose from one of the two options below. Option 1: Entire office new to Velocity Ask your broker owner to see if your office has been previously onboarded. If it has, then the set up process will be much faster. If it hasn’t, please have your broker owner send in an inquiry […]

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Need help getting started?

We have a team of trained CRM Consultants to help you import your database and get up and running. Let’s get you started with one of our CRM Contractors at $199 for 3 hours. Need more time? No problem as additional time is available for $70 per hour. Fill in the contact form below and someone from […]

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