Archives: Training

Training Topics


Completing a Client Experience

Our 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: […]

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Client Talking Points Brochure

We have created a guide with the main benefits and the best ways on how to position them with your clients. Speaking to your clients at any point before or during the application process allows for more complete applications. This will also give your clients a peace of mind on what they are providing you. […]

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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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Smart Rules

Smart Rules are documents automatically requested that are tailored to every individual customers application. The document requests are generated based on the answers your client provides throughout their application. We have done the hard work for you! Smart Rules have been built for all the most common scenarios and are ready to go for all […]

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Enhanced Bundle/Add-On Services

Velocity Enhanced Bundle Save $1000’s each year by bundling our add-on services! Access all 4 of our add-on services for only $79/month! Includes 4x the number of DocuSign envelopes for less then their monthly fee, plus all of our other add-ons! The Enhanced Bundle Includes: 400 eSign Envelopes 200 EZ Account Transactions 200 Property Validation […]

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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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Holiday Mailers

Stand out to your client’s during the holidays by mailing them a greeting card. Save time by creating labels instead of handwriting each envelope. […]

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Extract Reports

Velocity has 4 types of reports: One-Touch Reports – Keep track of your database and find new business opportunities by pulling Contact, Deal, Birthday, Maturity or Anniversary Reports. Pipeline Reports –  Sort by agent and month to view pipeline reports by lender, status, mortgage amount, product and closing date. Production Reports – View week, month and year-to-date volume reports by Agent, Associate, Lender of Referral Partner. Build-Custom Reporting – reach […]

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