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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Velocity has teamed up with cutting-edge technology providers and is pleased to offer you several Add-on Services including EZ Account Access, Twilio SMS and Property Validation, all aimed at streamlining the mortgage process for you and your clients. EZ Account Twilio SMS Property Validation Reports Step-by-step instructions for purchasing individual Add-on Services: You may purchase any of our Add-on […]
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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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The Scenario Builder allows you to run and compare scenarios quickly and efficiently, providing even more exceptional service to your clients. Compare mortgage rates, terms, payment frequencies, and amortization during your client consultations. How (step-by-step instructions) 1. Click the Calculators button in the top right menu bar, and select Scenario Builder. 2. Enter the mortgage […]
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VelocityCRM is designed to help you grow your business, and maintain strong relationships with clients – effortlessly! Whether it’s leveraging your existing client database for new opportunities or expanding your reach to find prospects, VelocityCRM equips you with the essential tools for success. Say hello to a more efficient, productive, and profitable future with VelocityCRM. […]
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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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Learn From Your Peers Our Trainers aren’t the only ones who know a thing or two about Velocity. Thousands of mortgage brokers just like you have incorporated the system into their daily routine and found their own best practice, so why not ask them? The best people to answer your questions are the ones that have already asked them. For this […]
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In order to take the first step towards using Velocity, make sure that you have the most recent version of Google Chrome set as your internet browser. […]
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How to Enable Two-Factor Authentication: 1. Log into your Velocity account and access your Membership Information Page 2. Select Two-Factor Authentication (Disabled) under Useful Links 3. Type in your cellphone number, and select enable 4. Once enabled, you will receive a text confirmation You will receive a 7-digit code every time you log into your Velocity account. […]
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Watch this quick video to learn how to navigate your Home Screen, Left-Side Menu Bar and access the Help Centre. Velocity 3 Version: […]
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