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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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. […]
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This video will guide you through entering an application in Velocity. […]
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DISCOVER in a few simple steps the best products for your client. […]
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