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Velocity is the only Mortgage Operating Platform that pulls all your systems into one place, automates your processes, and gives you more time to do the things you love to do.
Learn MoreCanada’s most advanced mortgage application and document intake system. More complete applications means faster approvals.
Learn MoreMatch client profiles with lender verified product attributes, maximizing your chance for the best possible mortgage approval.
Learn MoreSave $1000s and eliminate most of the hours you currently devote to payroll and monthly accounting by automating all repetitive tasks for each pay period.
Learn MoreDelivers digital credit applications and supporting documents from any submission platform.
Learn MoreWhether you’re new to Velocity or looking to take your knowledge to the next level, the Velocity train will get you there at high speed.
Start LearningJoin us for our Weekly Live Online Training Sessions that take you through everything you need to know in the same amount of time it takes to have a coffee break.
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Velocity has integrated the mandatory PEP Declaration, AML Borrower Risk Assessment and Sanctions Screening into your application process. PEP Declaration In the online application, each borrower must now answer the question of whether they are a PEP, or Politically Exposed Person. If they self-identify as a PEP, a series of additional mandatory questions will appear […]
If your client does not have 3 years of active Canadian credit and you’re not able to meet them in-person, ensure your compliance with AML requirements by using IDV to provide electronic verification, right from Velocity! We’ve teamed up with Fastkey to provide secure, efficient and affordable IDV. 1. In the Conditions and Documents section, […]
DISCOVER in a few simple steps the best products for your client. […]
In order to start sending out CRM Campaigns to clients, first you’re going to need a template. The template is the content within the campaign that’s going to be sent your clients. You can choose to use one of the gorgeously designed, turn-key templates and insert your logo to make it your own, or you can […]
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. […]
1. The first step to importing your deals is to export your data from Expert: NOTE: If you have a ton of data in Filogix, we recommend focusing on the past 5 years. 2. To save time later, we recommend reviewing the file to ensure that the Deal Status (column B), is accurate. Change the […]
Working off of an old or imported file? Be sure to duplicate it and work off of the duplicated version. See instructions below. […]
There are two kinds of consent: ONLINE consent and SIGNED. Online Consent ONLINE consent is given by clients who apply online, when they tick the boxes to consent to Credit and CASL (and any other, custom consent a brokerage may choose to add). When clients give online consent we send an email to them that […]
Velocity has two different deal screens that you can choose from, the Classic and Modern view. You can easily switch from one to the other by selecting your desired view. Why do people love the Modern View? GDS / TDS Breakdown *The drop downs are also available in the Classic View. One-Click Date Change One-Click […]
Watch this quick video to learn how to customize your Velocity account. […]