Archives: Training

Training Topics


Connect Your Email

You can now set your client facing emails sent from the system to display your own email address in the ‘From:’ field instead of noreply@newton.ca  We had many requests for this and we just wanted to let you know that we heard you, and we’re here to deliver. Which Email Server Do You Use? Microsoft […]

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Email Signature

You can set your email signature to automatically show up whenever you send out documents, Client Portal requests, etc. from Velocity.  Watch the quick video to find out how. […]

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Credit Bureau

Pulling credit in Velocity is easy! If you experience any error message pulling credit, please contact customercare@newton.ca, 1-877-626-2022 […]

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TransUnion

To pull a credit report in Velocity, choose TransUnion from your Vendor drop-down menu when you pull your credit report within the Assets, Liabilities and Properties section of your deal. TransUnion is now accepted by 75% of lenders and we hope to make it 100% by the end of the year. The following onscreen warning […]

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Down Payment

Watch the quick video to see the different ways of adding down payment. Step-by-step guide There are two ways to add down payment From a dollar amount or percentage of the purchase price  Divided by the different sources  Option 1: Input the down payment as a dollar amount or percent of the purchase price. Choose […]

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Lender Product Menu

Introducing Velocity’s new Lender Product Menu! This great new feature allows for a streamlined approach for lenders and their products. How? Click View Lenders & Products in the Mortgage Request Section under Lenders Add to your Quick 6 by searching by Lender name, or expand Prime, Alternative, or Other Lenders and select the star. To […]

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Co-Broker / Participants

There are two ways to co-broker a deal in Velocity depending if it’s and agent within your brokerage, or outside of it. Within your brokerage Outside of your brokerage […]

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MPP

Watch the demo above to learn all about our new MPP Ninja Sales Tactics. Go Paperless Clients can complete the MPP application process completely online with designated MPP Hub links now appearing directly in your Velocity application  They can even complete it via SMS Get A Quick Quote Increase your insurance sales – provide clients with a Quick Quote right upfront Not […]

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Althub (Alternative Mortg. Marketplace)

Let bids come to you – eliminate the time consuming process of ‘shopping’ your alt deals Select Althub from the lender drop down in Velocity or Expert to put the deal up for auction and connect with alternative lenders. There’s no need to re-enter the deal anywhere. Free to use, Althub will help you find […]

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