Archives: Training

Training Topics


Lender Responses

How do I know whether a lender has approved a deal or not? Watch the quick video to find out how. […]

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Submit To An Additional Lender

Velocity allows you to submit to more than one lender with no wait time in between submissions. To submit a deal to an additional lender you must first create a new Mortgage Request by clicking + Add Mortgage Request Your new request will be added beneath your first one. Make sure everything is completed and […]

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Update or Resubmit to Lender, which one do I use?

It is up to the broker to clarify which option the lender requires. Clicking Update will update any information that has been changed, added or deleted on the deal. Resubmit will resend the application and create a new deal number for the lender. […]

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FAQ

Does Velocity submit to all lenders? Yes, all the same that Expert does and more. We are also constantly getting alternative lenders on board for electronic submission. How do I get signed up with TransUnion? Who owns my data? Newton Connectivity Systems is an independently operated company and as such, operates under all the regular […]

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Second Mortgage

Second mortgages are input differently than first mortgages in Velocity. Watch the quick video for everything you need to know. […]

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Track Leads

A lead is a future / potential client. Find out how to covert a lead to an application. […]

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Client Portal

Update: the Client Portal has recently received a facelift in order to unify branding with the online app.  Clients can upload on-the-go from their mobile camera role and all docs are auto-converted to PDF.  The uploaded docs appear directly in your Velocity deal minimizing steps as you won’t have to download, save, or upload them. From there […]

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Create Conditions List

Watch the quick video to learn how to create a conditions list in Velocity. You can request documents, store them, send to the lender and send out for eSign all from your Conditions and Documents section of the deal. Don’t forget about the built in PDF Editor (split, move and merge documents together) and PDF […]

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Email Conditions List

How 1. In the Conditions & Documents section of the deal, add conditions into your application by clicking Add/Upload Conditions and selecting them from the list. 2. Check off the conditions you want to request, then click Actions. 3. Under the Client Portal heading, choose to send the request by email or SMS, and click […]

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