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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.
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Step-by-step Instructions 1. To add your address, navigate the Subject Property Section of your deal, and start typing to populate. 2. Click Validate, select the agent whose credits you wish to use and click Submit. 3. In the Matching Properties List, click Validate! 4. The subject property information available will auto-fill in the application, highlighted […]
If you clients didn’t use The Client Portal but you have their documents saved somewhere, you can easily upload them to your Conditions and Documents section and convert them to PDF. Watch the quick video to learn how to drag and drop documents. […]
Discover our growing list of Lenders which you can submit documents to directly: How? To submit documents, you must have first submitted your application to the Lender. After submitting your application, go to the Conditions and Documents Section, and select the documents you wish to submit. Click Actions > Submit Documents. To see past document […]
How 1. In the Condition and Documents section of your deal, click Add/Upload Conditions. 2. Select the Solicitor Condition and click Add Condition. 3. Expand the Condition to add their information, or if your solicitor is already a contact, this will pre-fill for you! 4. Select Mark as Opened > Submit Documents. 5. Select the […]
Why Solicitor Direct Connect? How 1. In the Condition and Documents section of your deal, click Add/Upload Conditions 2. Select the Solicitor Condition and click Add Condition 3. Expand the condition, select one of our connected solicitors from the dropdown and click Open a Client File. This will send initial data to the law firm and assigns a reference […]
Watch the quick video and read the Step-By-Step instructions to learn how to go from a prospective lead to a funded deal and properly update your deal statuses. […]
Set up your disclosure documents for ease of use, and put together your entire ON compliance package. See Compliance Package to see how to easily send all of your disclosure documents to your Compliance Officer. […]
Read the Step-By-Step guides for clear instructions how to generate the BC Compliance forms. […]
Create an amortization schedule in just a couple of clicks. Follow the Step-By-Step instructions to learn how. To add an Amortization Schedule go to your Conditions and Documents section of your deal and click the green Add/Upload Conditions button. Click the drop-down Condition menu and scroll down to find Amortization Schedule under the Compliance Forms […]
The Mortgage Trade Record Sheet allows you to record commissions, fees, and deductions applicable to the deal. In your Conditions and Documents section, click Add/Upload Condition. Click the drop-down Condition menu and scroll down to Compliance Forms > Mortgage Trade Record Sheet. Click the green Add Condition button and exit to return back to your […]