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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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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 […]
Velocity gives you the ability to assemble a complete compliance package and upload it into one, consistently ordered document! This allows for a quick and seamless review by the Compliance Officer, reducing the time it takes to release earned commissions. […]
This new enhancement makes it easy for brokers to assemble a complete compliance package and upload it into one, consistently ordered document package for your quick and seamless review. Reduce the time it takes to release earned commissions plus enjoy additional security enhancements which ensure that the package can’t be amended after completion. […]
How 1. Select Tools > Importer from the Left-Hand Side Bar. 2. Select a Data Type – Choose whether you are importing deals, contacts or leads. 3. Select or add a new data source – Select Add a Data Source, enter a name for your source, and click Add. 4. Upload your data – Click […]
Once you have imported your data, you will be able to find it on your Historical Deals page Important to note Opt your clients in for CRM En Masse Restore Historical Deals You have the ability to move deals back to historical from your dashboard. This allows you to change the status or opt-in to […]
This training sessions explains how to take a deal from Approved > Complete and collect all conditions and docs using the Client Portal. […]
Clients can sign documents on-the-go from any device significantly minimizing the time and effort involved, allowing you to get your final approval faster! Why eSign? Electronically Accelerate the document signing process and get your deal done faster! Collect documents and get signatures with significantly less effort than ever before using the Client Portal and eSign. Signed, sealed, delivered! Clients sign and […]
Clients can access their various account statements from every major financial institution on any device to gather up to 12 months’ worth of bank statements. Why Use EZ Account? It’s Convenient! Clients can access multiple F.I.’s and accounts using only one link on any device. It’s secure! EZ Account Access uses the best in class technology of the […]
There is no official way to delete or cancel an application/contact for compliance purposes. However, there are a few workarounds in place. Applications There are two options: Park Delete / Cancel Workaround If your imported applications are still on your Historical Deals page, then you can just choose to update the status to parked or […]
No matter your platform (Gmail, Outlook, Apple, Mail, etc.), you can track and store your email communications in your System Email History section of a deal. […]