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Tel 1-877-626-2022
Email customercare@newton.ca
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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Set your conditions list to auto populate based off of the mortgage type, borrower information, etc. Learn best practice from your peers Let Aaron Phinney (MA) take you through how he uses his Smart Conditions to save himself time and automate his process […]
Customize your conditions on your Settings page to make them your own. […]
We know how busy your days can get so say hello to ‘My Day’ where you can view and manage all your day-to-day tasks! In conjunction with the calendar in Velocity, My Day offers you a detailed list of all the tasks you have for the day organized in the different topics they fall under. Get reminded of all […]
Want to give your clients that WOW experience but don’t have the head space to remember everything? Use your workflows to automatically remind you or your colleague/assistant to call a client when their deal is approved, follow up with a lead or send a gift card to a referrer. Your workflows will appear in your […]
Create your audience lists to start sending your beautiful templates. Create a list of all contacts to start sending out monthly newsletters, or make a refined list for a more targeted audience (e.g. realtors or solicitors). Create An Audience – Step-By-Step In your Velocity account, click VelocityCRM on the left side menu bar Click Audience […]
Start Importing Contacts, Leads and Applications From Your Own Website If you would like to start importing contacts and leads from your own website, or connect your own online application to feed directly into Velocity, you can do that by using our Developer focused Velocity API IN. For instructions, either click below or visit newton.ca/developers. […]
We believe in open data structure and want you to use your data the way you want, with the programs you want. Therefore we’ve expanded our Velocity API with the ability to pull your data out of Velocity and into an external CRM service (i.e. Pipedrive, Jungo, Zoho). In order to start using API OUT, […]
As an admin, there are some basic things about your account that you will need to know how to do. Click the following links to learn more. To register for an admin account, please contact customercare@newton.ca. Customize online application consent/disclosure Insurance opt-in (OPTA/Insureline) Customize client consent for credit application consent/disclosure Edit office address Input agent […]
Once your data has imported, you will be able to find it on your Historical Deals page. If you need guidance on importing data, check out our Custom Import Tool In order to activate your imported data for CRM, or have it display on your active Deals Dashboard, you will need to update it on […]
Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday. Want to send a targeted campaign to your realtors or referral partners? No problem! Want to send out a monthly newsletter to all contacts? Done! It’s […]