Learn 1-877-626-2022

Get in touch with us if you have any questions about our products.

Tel 1-877-626-2022

Email customercare@newton.ca

For Brokers

Designed by mortgage brokers, Velocity understands the mortgage industry and the challenges of managing a mortgage business.

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.

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Client Experience

Canada’s most advanced mortgage application and document intake system. More complete applications means faster approvals.

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Match client profiles with lender verified product attributes, maximizing your chance for the best possible mortgage approval.

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Save $1000s and eliminate most of the hours you currently devote to payroll and monthly accounting by automating all repetitive tasks for each pay period.

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For Suppliers & Lenders

A new eco-system of ever evolving Applications to improve workflow and speed up business for our business Partners.

User Management Documents

For Lenders

Reports Products

A data exchange system that connects Velocity and other Third Party solutions.

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Delivers digital credit applications and supporting documents from any submission platform.

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Bid on Alternative Mortgage Deals in a secure, anonymous, digital space.

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Training Resources

Welcome Aboard the Velocity Train!

Whether 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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Live Online Training

Join 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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Archives: Training

Training Topics

‘My Day’ – Your Daily Task Manager on Steroids

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 […]

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Workflows

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 […]

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Audience Lists

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 […]

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API IN – Import Applications, Contacts & Leads From Your Website

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. […]

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API OUT – Sync To Your External CRM System

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, […]

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Admin Account Training Checklist

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 […]

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Prepare your Imported Data / Historical Deals (Opt in for CRM)

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 […]

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Campaigns

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 […]

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Text Directly from Velocity

Why Use Direct Texting? SMS is available for purchase through our Enhanced Bundle, or individually. For more information and instructions on purchasing, click here! How To set up your Twilio SMS phone number: 1. From your Velocity homepage, click Me and select Settings from the dropdown  2. In the Twilio section, click Buy Now! and […]

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