- ‘Build’ Custom Reporting
- Holiday Mailers
- Extract Reports
- Disclosure Documents (ON)
- Disclosure Documents (BC)
- Amortization Schedule
- Mortgage Trade Record Sheet
- Compliance Package (For Agents)
- Compliance Dashboard (For Compliance Officer)
- Custom Import Tool
- Import Your Data (Nexa Users Only)
- Update Your Imported Data & Opt-In for CRM (Historical Deals)
- Email Tag
- Smart Conditions
- Custom Conditions
- Text Directly From Velocity
- ‘My Day’ – Your Daily Task Manager on Steroids
- Workflows
- API IN – Import Applications, Contacts & Leads From Your Website
- API OUT – Sync To Your External CRM System
- Admin Account Training Checklist
Holiday Mailers
Stand out to your client's during the holiday's by mailing them a greeting card.
Extract Reports
Access Your Best New Business Opportunities, Export Contacts and Deals, Plus Pull Pipeline and Volume Reports
Disclosure Documents (ON)
ON Disclosure Documents Made Easy
Disclosure Documents (BC)
BC Disclosure Forms
Compliance Package (For Agents)
The Fastest and Easiest Way To Submit A Compliance Package
Compliance Dashboard (For Compliance Officer)
The Easiest and Most Organized Way to Check and Track Compliance Packages
Custom Import Tool
You now have the ability to import leads, contacts or deals from any spreadsheet!
Import Your Data (Nexa Users Only)
Import your Nexa Data
Update Your Imported Data & Opt-In for CRM (Historical Deals)
Update Your Imported Data
Email Tag
Track Your Email Communications Right In Your Deal
Smart Conditions
Save time - Automate Your Conditions List
Custom Conditions
Conditions Management
Text Directly From Velocity
It's finally arrived, the ability to text your clients and referral partners directly through Velocity.
‘My Day’ – Your Daily Task Manager on Steroids
'My Day' - Your Daily Task Manager on Steroids
Workflows
Want to give your clients that WOW experience but don’t have the head space to remember everything?
Admin Account Training Checklist
Admin Account Training Checklist