- ‘Build’ Custom Reporting
- Extract Reports
- Velocity Calculator: Scenario Builder
- Holiday Mailers
- 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
- API IN – Import Applications, Contacts & Leads From Your Website
- API OUT – Sync To Your External CRM System
- Admin Account Training Checklist
Access Your Best New Business Opportunities, Export Contacts and Deals, Plus Pull Pipeline and Volume Reports
The Scenario Builder allows you to run and compare scenarios quickly and efficiently, providing even more exceptional service to your clients.
The Easiest and Most Organized Way to Check and Track Compliance Packages
You now have the ability to import leads, contacts or deals from any spreadsheet!
It's finally arrived, the ability to text your clients and referral partners directly through Velocity.
Want to give your clients that WOW experience but don’t have the head space to remember everything?