Welcome to the Advanced Line!

On this line you will learn how to make your conditions lists auto populate using Smart Conditions and give your client that extra level of service using CRM and Workflows.


Email Tag

Track Your Email Communications Right In Your Deal

Smart Conditions

Save time - Automate Your Conditions List


Enhance your client experience by ensuring every single client receives the exact same amount of attention and consistent communication.

Extract Reports

Access Your Best New Business Opportunities and Export Your Contacts / Deals with Velocity’s New 'One-Touch' Reports

Admin Account Training Checklist

Admin Account Training Checklist