Enhance your client experience by ensuring every single client receives the exact same amount of attention and consistent communication throughout every stage of the mortgage process using the CRM Campaigns.
Sign up for LIVE online training- Disclosure Documents (ON)
- Disclosure Documents (BC)
- Amortization Schedule
- Mortgage Trade Record Sheet
- Compliance Package (For Agents)
- Compliance Dashboard (For Compliance Officer)
- Update Your Imported Data
- Import Your Own Data
- Email Tag
- Smart Conditions
- Custom Conditions
- Text Directly From Velocity
- ‘My Day’ – Your Daily Task Manager on Steroids
- Workflows
- CRM
- Extract Reports
- Push to external CRM
- Admin Account Training Checklist
- Advanced
CRM