No matter your platform (Gmail, Outlook, Apple, Mail, etc.), you can track and store your email communications in your System Email History section of a deal.
- ‘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