• Advanced
  • Extract Reports

Access Your Best New Business Opportunities, Export Contacts and Deals, Plus Pull Pipeline and Volume Reports

Velocity has 4 types of reports:

  1. One-Touch Reports – Keep track of your database and find new business opportunities by pulling Contact, Deal, Birthday, Maturity or Anniversary Reports.
  2. Pipeline Reports –  Sort by agent and month to view pipeline reports by lender, status, mortgage amount, product and closing date.
  3. Production Reports – View week, month and year-to-date volume reports by Agent, Associate, Lender of Referral Partner.
  4. Build-Custom Reporting – reach out to all of your first time homebuyers, target potential reverse mortgage clients, or send a thank you to your referral partners through custom pick-em style reporting.