• Client Experience
  • Intuitive Document Requests (Smart Rules)

Smart Rules that drive the intuitive document requests are already in place and ready for you to use with your client’s.

In the coming weeks, we will make these more transparent to you and give you the ability to turn on or off specific rules or create your own!

When selected intuitive document requests will be made of the client(s) based on how they provide content about their employment, income, plans for down payment/equity and properties owned during the online application process.

For applications taken directly in the Velocity application screen Smart Rules will not fire and document requests can be made via the Client Portal for secure document transfer accessing templated or personalized ‘to-do’ lists.

At a future date the Smart Rules for intuitive document requests will become visible to you and can be selected individually and supplemented as per your needs

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