- Account Registration / Termination
- Join The Community
- Google Chrome as your default browser
- Two-Factor Authentication
- Intro To Your Homepage
- Input A New App
- AML – PEP Declaration, Risk Assessment and Screening
- AML – Electronic IDV
- Discovery
- Consolidated Importer Tool
- Working off of an old or imported file? Duplicate
- Client Consent for Credit
- Velocity Application Quick Tips & Tricks
- Credit Bureau
- TransUnion
- Down Payment
- Lender Product Menu
- Co-Broker / Participants
- MPP
- Althub (Alternative Mortg. Marketplace)
- Lender Responses
- Submit To An Additional Lender
- Update or Resubmit to Lender, which one do I use?
- FAQ
- Second Mortgage
- Track Leads
Two-Factor Authentication
Enable Two-factor Authentication for your Velocity Operating System.
Intro To Your Homepage
Watch the video to learn how to navigate your Homescreen, left-side menu bar and access the Help Centre.
Input A New App
This video will guide you through entering an application in Velocity.
AML – PEP Declaration, Risk Assessment and Screening
Velocity has integrated the mandatory PEP Declaration, AML Borrower Risk Assessment and Sanctions Screening into your application process.
AML – Electronic IDV
Ensure your compliant with AML requirements by using IDV to provide electronic verification, right from Velocity!
Discovery
DISCOVER in a few simple steps the best products for your client.
Consolidated Importer Tool
Grow your business by bringing your Filogix database into Velocity
Working off of an old or imported file? Duplicate
Copy / Duplicate a file
Client Consent for Credit
Generating your consent form and sending it out to sign is super easy!
Velocity Application Quick Tips & Tricks
Minimize the learning curve & reduce the time it takes to fill out a mortgage app in Velocity with these quick tips and tricks
Credit Bureau
Pull an Equifax or Transunion credit report in Velocity
TransUnion
TransUnion
Down Payment
Watch this video to learn about the two ways to add in the down payment in a Velocity application.
Lender Product Menu
Introducing Velocity’s new Lender Product Menu!
This great new feature allows for a streamlined approach for lenders and their products.
MPP
Pull a Quick Quote and generate an MPP application form
Lender Responses
How do I know whether a lender has approved a deal or not?
Submit To An Additional Lender
Submit To An Additional Lender
Update or Resubmit to Lender, which one do I use?
Lenders may require that you Resubmit an application or Update the deal.
Second Mortgage
Requesting a second mortgage is easy in Velocity
Track Leads
A lead is a future / potential client. Find out how to covert a lead to an application.