- Google Chrome as your default browser
- Intro To Your Homepage
- Online Application
- Input A New App
- Find your Expert imported data (DLC/MCC/MA Exclusive)
- Client Consent for Credit
- Working off of an old or imported file? Duplicate
- Velocity Application Quick Tips & Tricks
- Down Payment
- Credit Bureau
- Co-Broker / Participants
- Discovery
- Second Mortgage
- Update or Resubmit to Lender, which one do I use?
- Track Leads
Intro To Your Homepage
Watch the video to learn how to navigate your Homescreen, left-side menu bar and access the Help Centre.
Online Application
We’ve improved the online application experience with a new intuitive journey that your clients will want to go on
Input A New App
This video will guide you through entering an application in Velocity.
Find your Expert imported data (DLC/MCC/MA Exclusive)
Find your Expert imported data (DLC/MCC/MA Exclusive)
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
Down Payment
Watch this video to learn about the two ways to add in the down payment in a Velocity application.
Credit Bureau
Pull an Equifax or Transunion credit report in Velocity
Discovery
DISCOVER in a few simple steps the best products for your client.
Second Mortgage
Requesting a second mortgage is easy in Velocity
Update or Resubmit to Lender, which one do I use?
Lenders may require that you Resubmit an application or Update the deal.
Track Leads
A lead is a future / potential client. Find out how to covert a lead to an application.