Welcome Aboard the Velocity Train!

Google Chrome as your default browser

Download Chrome and make it your default browser

Intro To Your Homepage

Watch the video to learn how to navigate your Homescreen, left-side menu bar and access the Help Centre.

Client Journey (Online Application)

We’ve improved the online application experience with a new intuitive journey that your clients will want to go on

Client Experience (App + Doc Portal)

Client Experience (combined app + doc portal)

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!

Working off of an old or imported file? Duplicate

Copy / Duplicate a file

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 (free bureaus until 2021)

TransUnion (free bureaus until 2021)

Down Payment

Watch this video to learn about the two ways to add in the down payment in a Velocity application. 

Co-Broker / Participants

Co-Broker / Participants

Discovery

DISCOVER in a few simple steps the best products for your client.

Althub (Alternative Mortg. Marketplace)

MPP

Pull a Quick Quote and generate an MPP application form

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.

FAQ