- 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
- Credit Bureau
- Down Payment
- Co-Broker / Participants
- Discovery
- MPP
- Update or Resubmit to Lender, which one do I use?
- Second Mortgage
- 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!
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
Down Payment
Watch this video to learn about the two ways to add in the down payment in a Velocity application.
Discovery
DISCOVER in a few simple steps the best products for your client.
MPP
Pull a Quick Quote and generate an MPP application form
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.