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 Form
We’ve improved the online application experience with a new intuitive journey that your clients will want to go on.
Share Your Online Application With Clients
Watch the quick video to find out where your online application form link lives and what you can do to start receiving applications.
Begin A New App
This video will guide you through entering an application in Velocity.
Velocity Applications 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.