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For Brokers

Designed by mortgage brokers, Velocity understands the mortgage industry and the challenges of managing a mortgage business.

Velocity is the only Mortgage Operating Platform that pulls all your systems into one place, automates your processes, and gives you more time to do the things you love to do.

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Client Experience

Canada’s most advanced mortgage application and document intake system. More complete applications means faster approvals.

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Match client profiles with lender verified product attributes, maximizing your chance for the best possible mortgage approval.

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Save $1000s and eliminate most of the hours you currently devote to payroll and monthly accounting by automating all repetitive tasks for each pay period.

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For Suppliers & Lenders

A new eco-system of ever evolving Applications to improve workflow and speed up business for our business Partners.

User Management Documents

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Reports Products

A data exchange system that connects Velocity and other Third Party solutions.

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Delivers digital credit applications and supporting documents from any submission platform.

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Bid on Alternative Mortgage Deals in a secure, anonymous, digital space.

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Training Resources

Welcome Aboard the Velocity Train!

Whether you’re new to Velocity or looking to take your knowledge to the next level, the Velocity train will get you there at high speed.

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Join us for our Weekly Live Online Training Sessions that take you through everything you need to know in the same amount of time it takes to have a coffee break.

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  • Update or Resubmit to Lender, which one do I use?
  • FAQ
  • Second Mortgage
  • Track Leads
  • 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
  • Getting Started
  • Client Consent for Credit

Client Consent for Credit

There are two kinds of consent: ONLINE consent and SIGNED.

Online Consent

ONLINE consent is given by clients who apply online, when they tick the boxes to consent to Credit and CASL (and any other, custom consent a brokerage may choose to add). When clients give online consent we send an email to them that repeats the paragraphs they consented to.  A copy of this email is stored in the deal, under Communication History. Equifax/TransUnion are satisfied by Online consent, and we send this email with date/time if they ask to verify consent.


Signed Consent

SIGNED CONSENT is often obtained as well, but this usually comes later, as it normally is part of the signing package. A SIGNED consent can be obtained at any time, but the broker would need to generate the form and send it to be signed/esigned.

Generating your consent form and sending it out to sign is super easy! Just follow the step-by-step instructions below.

Before starting: Make sure you have your preferred email address listed in the Borrower’s section as this is where the eSign request will send.

  • First we add the Client Consent for Credit by selecting it on the left side menu bar shortcut in the deal
  • Scroll down to find it, and click the orange Create PDF button
  • To send out for eSign, select the conditions by checking the box and selecting the eSign symbol
  • At the top of Conditions and Documents, click Actions > Send selected eSign documents
  • Click Submit

That’s it!

(Note: this document along with the other compliance documents generated in Velocity are templated for eSign, so all of the signature, date and text fields are already placed for you.)

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Step-by-Step Guide

  1. Client Consent for Credit
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