Learn 1-877-626-2022
  • For Brokers
    • Velocity
    • Discovery
    • EZ Payroll
  • For Lenders
    • Link Lender
    • Link
    • Lender Portal
  • Training Resources
    • Velocity Training
    • 20 Minute Training Sessions
  • About
  • Contact
  • Join Our Team
  • Developers
  • News
  • Testimonials
  • About
  • Testimonials
  • News
  • Join Our Team
  • Developers
  • Contact

Get in touch with us if you have any questions about our products.

Tel 1-877-626-2022

Email customercare@newton.ca

For Brokers

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.

Learn More

Discovery matches client profiles (using filters) with lender verified product attributes to maximize your chance for the best possible mortgage approval.

Learn More

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.

Learn More

For Lenders

Link Lender delivers digital credit applications and supporting documents from brokers you want to do business with, from any submission platform, with no required investment in technology or training.

Learn More

Maximize your exposure to top performers with Lender Portal. Brokers can now get their deals directly matched to your product on a number of different mortgage software platforms.

For more information or to register for training:

Get in Touch!

Link is our data exchange system that connects Velocity and other Third Party solutions to deliver direct application connectivity to lenders and industry partners.

Learn More

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.

Start Learning

Live Online Training

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.

Join a Training Session
Skip to content

1-877-626-2022

Call Learn
  • Getting Started
  • Intermediate
  • Advanced
  • Client Experience
  • VelocityCRM
  • Account Registration / Termination
  • Join The Community
  • Google Chrome as your default browser
  • Two-Factor Authentication
  • Intro To Your Homepage
  • Input A New App
  • Discovery
  • Find your Expert imported data
  • 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
  • Account Registration / Termination
  • Join The Community
  • Google Chrome as your default browser
  • Two-Factor Authentication
  • Intro To Your Homepage
  • Input A New App
  • Discovery
  • Find your Expert imported data
  • 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.)

Sign up for LIVE online training

Step-by-Step Guide

  1. Client Consent for Credit
  • Privacy Policy
  • Terms of Service
  • Accessible Customer Service Policy

© 2023 Newton Connectivity Systems. All rights reserved.

For Brokers

Log in to Velocity

Log in Now

Log in to DISCOVERY

Log in Now

For Lenders

Log in to Lender Portal

Log in Now

Log in to Link Lender

Log in Now