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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

For Lenders

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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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.

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  • FAQ
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  • 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
  • Track Leads

Tracking A New Lead

A lead is a future / potential client. Find out how to covert a lead to an application.

Step-by-Step Guide

  1. Add A Lead
  2. Convert A Lead
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