Welcome to the Intermediate Line!

Enhanced Package / Add-On Services

NOA Services

Introducing NOA Consent – Income Confirmation Made Easier through Velocity!

Modern or Classic Deal Screen View

Modern or Classic Deal Screen View

Tailor Your Settings

Watch this quick video to learn how to customize your Velocity account and make it your own.

Connect Your Email

Connect Your Email

Email Signature

Find out how to set up your email signature in Velocity.

Calendar Sync / Options

Learn how to sync Velocity with your Google Calendar!

Create Conditions List

Watch the quick video to learn how to create a conditions list

Email Conditions List

Find out how to email a conditions list to your clients right within Velocity

Upload / Convert Documents

Upload documents to your Conditions and convert them to PDF

Client Portal

The Client Portal is an easily navigable online portal where clients can securely upload docs from any device

Direct Document Submission

Securely submit supporting documentation directly from Velocity to First National’s Merlin broker information system.

Manage Deal Statuses – From Lead To Complete

Watch this quick video to learn how to go from a prospective lead to a funded deal and properly update your deal statuses.

Summary of conditions, docs and deal statuses

Summary of conditions, docs and deal statuses

eSign

eSign Docs right from your deal screen

eSign Instructions For Your Client

eSign Instructions For Your Client

EZ Account Access (collect client’s bank statements online)

Lender-Accepted Down Payment Confirmation Is Just A Few Clicks Away with EZ Account Access

Delete / Cancel a Deal or Contact