- Tax Documents Request
- Enhanced Bundle/Add-On Services
- Modern or Classic Deal Screen View
- Tailor Your Settings
- Connect Your Email
- Email Signature
- Client Portal
- Calendar Sync / Options
- Create Conditions List
- Email Conditions List
- Property Validation
- Upload / Convert Documents
- Direct Document Submission
- Direct to Solicitor (Documents)
- Solicitor Direct Connect
- Manage Deal Statuses – From Lead To Complete
- Summary of conditions, docs and deal statuses
- eSign (DocuSign)
- EZ Account Access (collect client’s bank statements online)
- Delete/Cancel an Application or Contact
Tax Documents Request
Convenient & Secure CRA Document Retrieval
Enhanced Bundle/Add-On Services
Save money through Velocity's Enhanced Bundle! Access all 4 of our add-on services for a low cost of $79/month or individually!
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.
Client Portal
The Client Portal is an easily navigable online portal where clients can securely upload docs from any device
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
Request conditions directly from Velocity and provide your clients with an easy and secure way to share their documents with you!
Property Validation
Fast-track your approvals by using our integrated Property Validation.
Upload / Convert Documents
Upload documents to your Conditions and convert them to PDF
Direct Document Submission
Securely submit supporting documentation directly from Velocity to the lender!
Direct to Solicitor (Documents)
Send your client documents in Velocity directly to your solicitor!
Solicitor Direct Connect
Refer your clients, save time, and securely move data and docs!
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 (DocuSign)
Velocity is integrated with the most advanced and trusted eSign provider in the industry, DocuSign!
EZ Account Access (collect client’s bank statements online)
Lender-Accepted Down Payment Confirmation Is Just A Few Clicks Away with EZ Account Access