Welcome to the Intermediate Line!

Now that you’ve got the basics and have submitted your first five applications, it’s time to get into the fun stuff.

Enhanced 2022 Promo

Access all 5 of our add-on services including E-Sign and NOA’s for 180 days… on us!

Tailor Your Settings

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

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.


eSign Docs right from your deal screen

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

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