- Enhanced Package / Add-On Services
- FREE NOA’s
- Modern or Classic Deal Screen View
- Tailor Your Settings
- Connect Your Email
- Email Signature
- Calendar Sync / Options
- Create Conditions List
- Email Conditions List
- Upload / Convert Documents
- Client Portal
- Manage Deal Statuses – From Lead To Complete
- Summary of conditions, docs and deal statuses
- eSign
- eSign Instructions For Your Client
- EZ Account Access (collect client’s bank statements online)
- Delete / Cancel a Deal or Contact
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
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