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.

https://youtu.be/E_QhDsfexpk

Tailor Your Settings

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

https://youtu.be/L9zaYh5sLTc

Email Signature

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

https://youtu.be/zw3tiDrC3Us

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

Client Portal

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

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

MPP

Pull a Quick Quote and generate an MPP application form

Manage Deal Statuses – From Lead To Funded

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

https://youtu.be/xQYlxo9K45A

EZ Account Access

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

https://youtu.be/c2l9SH_zyMY

Download the App

Download the Velocity Mobile App