- Enhanced 2022 Promo
- Enhanced Package / Add-On Services
- 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
- Direct Document Submission
- Manage Deal Statuses – From Lead To Complete
- Summary of conditions, docs and deal statuses
- eSign Instructions For Your Client
- EZ Account Access (collect client’s bank statements online)
- Delete / Cancel a Deal or Contact
Access all 5 of our add-on services including E-Sign and NOA’s for 180 days… on us!
Watch this quick video to learn how to customize your Velocity account and make it your own.
The Client Portal is an easily navigable online portal where clients can securely upload docs from any device
Securely submit supporting documentation directly from Velocity to First National’s Merlin broker information system.
Watch this quick video to learn how to go from a prospective lead to a funded deal and properly update your deal statuses.
Lender-Accepted Down Payment Confirmation Is Just A Few Clicks Away with EZ Account Access