- 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 & OneSpan)
- EZ Account Access (collect client’s bank statements online)
- Delete/Cancel an Application or Contact
Save money through Velocity's Enhanced Bundle! Access all 4 of our add-on services for a low cost of $79/month or individually!
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
Request conditions directly from Velocity and provide your clients with an easy and secure way to share their documents with you!
Securely submit supporting documentation directly from Velocity to the lender!
Watch this quick video to learn how to go from a prospective lead to a funded deal and properly update your deal statuses.
Velocity is integrated with the most advanced and trusted eSign provider in the industry, DocuSign!
Lender-Accepted Down Payment Confirmation Is Just A Few Clicks Away with EZ Account Access