• Intermediate
  • Direct to Solicitor (Documents)

Send your client documents in Velocity directly to your solicitor to save yourself time and keep all your deal communication in one place!


1. In the Condition and Documents section of your deal, click Add/Upload Conditions.

2. Select the Solicitor Condition and click Add Condition.

3. Expand the Condition to add their information, or if your solicitor is already a contact, this will pre-fill for you!

4. Select Mark as Opened > Submit Documents.

5. Select the documents you would like to send to your solicitor, then click Next: Email Content.

6. The email subject line and body are pre-filled for you with relevant deal information. Edit or add a personalized message and click Send