Upcoming Training Sessions
We undertake online training session every week on Tuesdays and Thursdays.
Please check out the session below and register for any that you would like to attend.
Post-Submission (conditions/documents/managing applications)
We will cover everything post-submission, including conditions (uploading/tracking), generating disclosure documents, preparing applications for funding and beyond.
CRM Campaigns & Workflows
Push a button to generate more business! Learn how to get your automatic CRM Campaigns going
Velocity is the only integrated, end-to-end operating system that handles the entire mortgage approval process.
Our direct connections to the lenders allow you to capture an application, send your file to a lender, manage conditions and store documents all in one place.
Introduction to Velocity
This beginner training session is open to all new Velocity users who are ready to begin making the most of all of Velocity has to offer. This brief session will show you the basics: how to begin new applications, get credit checks and submit. Thanks for your interest!
Open to any Velocity users. We will cover compliance documents and everything Velocity has built-in to assist.
Below you will find all the current training videos for you to watch at you leisure.