EZ Account Access Weekly Webinar
‘I want to get my client’s down payment confirmed as fast as possible.’
This demonstration will show you how easy it is to gather client’s bank account statements using EZ Account Access.Register Now
Getting Started with Velocity
‘I have my login and my previous deals have been imported, now what?’
This is a great orientation session to get you started with completing your settings, profile and linking your online credit application onto your personal website and email signature.Register Now
Recommended Viewing: Get Started Video Playlist
‘I’ve figured out how to submit applications, now I want to do more!’
This is an advancing session to help you incorporate smart conditions, your client portal, bank account scraping, and the Mobile AppRegister Now
Recommended Viewing: Intermediate Training Playlist
‘I want to deliver my clients WOW experiences, and shape Velocity to meet my needs!’
This training takes you to another level, where you integrate your calendar, active workflows to personalize your clients experience, and deliver front of the queue applications to lenders resulting in best in class turnaround.
Recommended Viewing: Advanced Training Playlist
Coffee Break Training Sessions
In the time that it takes to have a coffee break, we’ll teach you how to improve your mortgage business.
Watch our previous session and stay tuned for our next one!