EZ Account Access
‘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 and profile, navigating your homepage and menu bars, finding your online application form link, creating your email signature and submitting a deal.Register Now
Recommended Viewing: Get Started Video Playlist
‘I’ve figured out how to submit applications, now I want to do more!’
This intermediate training will take you through how to move a deal from approved to funded, creating conditions lists and completing compliance documents.Register Now
Recommended Viewing: Intermediate Training Playlist
‘I want to deliver my clients WOW experiences, and shape Velocity to meet my needs!’
These various advanced sessions will take you to another level of use with setting up your CRM system, optimizing your database, and moving from prospect to funded.
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!