Velocity Training

At Newton, we offer various types of training for every learning style.

From a first time login orientation to short video tutorials on our YouTube channel we offer you the opportunity to learn at your preferred pace. Regular webinar training is provided for all levels, from “Getting Started” through to “Advanced.”

We offer group and/or in office face to face training with one of our Training Specialists in major urban centres.

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.

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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.

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Recommended Viewing: Get Started Video Playlist

Intermediate Training

‘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 App

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Recommended Viewing: Intermediate Training Playlist

Advanced Training

‘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!

Connect with our Customer Care team to book time with a Training Specialist