For Brokers

Velocity is the only Mortgage Operating Platform that pulls all your systems into one place, automates your processes, and gives you more time to do the things you love to do.

Learn More

Discovery matches client profiles (using filters) with lender verified product attributes to maximize your chance for the best possible mortgage approval.

Learn More

Save $1000s and
eliminate most of the hours you currently devote to payroll and monthly accounting by automating all repetitive tasks for each pay period.

Learn More

For Lenders

Link Lender delivers digital credit applications and supporting documents from brokers you want to do business with, from any submission platform, with no required investment in technology or training.

Learn More

Maximize your exposure to top performers with Lender Portal. Brokers can now get their deals directly matched to your product on a number of different mortgage software platforms.

Link is our data exchange system that connects Velocity and other Third Party solutions to deliver direct application connectivity to lenders and industry partners.

Learn More

Training Resources

Welcome Aboard the Velocity Train!

Whether you’re new to Velocity or looking to take your knowledge to the next level, the Velocity train will get you there at high speed.

Start Learning

Live Online Training

Join us for our Weekly Live Online Training Sessions that take you through everything you need to know in the same amount of time it takes to have a coffee break.

Join a Training Session

For Everyone

A short video series to show you how in less than 10 minutes you can learn to utilize Zoom to deliver a better client approval experience.

Start Learning

Take Greater Control of Your Business

Velocity manages all elements of your mortgage business in one integrated and automated system.

It helps organize all key data and documents, provides workflow reminders and prioritizes your daily tasks – giving you greater control over all aspects of your mortgage business and better peace of mind.

Features & Plans

Designed by mortgage brokers, Velocity understands the mortgage industry and the challenges of managing a mortgage business.

Velocity is simple to learn and easy to use, and with everything in one place, you’ll have better peace of mind knowing you haven’t missed any of the important details.

A few of the key highlights to using Velocity

Velocity is the only integrated, end-to-end operating system that handles the entire mortgage approval process
Specifically designed for brokers and brokerage owners
Gives brokers a complete view of their business from data entry to completion
Cloud-based, so it keeps your clients’ information private and secure, and accessible anytime, from anywhere
Enhanced CRM tools enable personalized communications
Automated reporting gives brokerage owners complete visibility into all brokerage business and supports compliance

Latest Enhancements

Discovery

DISCOVER in a few simple steps the best products for your client.

Learn More

Client Journey

Forget The Boring Old Form Fill-In, Take Your Clients On A Journey!

Learn More

Features & Plans

	Essentials	Enhanced
Direct Lender Connectivity (submissions & responses)
Client Experience (web application & document portal)
Mobile & Tablet Responsive
Document Management & Storage
Email Wizard
Correspondence Tracking (email, notes & text)
Contacts Summary
Integrated Calendar with Synching Options
Deal Dashboard
Compliance & Payroll Integration
'Discovery' (match.com for mortgages)
CRM with Template & Campaign Customization
Connect to Third Party CRM (BluMortgage, Pipedrive, Jungo)
'Build' Pick'em Reporting Engine
'My Day' Custom Workflows
eSign with Templated Documents	Separately Priced	150 Envelopes _/Year
EZ Account Access (Bank Account Statements)	Separately Priced	150 Transactions _/Year
Property Validation Reports (with Google Imagery)	Separately Priced	70 Reports _/Year
SMS/Text Integration	Separately Priced	10k Texts _/Year
CRA Tax Documents Fulfillment (NOA Services)	Separately Priced	75 Packages _/Year

Get onboard Velocity today!

Your Entire Clientbase in Your Pocket

Velocity Mobile provides Mortgage Brokers the benefit of taking their client base with them on their smartphone.

It is easy to prioritize, log client update calls and serve returning clients quickly by accessing your previous transactions immediately.

“This system has everything in one place. I love it”.

Joeseph Galati – Underwriting Manager, MCC iDirect

Find out what others are saying about Velocity