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.
Velocity Sales Sheet (Condensed) Velocity Sales Sheet (2 Page)
“You’ve made this ridiculously simple.”
Glenn Issler’s client regarding the Client Portal
Find Out What Others are Saying About VelocityPricing
Core
FREE
- Submit to All Lenders
- On-Line Credit Application
- Deal Dashboard
- Leads Tracking
- Contacts with 'Tags'
- Calendar with Synching
- Documents & Conditions Storage (+$15.00/mo)
- Client Portal (with Documents upgrade)
- EZ Account Access
- eSign
- Email Wizard
- Correspondence Tracking
- Condition & Closing Reminders
- Personal Workflows
- Email Marketing Campaigns
- Customized Template Manager
- CRM Reporting
Essentials
$ 50.00 /mo
- Submit to All Lenders
- On-Line Credit Application
- Deal Dashboard
- Leads Tracking
- Contacts with 'Tags'
- Calendar with Synching
- Documents & Conditions Storage
- Client Portal
- EZ Account Access*
- eSign*
- Email Wizard
- Correspondence Tracking
- Condition & Closing Reminders
- Personal Workflows
- Email Marketing Campaigns
- Customized Template Manager
- CRM Reporting
Enhanced
$ 65.00 /mo
- Submit to All Lenders
- On-Line Credit Application
- Deal Dashboard
- Leads Tracking
- Contacts with 'Tags'
- Calendar with Synching
- Documents & Conditions Storage
- Client Portal
- EZ Account Access*
- eSign*
- Email Wizard
- Correspondence Tracking
- Condition & Closing Reminders
- Personal Workflows
- Email Marketing Campaigns
- Customized Template Manager
- CRM Reporting
- EZ Account Access is a portal to connect mortgage applicants with their online financial institution account statements.
eSign is a digital signatures solution built in to all documents requiring a client’s written authorization.
These are third party provided optional services paid separately from the monthly subscription within the Essentials and Enterprise versions.