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.

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Client Journey

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

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Pricing

	Core FREE	Essentials _$50.00 _/mo	Enhanced _$65.00 _/mo
Submit to All Lenders
On-Line Credit Application
Deal Dashboard
Leads Tracking
Contacts with 'Tags'
Calendar with Synching
DISCOVERY	+$12.50/mo
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

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