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.

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


Five new calculators to help you give better advice to your clients, all from one system.

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Client Experience

Canada's most advanced mortgage application and document intake system!

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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 400 Envelopes /Year
EZ Account Access (Bank Account Statements) Separately Priced 200 Transactions /Year
Property Validation Reports (with Google Imagery) Separately Priced 200 Reports /Year
SMS/Text Integration Separately Priced 25k Texts /Year

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

Joeseph Galati – Underwriting Manager, MCC iDirect

Find out what others are saying about Velocity