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 Velocity

Pricing

Core

FREE

  • 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
Free

Essentials

$ 50.00 /mo

  • Submit to All Lenders
  • On-Line Credit Application
  • Deal Dashboard
  • Leads Tracking
  • Contacts with 'Tags'
  • Calendar with Synching
  • DISCOVERY
  • 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
Free 30 Day Trial

Enhanced

$ 65.00 /mo

  • Submit to All Lenders
  • On-Line Credit Application
  • Deal Dashboard
  • Leads Tracking
  • Contacts with 'Tags'
  • Calendar with Synching
  • DISCOVERY
  • 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
Free 30 Day Trial
  • 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.

Velocity has launched its “Classic” platform which includes;

Submission to all lenders

Credit Bureau pulls

Familiar Onscreen Look and Feel

Ability to have all client info in one location

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.

Here are 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

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.

Take Greater Control of Your Business

Start Using Velocity Today!

Start Your Free Trial Buy Now

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