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.
Download the Velocity Sales Sheet
Velocity has launched its “Classic” platform which includes;
Robust application intake
Credit Bureau pulls
Direct application submission to key lender partners
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
Provides Expert™ validation, eliminating the need for multiple data entry
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
I have had great success with the automated emails that go out to my clients regarding birthdays, mortgage renewals and anniversaries. I just received my 13th referral from the system. One of my clients called to discuss his anniversary and whether he should be doing anything with his mortgage and then referred his son to me so I can take care of his renewal. They are both coming in tomorrow to set up the game plans for their mortgages. The system is working great and it has more than paid for itself already.
Joe Tomkins
Pricing
Core
FREE
- On-Line Credit Application
- Deal Dashboard
- Leads Tracking
- Contacts with 'Tags'
- Expert & Lender Direct Submissions
Essentials
$ 50.00 /mo
- On-Line Credit Application
- Deal Dashboard
- Leads Tracking
- Contacts with 'Tags'
- Expert & Lender Direct Submissions
- Calendar with Synching
- Documents & Conditions Storage
- Email Wizard
- Correspondence Tracking
- Condition & Closing Reminders
Enhanced
$ 65.00 /mo
- On-Line Credit Application
- Deal Dashboard
- Leads Tracking
- Contacts with 'Tags'
- Expert & Lender Direct Submissions
- Calendar with Synching
- Documents & Conditions Storage
- Email Wizard
- Correspondence Tracking
- Condition & Closing Reminders
- Personal Workflows
- Email Marketing Campaigns
- Customized Template Manager
- CRM Reporting