Live Online Training - Newton Connectivity Systems

Live Online Training

Live Online Training is provided for all levels, from “Getting Started” through to “Advanced.” Register below to take part in a session of your choice, or click to watch a pre-recorded session.

 

 

Getting Started

Introduction to Velocity & Deal Submission

Get some advice from the pros and cut down on the amount of time it takes to fill out your first application. Join this orientation session to help you get started.

Intermediate

The Next Steps

I’ve submitted my deal, now what?

Jump on this session to learn how to work your deal from submitted to complete, create a Conditions List,  Signing Package (including Disclosure Documents), and use the Client Portal.

EZ Account Access & eSign

Speed up your process with two of Velocity’s favourite tools

This demonstration will show you how to gather client’s bank account statements using EZ Account Access AND how to use our eSign platform.

Advanced

Workflows, Tasks, CRM

Stay connected with your clients

Find out how you can stay on top of each and every one of your clients offering them all an equally amazing experience at no extra effort with the help of our Workflows, Tasks and CRM. Plus, don’t forget about our groundbreaking direct texting tool!