This is a great orientation session to get you started with your homepage and basic navigation, as well as application input including the online client facing app the ‘Client Journey’.
Get some advice from the pros and cut down on the amount of time it takes to fill out an application. This session will help you minimize the learning curve and become more efficient at filling out an application.
You’ve submitted your deal, now what? Jump on this session to learn how to update your statuses to move your deal along, create conditions lists to send to clients and complete your disclosure documents for compliance.
This session will show you how to automate your conditions lists and simplify the document transfer process with Smart Conditions and The Client Portal.
This demonstration will show you how easy it is to gather client’s bank account statements using EZ Account Access.
Jump on this training session to find out how clients can sign and send documents automatically back into your Velocity application.
You’re not going to want to miss this session in order to make your data live for CRM and avoid sending out multiple birthday cards or maturity notices.
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 CRM and Workflow Systems.
Learn how Velocity is set up to help you turn a prospective client into a funded deal.