Live Online Training

Live online training will return as of October 1st.

Please click below to register for training or watch any of the pre-recorded sessions. Contact if you have any questions.

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 as a first step on your Velocity Journey.

Velocity Demo

*This session is available by recording only. Click below to watch at your leisure.*

Please note: This demo is not meant to be viewed for training purposes, but rather an overall look at the system and its capabilities. 


Connect the Dots Between Your Imported Data (Historical Deals), Deals Dashboard, and the Velocity Deal Flow

*This session is available by recording only. Click below to watch at your leisure.*

This is a necessary first step in order to clean up your imported data, opt your clients in for CRM, and organize your Deals Dashboard. You will also gain a better understanding of how to work with the Velocity deal statuses and move a deal from New, all the way through to Complete.


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.


Active CRM - Daily Task Manager and Workflows

*This session is available by recording only. Click below to watch at your leisure.*

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 ground breaking direct texting tool!

VelocityCRM Templates

This is the first step towards setting up the new VelocityCRM .

Join in for help getting started building your Templates and Audiences before you set up your Campaigns. We’ll take you through how easy it is to use our turn-key default templates, or get creative and make your own from scratch.


VelocityCRM Campaigns and Audience Lists

This is the second step towards setting up your VelocityCRM. Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday. Choose your delivery – pick from either a Dynamic or Target Audience.

SMS Direct Texting

In this session, we will look at the benefits of direct texting as well as a complete setup and a getting started tutorial for how to incorporate this service into your workflow.


Become the Champion We All Know You Can Be

Masterclass is a complimentary virtual learning session for seasoned Velocity users.

Super broker Julie Jeffery will be sitting down bi-weekly with ultra high-performing brokers from across Canada who have agreed to let you in on their secret sauce.

Next session:

The next class is in session on Thursday, Sept. 9th. 

Join us for this rare opportunity to learn how to turn your system into your best business partner.