We make getting started on Velocity easy! We will have you submitting after one short training session. Join getting started to launch your Velocity experience!
This demonstration will show you how to gather client’s bank account statements using EZ Account Access AND how to use our eSign platform.
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.
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.