Live Online Training

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

We make getting started on Velocity easy!

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!


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

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

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.


ActiveCRM Workflows

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.

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.

Client Experience

How to use Client Experience Next Generation

Learn how to use Client Experience Next Generation – Canada’s most advanced mortgage application and document intake system designed to get you more completed deals and faster approvals.