Join this orientation session to help you get started as a first step on your Velocity Journey.
Please note: This demo is not meant to be viewed for training purposes, but rather an overall look at the system and its capabilities.
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.
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.
This demonstration will show you how to gather client’s bank account statements using EZ Account Access AND how to use our eSign platform.
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!
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.
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.