Live Online Training
Live Online Training is provided for all levels, from “Getting Started” through to “Advanced.” Register below to take part in a session of your choice, or click to watch a pre-recorded session.
Join this orientation session to help you get started as a first step on your Velocity Journey.
Introducing the Client Experience, a combined online application and document collection portal.
Please note: This demo is not meant to be viewed for training purposes, but rather an overall look at the system and its capabilities.
A lot of people are asking us what they can do to prepare for the new CRM system coming out April 1st. Attend this session to learn how to make sure your imported data is opted in for CRM and brought onto your Deals Dashboard.
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 groundbreaking direct texting tool!
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.