Testimonial Archive

Matt Kee – MA Mortgageline

“I was scared it was going to be hard, but it was so easy. I told my clients to bear with me as it was my first deal, but I blew through it like I’ve been at it for years”

Ana Cruz – MA Team Ana Cruz

“Our team has been using Velocity for nearly 4 months.  With all new technology comes a learning curve but Newton has really worked hard to adapt and provide efficient training and extensive resources.  There are so many bells and whistles in the program, it really is all inclusive and they have been so forward thinking in their development. We are really looking forward to using this program to its full potential.”

Renee Walsh – DLC Entrust Mortgage Services

“I DO love Velocity!

I love Velocity because it doesn’t require a full page reload between sections of the application, making it much easier to get ratio calculations in real time as you’re going through the app (Which is the way it should be!). I love the dropdown box to see exactly how the ratios are being calculated – so I know exactly where I’m off if I’m getting a number that doesn’t line up. I have also started using the Client Portal and even though I told myself, ‘It won’t be for everyone, not all of my clients will be comfortable using it,’ I’ve had 100% success with it. Clients find it easier, more secure and it’s plain and simple to see what I’m asking them for and what they have left to send.

I haven’t even fully scratched the surface with Velocity, but I do know that every day I read on broker groups about other software letting people down and I have yet to have issues pulling bureaus, logging in, calculating ratios, clearing browser history – all of those things are problems of the past. I’m so glad I was given the chance to be an early adopter – it’s made a huge difference for me.”

Rebecca Casey – DLC Origin Home Mortgages

“I just discovered the feature to re-add a previously deleted applicant in Velocity. This is AMAZING!!! This saved me a ton of time and made it soooo much quicker to resubmit a file. Just wanted to say thanks! This is definitely a feature I didn’t realize I needed but will be used a ton!”

Kaitlyn Moore – DLC HT Mortgage Group

“Thanks for all the help getting me set up on the new system. I have been waiting for a new organized system to come along that will help me stay organized with all my clients from leads to funded and afterwards with the CRM. It seemed overwhelming at first but with your help and after entering a few applications it is becoming second nature. Thanks again for the help and I look forward to working with you and the new system.”

Jeff Herrington – DLC Producers West Financial

“I just noticed the AIR REPORT…Thank you, thank you, thank you!!! No more messing around in three systems or those stupid spread sheets to try and figure out the volumes, lenders, etc.!

Thank you again!!!”

Heather Hellings – DLC Jencor Mortgage Corporation

“I just became a licensed broker about a month ago and right away I began putting on my deal with zero training whatsoever. I reviewed what I had input with our Office Manager at the brokerage and there was nothing out of place, she just gave me pointers on alternative ways of doing things and went over some compliance points. I was able to use the validate function while going through the application to find any fields I forgot to input and was able to successfully submit the deal. I was able to easily recall the steps the next time I did another application without having to bug someone to go over it again due to the user-friendly nature of the application. I came from one of the big banks where our application process was doing via the old DOS system, and although I absolutely loved the simplicity of that system, it took significantly longer to familiarize myself with it compared to Velocity.” – Brandon Regier,

Brandon Regier, Brandon Regier Mortgages

“As with any new venture, there are growing pains. It was a bit overwhelming at first, however, when I started to break it down, it became simple. The system is very user friendly and offers a lot of options. It allows you to communicate effectively with your client every step of the application, from entry to renewal.

I want to thank the customer service centre. They were and are continuously there to assist me when I need support. The training I received from Michelle was undeniably paramount to successfully using Velocity.”

Stefanie LoRe – DLC Denova Group

“I am a fan of Velocity and all the great features that it offers to us brokers in order to be more efficient and effective when working on deals.  There are many great features, but I want to highlight one feature in particular that I feel helped me secure an approval from a lender – and that is the ability to retrieve a borrower’s bank account statements (with their consent) directly from their financial institution.  For one particular deal, I had a lady who worked with a start-up company that was still not fully set up and her income was difficult to prove.  Using Velocity though, I was able to retrieve her bank statements directly from her Credit Union to show the lender that she was indeed getting paid consistently for the last 3 months. The fact that the bank account came directly from her Credit Union via Velocity, I think, made the difference and re-assured the lender that she was indeed gainfully employed at that time.  I would highly recommend brokers learn about all the features that Velocity offers which could help their business not only be more efficient (such as e-signing, Discovery, etc.), but potentially help secure approvals as in my example.”

Danny Duong – MA A Better Way

“I love the system. It’s so functional and organized.”

Patricia Flores-Sabater – DLC Producers West Financial

“I love it, I’ve been submitting deals through the system and I love it. I love how it auto saves and doesn’t bump you out after 29 minutes. I don’t know how many times I’ve been on the phone with a client and had to go through the login process and restart the application.”

Kim Lindsay – DLC Calgary

“After being trained on Velocity I felt at ease.  Navigating is very simple.  Having all the categories on one page makes it easier to populate and amend.”

Anna Fuci – DLC Get A Better Mortgage Inc.

“You were a great help and Velocity is a game changer for all mortgage brokers. It is so convenient to have a CRM/Submission system that helps you follow up with clients, communicate with lenders and store all documents. This system allows you to conduct all of your business in one easy to use system. It makes the mortgage process seamless from beginning to end.”

Sunny Sarai – Vice President of Operations, MCC Pacific Northwest Mortgage Corporation

“I just wanted to take a minute to give a shout out to the team at Velocity/Newton!  Since I have joined this new platform in June, they have all been wonderful with my many questions and suggestions 🙂  I have been able to easily transition from my old system to this amazing new one!  Love that I only need one spot now to do all my mortgages and contact my data base. I’m still working on utilizing every aspect of this amazing platform but so far I am beyond impressed!”

Karen Millington – AMP Manger, MCC Estate Mortgage Inc

Jason Suttie – DLC Entrust Mortgage Services

“Velocity is great. I’m liking the Modern View and the MPP feature is nice and easy to use.”

Steve Chang – MA – Team Steve Chang

“I’ve incorporated the email tagging feature into my contact process and I am absolutely delighted.  The ability to keep an email audit trail right within the deal is exactly what I needed!”

Bobby Magee – DLC Entrust Mortgage Services

“I have to say I’ve been using velocity since July of 2018. I love the system. I love using the document collection so that everything is in one place and We are not trying to determine if the client faxed, emailed or text me the documents. We have also been using the e-signatures and again love the convenience for the clients. Now that I have literally moved my whole business to not seeing people for the last week and a half this platform is even more advantageous.”

Terrilyn Moore, Your Mortgage Your Way

“It was only three months ago we were excited to share Velocity cracked $2B in monthly submitted volumes to lenders. In March, the team at Velocity cracked $4B – doubling their business in just three months! As a good friend says, “it’s social proof that it works”.

Why not protect your business by ensuing you have alternative means of submitting your deals to lenders? Find out why so many have called Velocity their new home.”

Dong Lee, COO, DLC Group of Companies

“This system has everything in one place. I love it”.

Joeseph Galati – Underwriting Manager, MCC I Direct Mortgages Inc.

“Me personally, I absolutely love Velocity compared to the old system. It’s easier to use and a lot faster, plus I don’t have to click save every time.”

Muhammad Aamir Khalique – DLC Producers West Financial

“I was hesitant to make the change to Velocity. I’d heard great things, but sometimes it’s easier to default to what we know, rather than learn something new.
Boy am I glad I made the jump! After a week of playing around with Velocity part time, I made the switch. Not only is Velocity more intuitive from a file flow point of view but having an all-encompassing system to track clients and files from start to finish and beyond has streamlined my productivity.

My volume and number of files closed are both up, and I attribute that to Velocity. Such an awesome asset to my business!”

Aaron Phinney – MA Team Aaron Phinney

Steven Brouwer – DLC Entrust Mortgage Services

“This is exactly what I was looking for.”

Crystal Donnelly – MA Mortgage Sisters West

“Velocity is a great tool for mortgage brokers as it is a submission and CRM package. I save a lot of time and money by having to only deal with one interface instead of multiple. On top of that the Velocity Team is always working towards evolving it into a better platform by introducing new key tools within the system. I like it!”

Nathan Isherwood – VERICO Dreyer Group Client First Mortgage Solutions Inc.

Jason Zailo – DLC Modern Mortgage Group Corp.

“I highly recommend that you take a few hours to learn it. It has changed my business. We learnt it last year, while transitioning companies, learning a new CRM, and raising two young boys and building a new home. Oh, and in the spring market. You will like it……just give it a chance.”

Rodney Biggar, The Biggar Mortgage Team

“Velocity is user friendly, the 1-800# support is awesome and now that I know about smart conditions it is even better.”

Kathy McMinn – MCC Sunshine Financial

“After working in Velocity on a daily basis since its launch, I can’t imagine using a different platform. It’s crucial to have a very fast and responsive one page application like this, to be as efficient as possible. One of my favourite features is the drop-down GDS and TDS boxes. They make it super easy to see where input errors have occurred if something doesn’t look right. Thanks also to the support staff who are very quick to reply and work diligently resolve any issues that come up, while offering suggestions to avoid errors in the future.”

Adam Clarke – DLC Origin Home Mortgages, Pinsky Mortgages

“I have always been a technology fan and believe that in order to stay relevant as a mortgage professional in the next 10 years I will need to find every technological advantage possible. Velocity delivers the technology needed for me to achieve this consistently. The speed, functionality and added extras of velocity are exceptional. Velocity bridged a massive gap when they were able to connect to all lenders this year. Now with the advancement of being able to retrieve down payment documents for the clients and integrated E-signatures all housed within each client’s unique client portal, velocity is speeding away from any other origination system. My associate and I are able to take all our applications from our initial call, to lender submission, compliance document preparation and signature, to closing a file. As an added bonus our payroll is all automated through velocity.”

Marc Lalonde – DLC Origin Home Mortgages

“I was introduced to Velocity over a year ago and knew that it would help me build and keep track of my growing business. I was very excited to start learning, but became extremely busy to the point that I was not able to learn a new system at the time. Fast forward and now I see that the learning curve won’t be that difficult. It will take some time to learn the system in its entirety, but my Trainer, Graeme, has helped me every step of the way and at my own pace.”

Livian Smith – DLC Producers West Financial

“I just discovered the feature to re-add a previously deleted applicant in Velocity. This is AMAZING!!! This saved me a ton of time and made it soooo much quicker to resubmit a file. Just wanted to say thanks! This is definitely a feature I didn’t realize I needed but will be used a ton!”

Kaitlyn Moore, DLC HT Mortgage

Kevin MacGregor

“I just want to shout:

T H A N K   Y O U   ! ! !

I LOVE your customer service.”

Camilo Rodriguez, Mortgages Lab

“I love the staff at your Customer Care Center! When I get stumped, I can always call your friendly staff for a very quick solution.  I like how they can jump right into the application I’m working on to show me exactly where I’ve gone wrong, and I learn something every time I call in. There has never been an occasion where they could not help within three minutes.  They are all amazing, wonderful people who are very good at their jobs. Couldn’t do it without them.”

Jessica Matthies – MA Glen Kelleway Team

“Starting to really get into Velocity, some cool 😎 stuff!”

Andrea Morris – MA Mortgageline

“I tried out eSign for the first time with my clients yesterday. It was so fast and easy. I sent the Letter of Consent to be signed so that I could pull their credit and they had it back to me signed in less than 5 minutes. He was at work and his wife was at home with the kids. I got his signature back in less than 2 minutes and hers shortly after! Amazing!!”

Sue Kern, Select Mortgages

“The Customer Care Team at Newton has made my transition to Velocity seamless. They provide excellent customer service and respond to any inquiries or concerns quickly and spend time working with you to resolve the issue in detail.”

Parm Rattan, DLC Urban Lending Centres

“I wanted to let you know I LOVE the use of the Deal Task.    It organizes me even more, and there is nothing more than I love, than being organized!!”

Stefanie LoRe – DLC Denova Group

Cindy White – Valko Financial Ltd.

“If you’re not using Velocity and their CRM you’re missing out and working too hard !! Not kidding, it’s incredible. Get on there today and set up your 2020 for success !! Gary Mauris this is a great tip for your flow chart of contacts… Velocity’s CRM can be customized to “do” some of the touch points you recommend.” 😀🤩🤓

Amber Mihm Andrew, DLC Forest City Funding

“So far velocity is awesome!!! Making my life much easier.”

Satpal S. Dosanjh – CFP Vice President of Business Development, MCC Pacific Northwest Mortgage Corporation

“I like the Client Portal, it’s going to be so easy to communicate everything. “Bada bing, bada boom!”

Deb Burnstein – DLC City Wide Mortgage Services

“I’ve been using Velocity as my mortgage management for over 7 years. Velocity has allowed me to build a highly efficient, organized process for every step of the mortgage generation path. In addition to simply putting out a system, the team at Velocity was open to feedback on how to optimize their system to suit MY needs.

Trust Velocity, a solution built by mortgage brokers for mortgage brokers to finally improve rigid, outdated deal management options of old.”

Shaun Serafini – AMP, DLC Mortgage Excellence

“Velocity is great tool for mortgage brokers as it is a submission and CRM package. I save a lot of time and money by having to only deal with one interface instead of multiples. On top of that the Velocity team is always working towards evolving Velocity into a better platform by introducing key new tools within the system. I like it.”

Nathan Isherwood – VERICO Dreyer Group Client First Mortgage Solutions Inc.

“This [eSign] is so easy!”

Doria Zacharias – DLC HT Mortgage Group

“Thanks to making the change from Filogix to Velocity and the helpful underwriting team at my firm, I am now able to handle twice the volume.”

Andrew Homeyer – Verico Xeva Mortgage

“Anna was worried that switching systems would be challenging, but after our training session, she couldn’t wait to get started”

Broker – DLC Get A Better Mortgage

“You’ve made this ridiculously simple.”

Glenn Issler – DLC Origin Home Mortgages, his comment regarding the Client Portal

“eSign is wonderful. You know how often it happens when you send documents to clients and they come back half signed? With eSign that doesn’t happen anymore.”

Jennifer Steele – MA Barritt

“I really like the GDS/TDS breakdown – it helps me find out right away what might be missing or if there’s an error.”

Robin Klassen – DLC Entrust Mortgage Services

“Thank you for all of your help during the training sessions at Lawrie Thom’s office (MA).  I was able to gather enough information by just listening to you that I grasped the overall concepts.  Now I think I’m getting the little details straight in my mind, so progress has definitely been made, and it gets easier every day.”

Rick Dumas – MA MPRO

“Drag and drop is ridiculously cool. How did I not know about this?”

(Talking about the ability to drag and drop support documents right into the deal.)

Jim Steffler – DLC TLC Mortgage Group

“I love the system, I really do. I love the application process, it’s really easy.”

Debra Winter – MCC Select Mortgage Corp.

“I like using velocity because it keeps my documents / workflow / and deal statuses at my fingertips. It also keeps my clients documents secure and easily accessible. The system makes it easy to make sure my brokers are being compliant.

The built in CRM keeps me front of mind with my clients. The new features constantly being innovated by Newton continue to make my job easier.”

Steve D’Souza – VERICO Dreyer Group Client First Mortgage Solutions Inc.

“I have just recently had the opportunity to use the Client Portal and was very happy with how easy it was to send my client a document request package and even more pleased that they were able to easily upload those documents right into the application, I then quickly reviewed them and was able to get the Pre-Qualification ready in very short order!”

Tony Rossander – DLC Origin Home Mortgages

“Dear mortgage Professionals, DO NOT BE CAUGHT OFF GUARD AGAIN. Velocity is awesome, it truly is. The team has done such a great job with their ongoing commitment to the process, and to listening to your feedback and constantly investing in the changes that you have asked for.

With Velocity, you have a fail-safe in place. You can submit via Filogix and Via Velocity so if one goes down you have instant access to the other so that your business is uninterrupted.

Most of us are at home now. Please use this time wisely. Finally make the time to get velocity on-boarded in your business so that you never are beholden to a single system again.

Our Newton Team is standing by. If you need any help, any introduction, or any influence with your office owner to make this a priority, message me directly and I will help!!

This team is constantly innovating and adding new valuable tools within the system to make your life, your search, your lender products, and your ability to stay in touch easier.

Learning the product is easy. It’s not difficult, it isn’t hard, it takes a small amount of your time. That’s it.

To all the Velocity users at all the different brands in Canada, a heartfelt thank you for all the support.”

Gary Mauris, CEO, DLC Group of Companies

“The new “My Day” feature is a GREAT add!! You guys are killing it!!! Thanks so much for constantly refining and improving Velocity!!”

Shaun Serafini, Your Expert Mortgage Broker

“Our team just joined Velocity a month ago and we wished we had made this move sooner!  We love the platform and your customer service and support team.   They have been amazing throughout the transition and always readily and available for us when in need.

Newton/Velocity is very user-friendly and lets you organize your deals (including leads, notes and messaging system) and contacts into one platform. The application form that you generate provides a clear and accurate summary of your current deal. The Reports feature is fantastic as it helps you keep track of your production, pipeline, SLA, and so much more! This platform will provide us with speed and efficiency of deal submissions, giving us more freed-up time to concentrate on building volume.”

The Team at Mortgage Architect Experts