Pick Your TrainLine

  • Getting Started
  • Intermediate
  • Advanced

Velocity was a bit overwhelming at first, however, when I started to break it down and with the help of the trainers and training resources, it became simple.

Stefanie LoRe - Denova Group

Welcome Aboard the Velocity Train!

Don’t know where to start?

Follow the station map through the suggested levels and topics.

Have a specific task in mind?

Take off at high speed! Use our shortcuts menu below to jump ahead.

Don’t forget to also check out our helpful Training Guide.

Welcome Aboard the Velocity Train!

Don’t know where to start?

Follow the station map through the suggested levels and topics.

Have a specific task in mind?

Take off at high speed! Use our shortcuts menu below to jump ahead.

Don’t forget to also check out our helpful Training Guide.

Sign up for LIVE online training!

Welcome to your Velocity Homepage!

Watch the video to learn how to navigate your Homescreen, left-side menu bar and access the Help Centre.

Got Questions?

Check out our FAQ for more information

Let’s input an application!

This video will guide you through entering an application in Velocity.

Sign up for LIVE online training!

Got Questions?

Check out our FAQ for more information

Make Velocity your own!

Watch this quick video to learn how to customize your Velocity account.

Sign up for LIVE online training!

Your Online Application

The most natural way to get started using Velocity is to start receiving applications in the system.

Watch the quick video to find out where your online application form link lives and what you can do to start receiving applications.

Follow Our footsteps with our Step-by-Step Guide!

  1. Locating Your Online Application Link
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Email Signature Set Up

Find out how to set up your email signature in Velocity.

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Tracking A New Lead

A lead is a future / potential client. Find out how to covert a lead to an application.

Follow Our footsteps with our Step-by-Step Guide!

  1. Add A Lead
  2. Convert A Lead
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Download the App

Your client database in your pocket!

 

Welcome to the Intermediate Line!

Let’s get into the fun stuff. This is where you will really start to see all of the different Velocity enhancements come together to help you systemize and optimize your business.

This train line will take you through how to move a deal from approved to funded, create conditions lists, collect documents using the Client Portal, use eSign and EZ Account Access.

Create Conditions List

Velocity has a conditions management system built right into your applications.

Watch the quick video to learn how to create a conditions list.

Sign up for LIVE online training!

Got Questions?

Check out our FAQ for more information

Client Portal

The Client Portal is an easily navigable online portal where clients can securely upload docs from any device.

They can even upload on-the-go from their mobile camera role as docs are auto-converted to PDF.  The documents will then appear directly in your Velocity deal minimizing steps as you won’t have to download, save, or upload them. From there you’ll then be able to edit them as you see fit and send to the lender.

 

 

Just a FEW of the benefits to the Client Portal:

  • Simple & Secure
  • Speeds-up the mortgage application & approval process
  • Auto converts all docs to PDF (jpg, png, docx)
  • Split, move and merge docs inside Velocity
  • Skip the scanner! Upload from any device

Follow Our footsteps with our Step-by-Step Guide!

  1. Collect documents using the Client Portal
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Email Conditions List

Find out how to email a conditions list to your clients right within Velocity.

Got Questions?

Check out our FAQ for more information

Manage Statuses

In Velocity, you have the ability to add a potential client as a lead, stay connected with them and follow through to a completed deal.

Follow Our footsteps with our Step-by-Step Guide!

  1. Change a Deal to Complete
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Got Questions?

Check out our FAQ for more information

eSign

Clients can now sign documents on-the-go from any device significantly minimizing the time and effort involved in filling out a mortgage application allowing you to get your final approval faster!

  • Electronically Accelerate the document signing process and get your deal done faster!
  • Collect documents and get signatures with significantly less effort than ever before using the Client Portal and eSign.
  • Signed, sealed, delivered! Clients sign and send documents automatically back into your Velocity application.
  • Easy to use and accessible from any device, your clients will thank you!

Follow Our footsteps with our Step-by-Step Guide!

  1. Send a request for eSign in 3 easy steps

Got Questions?

Check out our FAQ for more information

EZ Account Access

With our secure online banking portal, clients can access their various accounts from every major financial institution on any device. Lender-accepted down payment confirmation is just a few clicks away with EZ Account Access.

  • It’s ConvenientClients can access multiple F.I.’s and accounts using only one link on any device.
  • It’s secure! EZ Account Access uses the best in class technology of the leading financial data gateway provider in Canada (Flinks.io).
  • It’s built right into the Velocity Client Portal and integrated in the document collection process.
  • It minimizes the risk of losing a mortgage to a client’s bank branch when they go in to obtain account activity statements

Follow Our footsteps with our Step-by-Step Guide!

  1. Get Started with EZ Account Access
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Welcome to the Advanced Line!

On this line you will learn how to make your conditions lists auto populate using Smart Conditions and give your client that extra level of service using CRM and Workflows.

 

Register for our Advanced Live Online Training Sessions to learn how to take full advantage of everything that the system has to offer.

Make your data work for you

If your data has been imported for you, it will be on your Historical Deals page.

You will need to complete the following simple steps in order to move it to your Velocity Dashboard.

  1. Update your imported data to bring it onto your Dashboard (Video)
  2. Merge duplicate contacts (FAQVideo)

If you need to import your data, you can use the Uploader.

  1. Upload your own data into Velocity using The Uploader (Video), Step-By-Step)
Sign up for LIVE online training!

Custom Conditions

Velocity has a built-in conditions management systems.

Create your own custom conditions to make your conditions your own!

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Save time by automating your Conditions Lists!

You can set your conditions to auto populate in every deal based off of the mortgage type, borrower information, etc.

You can even add external facing notes explaining each condition so that you don’t have to bother re-typing them each and every time.

Sign up for LIVE online training!

Take your client experience to the next level!

Want to give your clients that WOW experience but don’t have the head space to remember everything?

Use your workflows to automatically remind you or your colleague/assistant to call a client when their deal is approved, follow up with a lead or send a gift card to a referrer.

Follow Our footsteps with our Step-by-Step Guide!

  1. Workflows
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Communicate using CRM

Enhance your client experience by ensuring every single client receives the exact same amount of attention and consistent communication throughout every stage of the mortgage process using the CRM.

Sign up for LIVE online training!

20 Minute Learning Sessions.

Regular online live training is provided for all levels, from “Getting Started” through to “Advanced.” Register below to take part in a session of your choice.

Getting Started

EZ Account Access

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Getting Started with Velocity

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Intermediate

Intermediate Training

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The Client Portal

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Advanced

Optimize your database

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Active & Passive CRM

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Converting Prospects to Funded

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