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Velocity Account Roles

Velocity Account Roles

 

Brokerage Admin

The Brokerage Admin has the ability to control the following for their brokerage.

  • View all offices under the same brokerage with the ability to edit and add offices.

  • Pull Reports on all Brokers in all Offices.

  • Edit basic information as well as Credit Bureau, CASL and Disclosure Consent Statements for all offices.

  • View all the brokers in their brokerage across offices as well as their deals.

  • Push CRM Templates to the rest of their assigned office (not across offices).

  • Push Smart Conditions to their assigned office (not across offices).

  • View all of the brokerage’s Historical Deals.

  • Edit users

    • Assign a user to a different office

    • Edit the license number

    • Input broker splits

    • Assign Associates

    • Set Mortgage License designation

    • View broker’s individual online application form link

 

Office Admin

 The Office Admin has the ability to control the following for their office. 

  • View all brokers in their office as well as their deals.

  • Edit basic office information as well as Credit Bureau, CASL and Disclosure Consent Statements.

  • Pull Reports on all Brokers in the office

  • Push CRM Templates to the rest of the office.

  • Push Smart Conditions to the rest of the office.

  • View all of the office’s Historical Deals.

  • Edit users

    • Assign a user to a different office

    • Edit the license number

    • Input broker splits

    • Assign Associates

    • Set Mortgage License designation

    • View broker’s individual online application form link

 

Associate

Access to their own deals and any other specified accounts within their office. From their dashboard, they will have a drop-down menu with the option to switch between Agents. This is in contrast to the Office Admin account where all deals will appear on the dashboard at the same time.

 

Assistant

  • Has access to the deals of one specified account. Similar to associate, they will have a drop down menu through which they can access the deals of 1 Agent.

 

 

Broker

  • Standard account access to deals on which they are Agent or Assigned

 

 

Important to note:

  • Regardless of account type, users are not able to access another's CRM.

 

 

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