Velocity Training Guide

Velocity Training Guide

Welcome to Velocity! We want to ensure you have access to all of our training resources to equip and support you, whether you're new to Velocity or looking to take your knowledge to the next level.

From step-by-step instructions and video tutorials on our training line, to Live Online Training Sessions, we invite you to learn at your preferred pace.


You can choose to follow the different levels of training (Getting Started, Intermediate & Advanced) that we’ve laid out for you below or jump ahead to a specific topic with our Shortcuts.

 

*For optimal performance, be sure to use Google Chrome as your browser.

SHORTCUTS

Use this Guide as a checklist to build on your Velocity user skills until you have the foundation set for the Advanced Level.

LIVE ONLINE TRAINING

 


1.   GETTING STARTED WITH VELOCITY

To get started, there are some key basics to get familiar with:

Intro to Your Homepage (Video)

Begin a New Application (Step By Step)  

Application Quick Tips & Tricks* (Live Online TrainingGuide)

Pre-approval (Step-By-Step)

Down Payment (Step-By-Step, Video)

Second Mortgage (Step-By-Step, Video)

Tailor your settings (FAQVideo)  

Set your Calendar options

Sync to Google Calendar (Video)

Find your email tag address

Deals Dashboard Options: Uncheck “New”

Deal Style: Uncheck “Classic View”

Share your Web Application with Clients (Video, Step By Step)

Set Up your Email Signature (Video) 

Download Velocity Mobile from Google Play or the App Store

Create five new applications

 

*Application Quick Tips and Tricks 


2.  INTERMEDIATE TRAINING

Now that you’ve got the basics and have submitted your first five applications, it’s time to get into the fun stuff:

Create a conditions list (Video)

Email conditions list to clients (Video)

Client Portal (Video, FAQ, Step-By-Step)

Upload documents (Step-By-Step) / convert documents to PDF (Step-By-Step)

Manage Statuses – Leads & Deals (Video)

Integrate your calendar (Calendar Video)

Pull Credit Reports (Step-By-Step, Video)

Multiple Mortgage Requests (Step-By-Step)

IMPORT YOUR OWN DATA

Upload your own data into Velocity using The Uploader (Video, Step-By-Step)

AFTER YOUR DATA HAS BEEN IMPORTED

Update your imported data to bring it onto your Dashboard (Video)

Merge duplicate contacts (FAQ, Video)

ENHANCEMENTS 

Discovery - Discover the best possible product for your client (Step-By-Step, Video)

Email Tag Address - Track emails communications in Velocity (Step-By-Step, Video)

EZ Account Access (FAQ, Step-By-Step, Video, Online Training)


3. ADVANCED TRAINING

Ready for more? Let’s put it all together to increase your productivity.

REPORTING

'One-Touch' Reports (Step-By-Step)

MANAGE YOUR CONDITIONS LISTS - SMART / CUSTOM CONDITIONS

Set up Smart Conditions (Video, Live Online Training)

Share Smart Conditions with Office (Step-By-Step)

Create Custom Conditions (Video)

COMPLIANCE FORMS

Compliance Forms (ON) (Video)

Compliance Forms (BC) 

Form 10 (Step-By-Step)

Fixed Credit Disclosure (Step-By-Step)

MPP Quick Quote and Application (Step-By-Step, Video)

Disclosure Documents for a STEP Mortgage (Step-By-Step)

Mortgage Trade Record Sheet (Step-By-Step)

Amortization Schedule (Step-By-Step)

 

COMPLIANCE PACKAGE

Mortgage Broker (Step-By-StepVideo)

Compliance Officer (Step-By-Step, Video)

Admin Account

Admin Account Info (Checklist)

CRM

VELOCITY'S CRM

Communicate using CRM (CRM Step-By-Step) and Workflows (FAQ Step-By-Step) (CRM and Workflows Video))

PUSH TO EXTERNAL CRM 

Push to CRM systems such as Client Manager, Eximius and Nexa (Step-By-Step)

ADVANCED LIVE ONLINE TRAINING SESSIONS

Convert more Leads to Funded Deals (Register for an Advanced Seminar: From Prospect to Funded)

Optimize your Database (Register for an Advanced Seminar: Optimize your Database)


 

HELPFUL INFORMATION

Velocity Training Line: newton.ca/training/getting-started/

Register for online training: newton.ca/velocity/live-online-training/

Training Videos: Newton YouTube Channel

Customer Care: 1-877-626-2022 or customercare@newton.ca 

 

For Training Inquiries:

 

West:

Vivian Martin

tel: 236-889-2362

email: vivian.martin@newton.ca

Michael Masters

tel:604-761-0040

email:michael.masters@newton.ca

East:

Ryan Adams 

tel: 437-855-7437