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
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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 Training, Guide)
Pre-approval (Step-By-Step)
Down Payment (Step-By-Step, Video)
Second Mortgage (Step-By-Step, Video)
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)
Track Leads (Video, Step By Step Add Lead / Convert Lead)
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)
Client Portal (Video, FAQ, Step-By-Step)
Upload documents (Step-By-Step) / convert documents to PDF (Step-By-Step)
Manage Statuses – Leads & Deals (Video)
Change your Deal Status: Approved, Accepted, Waiting to Close / Funded & Awaiting Payment, Complete
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)
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)
eSign (Video, FAQ, Step-By-Step, 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-Step, Video)
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