FAQ - Client Portal
Collecting all of your client’s documents is a challenging and time-consuming process with many steps, but it doesn’t have to be! Velocity’s Client Portal simplifies the document transfer process helping to save time & energy on mortgage applications.
It’s SO easy! Simply send your clients a link to the Portal with their Conditions list, and they can click to upload.
Benefits
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
Client Language / Messaging
Get your application in sooner! The document exchange process is faster and easier with the Client Portal.
Do it on-the-go! The Client Portal allows clients to upload documents using their mobile device to take photos, which are auto converted to PDF.
Don’t take risks! The Portal is secure, docs are exchanged just between you and your broker.
How do I explain the Client Portal to my clients?
The Client Portal saves them time & energy sending their docs simplifying the process to get their approvals faster. It’s organized, secure and can be used on any device including their mobile phone.
Do I, as the broker, get to review the docs before they’re sent to the lender?
Absolutely! Once you receive a notification that the docs have been uploaded, you can access the portal to review, split, move and merge them all within Velocity.
Where do I find the Client Portal?
The Client Portal can be accessed when you select a Condition or Document and click Actions > Email Request for Conditions and Document. This will create an email for your client with a link to the Client Portal.
Once your client has uploaded a document you will receive a post to your Message Centre in Velocity as well as an email notification (this can be configured on your Settings Page) where you can click to see their documents.
It is secure?
Yes, The Client Portal is encrypted and secure.
Does the Client Portal store my client’s documents?
No, your clients documents are removed from the Client Portal when you pull them for an application.
Who can access the Portal?
Only you and whoever you provide permission to.
Where do I find training material on the Client Portal?
Training material is available in the Intermediate Training Level of Velocity.
Email conditions list to clients (Post Submission video)
Client Portal (Portal video)
Register for a training Webinar
Recommendations for best practice
If your client chooses to take photos of their docs to upload to the portal, make sure that they eliminate any edges behind the document that might be showing.
Make sure that the photo is focused and clear