How to close an account in Velocity?

To attrition an agent from your office, broker owners should follow the process below.

Send in an email to the designated individual (network dependent) with the subject line “Termination Request – username – firm code”.

• DLC or other networks – Click here to send a ticket
• MCC Agents – Click here to send a ticket
• MA Agents –Click here to send a ticket

Specify the date of termination plus any special instructions regarding additional access the agent may require for a period of time.

For example: the agents last day in the office is __, please provide additional access to files for 60 days but remove the ability to submit and pull credit bureaus.

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RECA Document Compliance

For new brokerages in Alberta, or recently audited, please find the attached confirmation letter below for your document storage.