How can I send a Compliance Package from Velocity?

Ready, Set, Compliant

When you’re ready to send in your compliance, you can create a compliance package by following the steps below.

• Check off the box next to each Condition and select the Compliance symbol so that they turn blue

  • Note: You will need to select the compliance symbol both next to the name of the condition (1), and next to each filename (2) within the condition that you want to include in the package.

• Repeat this until you have selected all of the conditions for your Compliance Package.

• After all are selected, click Prepare Compliance on the right side of the top of the Conditions and Documents section.

• You can drag and drop the documents to change the order. When you’re finished click Ready for Compliance.

 

 

• Your compliance status will turn yellow while it awaits verification by the Compliance Officer. You can view or cancel the package, but you can’t make any changes or send the documents out for eSign.

 

Need to make a change? Click to Cancel Package

• After a package is cancelled, you will need to repeat the entire process to send it in again.

Confirmed Compliant

• If your deal is confirmed compliant, you will receive a notification to your email, in your Velocity Message Centre, as well as at the top of your Conditions and Documents section.

Deal is Non-Compliant

• If your deal is non-compliant, then you will receive a notification to your email, in your Velocity Message Centre, as well as at the top of your Conditions and Documents section along with any notes that were written by your Compliance Officer.

 

 

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