Rishabh Gupta

How to Request and Track Client Documents Through the Client Portal Step 1: Open the Conditions and Documents SectionOpen the mortgage deal file and navigate to the Conditions and Documents section...

Step 1: Open the Velocity CRM ConsoleLog in to Velocity CRM and navigate to the CRM Console page. This dashboard provides access to email campaign performance metrics and engagement tracking tools....

 Ready, Set, CompliantWhen 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 Complian...

You now have the ability to import leads, contacts or deals from any spreadsheet!  Step 1. Select Tools > Importer from the Left-Hand Side Bar. Step 2. Select a Data Type – Choose whether you are ...

To submit documents, you must have first submitted your application to the Lender.Step 1: After submitting your application, go to the Conditions and Documents Section, and select the documents you...

In Legacy Version-Once an application is in the status of Submitted you have the option to print under the actions button at the top of the deal page. This will generate a PDF file which can then b...

Step 1: LeadCovert a Lead to a Contact once an application has been started. To do this go into the Contact page and change the drop-down status to Contact. Click here for detailed instructions.  S...

Choose from one of the two options below.Option 1: Entire office new to VelocityAsk your broker owner to see if your office has been previously onboarded. If it has, then the set up process will be...

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 – ...

Step 1: Open the client file in Velocity. Navigate to the Assets, Liabilities, and Properties section. Locate the Properties subsection. Step 2: Enter the client’s existing property information. Ve...