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# Newton Connectivity Systems

Automating the Mortgage Process

## Sitemaps

- [XML Sitemap](https://newton.ca/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [News](https://newton.ca/news/)
- [New Lender Alert: SkyCap Financial](https://newton.ca/new-lender-alert-skycap-financial/) - You can now submit mortgage applications directly to SkyCap Financial through Velocity! No Brokerage or Broker/Agent sign up required. What We Do 1st and 2nd mortgages up to 90% LTV (Ontario Only) Flexible Terms from 1-5 years and ability to match term with the 1st so you can refinance at maturity. Funds for any reasonable
- [New Lender Alert: Glengarry Farm Finance](https://newton.ca/new-lender-alert-glengarry-farm-finance/) - We're happy to announce that you can now submit mortgage applications directly to Glengarry Farm Finance via Velocity and Expert. A New Era in Farm Financing Glengarry Farm Finance Unique Fast Accessible Responsive Flexible What We Finance
- [12 Days of Christmas Giveaways](https://newton.ca/12-days-of-christmas-giveaways/) - Our 12 Days of Giveaways promo starts today and we want you to be one of the lucky winners. To enter to win you just need to like (1 entry), comment (2 entries) or share (3 entries) the 12 Days of Christmas posts on Facebook or Instagram. The more you interact, the more chances to win. Each day a different prize
- [Centum Industry Service Provider of the Year, Canadian Mortgage Awards 2020](https://newton.ca/centum-industry-service-provider-of-the-year-canadian-mortgage-awards-2020/) - A big thank you goes out to the CMA Committee for awarding Newton the Industry Service Provider of the Year. We're truly honoured to accept this award. Winning this award is a true culmination of the hard work of the Newton Team and all of our broker and lender partners that have chosen Velocity as their preferred submission
- [Revolutionize Your Process! Introducing Axess Law to Solicitor Direct Connect](https://newton.ca/revolutionize-your-processintroducing-axess-law-to-solicitor-direct-connect/) - We are excited to announce that Axess Law is now a connected law firm available to brokers and agents across Canada through Velocity. Axess Law can service your clients in Ontario, Alberta, and British Columbia, virtually or with in-home service. This integration allows you to refer your clients to the solicitor earlier in the process, enabling
- [Streamline your Mortgage Process: MCAP and RMG Join Velocity for Direct Document Transfer](https://newton.ca/streamline-your-mortgage-process-mcap-and-rmg-join-velocity-for-direct-document-transfer/) - Exciting news! We're thrilled to announce MCAP and RMG as the latest addition to our integrated lenders in Velocity for Direct Document Transfer. Starting today, you can now submit all necessary documentation directly through Velocity, enhancing your experience and making your workflow even more efficient. At MCAP and RMG, we are constantly seeking innovative solutions to
- [Velocity Upgrades & Improvements – 05/24/2024](https://newton.ca/velocity-upgrades-improvements-05-24-2024/) - The May 24th, 2024 Velocity Broker Release includes an enhancement to the selection of Compliance Documents available in French. To access the full version of this week’s Velocity Release Notes, click below. VL-Release-05-24-2024Download
- [Velocity Upgrades & Improvements – 04/16/2024](https://newton.ca/velocity-upgrades-improvements-04-16-2024/) - The April 16th, 2024 Velocity Broker Release includes enhancements to VelocityCRM and Workflows! To access the full version of this week’s Velocity Release Notes, click below. VL-Release-04-16-2024Download
- [Introducing 'One-Touch' Reports](https://newton.ca/introducing-one-touch-reports/) - New Business Is Just 'One-Touch' Away Access your best new business opportunities on demand with Velocity’s new 'One-Touch' Reports. Client birthdays, mortgage anniversaries, term maturities and rate hold expiry dates are available with the click of a button. Phone number and mail lists can also be extracted for action anytime. Never miss another key opportunity to connect
- [Push to External CRM System, Share Your eSign Credits, Add Custom Consent & More](https://newton.ca/push-to-external-crm-system-share-your-esign-credits-add-custom-consent-more/) - The Freedom of (CRM) Choice Although Velocity has an integrated and fully functional CRM System to help you stay connected with all of your clients, we're now giving you the choice to push your submitted deals to your external CRM System. This is available for systems such as Client Manager, Eximius and Nexa. If you
- [Velocity Upgrades & Improvements – 03/29/2024](https://newton.ca/velocity-upgrades-improvements-03-29-2024/) - The March 29th, 2024 Velocity Broker Release includes updates and enhancements to VelocityCRM, Build Reporting, and Compliance Forms. To access the full version of this week’s Velocity Release Notes, click below! VL-Release-05-29-2024Download
- [Velocity Upgrades & Improvements – 03/15/2024](https://newton.ca/velocity-upgrades-improvements-03-15-2024/) - The March 15th, 2024 Velocity Broker Release includes updates to the DocuSign process. This will allow for a seamless user experience. To access the full version of this week’s Velocity Release Notes, click below! Vl_Release_03_15_2024-Download
- [Welcome to the next Level of Mortgage Technology with Velocity and Strive!](https://newton.ca/welcome-to-the-next-level-of-mortgage-technology-with-velocity-and-strive/) - Big news! We're excited to introduce Strive as our newest integrated lender in Velocity for Direct Document Submission. From this moment forward, you can submit documents and application data directly to Strive, enhancing your workflow. Embrace the efficiency of our secure, encrypted direct document transfer – a seamless solution for a swift and confidential process.
- [Velocity Upgrades & Improvements – 02/16/2024](https://newton.ca/velocity-upgrades-improvements-02-16-2024/) - The February 16th, 2024 Velocity Broker Release includes enhancements to the Client Consent Confirmation, and Annual Reports (AR). Key highlights include an enhanced Client Consent Confirmation process with added eSign capabilities, and the ability for brokerages with multiple offices to generate Annual Reports by office. To access the full version of this week’s Velocity Release
- [Introducing Our Newest Team Member: Christina Lacopo!](https://newton.ca/introducing-our-newest-team-member-christina-lacopo/) - We are thrilled to announce the newest addition to the Newton Connectivity Systems family!
- [Celebrating Women in STEM Day with Newton’s Kate Henderson](https://newton.ca/celebrating-women-in-stem-day-with-newtons-kate-henderson/) - The VP of Lender Experience shares valuable advice for women in technology who want to network, grow, and maintain their authentic selves.
- [Velocity Upgrades & Improvements – 01/19/2024](https://newton.ca/velocity-upgrades-improvements-01-19-2024/) - The January 19th, 2024 Velocity Broker Release includes enhancements to VelocityCRM and Annual Reports (AR). We have made additions to CRM so that you can elevate your experience with more automation, allowing for more personalization! We have also made upgrades and additions Annual Reports for provinces that require annual reporting. To access the full version
- [Direct Document Transfer becoming the norm in Velocity!](https://newton.ca/direct-document-transfer-becoming-the-norm-in-velocity/) - Effective today Coast Capital is accepting documents and application data directly from Velocity. Secure, encrypted direct documents transfer replaces email and/or lender document portals for uploading your clients confidential information from your laptop/PC. Find out How Coast Capital joins an expanding group of lenders that receive direct document transfer from Velocity!
- [Velocity Upgrades & Improvements – 11/24/2023](https://newton.ca/velocity-upgrades-improvements-11-24-2023/) - The November 24th, 2023, Velocity Broker Release includes enhancements to the Client Dashboard and Amortization Schedule. We have made updates to the Client Dashboard so your client can see all the information they need, and history of their application, in one place! We have also made improvements to the Amortization Schedule to reflect Fees and
- [Velocity Upgrades & Improvements – 11/10/2023](https://newton.ca/velocity-upgrades-improvements-11-10-2023-2/) - The November 10th, 2023 Velocity Broker Release includes an addition to our Custom Import Tool within the system. We have made updates in Velocity to provide you with all the information right at your fingertips. To access the full version of this week’s Velocity Release Notes, click below! Vl_Release_11_10_2023-1Download
- [Congratulations to our Winners at MPC!](https://newton.ca/congratulations-to-our-winners-at-mpc/) - Thank you to everyone who dropped by our booth at this year's MPC Conference. Congratulations to the 50 brokers who spun the Velocity Wheel, and scored our awesome add-on features, on us. A special congratulations to the 11 brokers who won this years Grand Prize of our Enhanced Bundle fee-free for one year! 🏆🏆🏆🏆🏆🏆🏆🏆🏆🏆🏆 WinnersIlija Maurovski, Anthony
- [Velocity Upgrades & Improvements – 10/13/2023](https://newton.ca/velocity-upgrades-improvements-10-13-2023/) - The October 13th, 2023 Velocity Broker Release includes an enhancement to Merge Tags within Workflows. We have added 15 new Merge Tags within Workflows to give you more opportunity to populate and personalize your emails to clients! To access the full version of this week's Velocity Release Notes, click below! Vl_Release_10_13_2023Download
- [Join us at MPC to Connect, Caffeinate, and WIN!](https://newton.ca/join-us-at-mpc/) - Join us at this years much anticipated Mortgage Professional Canada's (MPC) conference October 15-16, in Toronto! Visit booth 39 to learn how Velocity (for brokers) and Connect (for lenders) can make your life easier and help grow your business! All while enjoying a caffeine kick from our skilled barista. ☕ But that's not all... don't
- [Velocity Upgrades & Improvements – 09/29/2023](https://newton.ca/velocity-upgrades-improvements-09-29-2023/) - The September 29th, 2023 Velocity Broker Release includes a couple of enhancements. We have added a new way to help us stay better connected with you via SMS, and ensure you get all the updates you need… with some perks! We have also made a new addition to your ‘My Day’ Task Manager, making it
- [Velocity Upgrades & Improvements – 09/15/2023](https://newton.ca/velocity-upgrades-improvements-09-15-2023/) - The September 15th, 2023 Velocity Broker Release includes various enhancements! We have updated Lender Notification Emails to streamline responses while giving you all the communication you need. We have also added new Merge Tags within Workflows so you have greater opportunity to personalize messaging to your clients. Last but not least, we have adjusted a
- [Summer is now in full BLOOM! Now lending in Alberta and Prizes!](https://newton.ca/summer-is-now-in-full-bloom-now-lending-in-alberta-and-prizes/) - We are pleased to share that our lender partner, Bloom Finance is now lending in Alberta, in addition to Ontario and British Columbia. Bloom is a Canadian Reverse Mortgage lender that uses technology and customer-centric innovation to deliver simple, seamless financial solutions to 55+ Canadians. To celebrate this milestone, Bloom has announced an exciting “Referral
- [Introducing our Customer Recognition Program](https://newton.ca/customer-recognition-program/) - We are excited to announce the creation of a brand new recognition program within Newton for our key Velocity customers, they are; MVP Council & MVP The MVP Council is an elite group of long term advocates and early adopters of Velocity. They are brought together formally 3-4 times per year to get a sneak peek
- [Newton attains highest Data Security Standard according to PWC](https://newton.ca/newton-attains-highest-data-security-standard-according-to-pwc/) - Price Waterhouse Coopers (PWC), one of Canada’s most recognized accounting and advisory firms has just completed its audit of Newton Connectivity Systems (the owner of Velocity). They have declared us as upholding the highest data/documents security standards with SOC2 Type 1 compliance. The privacy, security and safeguarding of yours and your clients’ data/documents is our
- [New Lender Alert: Calvert Home Mortgage](https://newton.ca/new-lender-alert-calvert-home-mortgage/) - We're happy to announce that you can now submit mortgage applications directly to Calvert Home Mortgage through Velocity! A little about Calvert Home Mortgage Calvert Home Mortgage Investment Corporation is a short-term alternative lender serving Alberta and Ontario markets. Our primary goal is to provide you and your clients with an effortless experience throughout the
- [Industry First Technology Announcement - Solicitor Direct Connect](https://newton.ca/industry-first-technology-announcement-solicitor-direct-connect/) - We are excited to announce our Solicitor Direct Connect through Velocity. This connection gives you the ability to refer your clients to the solicitor earlier, allowing for a faster completion of the mortgage transaction. We have partnered with two best in-class real estate law firms, Spagnuolo & Company LLP, servicing British Columbia, as well as
- [New Lender Alert: Atrium](https://newton.ca/new-lender-alert-atrium/) - We’re happy to announce that you can now submit mortgage applications directly to Atrium through Velocity! A little about Atrium Atrium is a market-leading provider of creative financing solutions to the commercial and residential real estate communities in major urban centers in Ontario, British Columbia and Calgary. Over the last 20 years, Atrium MIC has grown
- [New Lender Alert: Bloom](https://newton.ca/new-lender-alert-bloom/) - We're happy to announce that you can now submit mortgage applications directly to Bloom through Velocity! A little about bloom 🍃 This is the simplest way to access your home equity - lending in BC & Ontario. 🍃 We are a reverse mortgage provider for clients 55+. 🍃 We do all the work for you!
- [Industry Service Provider of the Year Nominee](https://newton.ca/industry-service-provider-of-the-year-nominee/) - By: Erika Kazazian, Director of Communications All of us at Newton Connectivity Systems - Velocity, are honored to be chosen as a nominee for Industry Service Provider of the Year at the upcoming 2023 Canadian Mortgage Awards (CMA)! This is our fourth year in a row as nominee and we are proud to say we
- [Newton & Axiom Announce Connectivity Partnership](https://newton.ca/newton-axiom-announce-connectivity-partnership/) - Newton Connectivity Systems (Newton) and Axiom Innovations (Axiom) are pleased to announce the completion of not one but two major connectivity initiatives between the two companies, effective today. The first enhancement allows mortgage brokers and agents working on Axiom’s Scarlett Mortgage platform to connect directly to all Lenders accessing Newton’s connectivity bridges. Enhancing our connectivity
- [Newton Upgrades CRM Connectivity ](https://newton.ca/newton-upgrades-crm-connectivity/) - With our ongoing commitment to improve experiences for Canadian Mortgage Originators, we have enhanced our VelocityAPI connection to external Mortgage CRMs. If you are a BluMortgage, Jungo, Pipedrive or Zoho customer, or use another provider, your connection just got better. There has been a significant increase in deal, lead and contact data, as well as
- [Velocity and Coast Capital Enhance Connectivity](https://newton.ca/velocity-and-coast-capital-enhance-connectivity/) - We are excited to announce that your Velocity experience with Coast Capital just got better! Effective October 25th, 2022, our new direct connection with Coast Capital allows you to save time and improve efficiency by providing you with the ability to submit all your client documents with your application data. You no longer need to send client documents via email – send
- [Newton's Coming to MPC's National Mortgage Conference!](https://newton.ca/national-mortgage-conference/) - Join us for a specialty coffee and a chance to WIN a Vitamix! Newton Connectivity Systems (Newton) is excited to be at the Mortgage Professional Canada's (MPC) National Mortgage Conference 2022 in Vancouver, BC! Come see us at the Mortgage Expo at booth #10 Sunday, October 16th from 3:00 – 6:00 PM! We will provide
- [Get Onboard with TransUnion](https://newton.ca/transuniononboard/) - TransUnion On-boarding Information DLC / MCC / MA Instructions Download and complete the form below and send to salessupport@transunion.ca with the subject line of “TransUnion Access – Newton – New Subscriber Code”.Membership Support will submit a Work Request and have the code created. If all information is provided (and accurate) code will be delivered to the contact within 48
- [Client Experience Next Generation Survey](https://newton.ca/client-experience-next-generation-survey/) - By Erika Kazazian, Communications Manager Tell us what you think! We want to hear from you! The good and the bad. We value all of our subscribers feedback, and have created a short survey regarding Next Generation for you to complete in 8 minutes or less. The survey will be open for 30 days, Monday August 15th -
- [Introducing Client Experience Next Generation](https://newton.ca/introducing-client-experience-next-generation/) - By: Erika Kazazian, Communications Manager Newton Connectivity Systems (Newton) is excited to announce the much-anticipated launch of Client Experience Next Generation. Client Experience Next Generation is Canada’s most advanced mortgage application and document intake system. Our new experience focuses on making it as easy as possible for your clients to provide the information right up
- [New Lender Alert: Neighborhood Holdings ](https://newton.ca/new-lender-alert-neighborhood-holdings/) - We're happy to announce that you can now submit mortgage applications directly to Neighbourhood Holdings through Velocity. Fair and alternative residential mortgages across British Columbia, Alberta,Manitoba, Ontario, and Quebec. Market-leading pricing and unbeatable service for our Broker partners. Neighbourhood is an alternative lender focused on residential first mortgages across Canada in major urban centers, and
- [Lender Product Menu now available in Velocity!](https://newton.ca/lender-product-menu-now-available-in-velocity/) - Introducing Velocity’s new and improved Lender Product Menu (LPM)! This great new feature allows for a streamlined approach for lenders and their products. The new menu allows you to select your favorite lenders and easily access them by adding to your Quick 6. Additionally, you can choose between Primary and Alternative lenders allowing you to
- [New Lender Alert: Combined Mortgage  ](https://newton.ca/new-lender-alert-combined-mortgage/) - We're happy to announce that you can now submit mortgage applications directly to Combined Mortgage through Velocity. With decades of experience Combined Mortgage is Edmonton’s one-stop shop for mortgage and private lending solutions. We are an independently owned and operated boutique brokerage that helps find the right mortgage or private loans to fit your unique
- [Industry First Technology Announcement - Direct Document Submission](https://newton.ca/direct-document-submission/) - "Our entire Newton staff is absolutely ecstatic to launch an industry first today - one touch secure documents transfer from Velocity to First National’s MERLIN. This simple but transformative advancement will eliminate admin time and get you condition free mortgage approvals faster! First National is the first of Newton’s connected lenders to launch this documents
- [MPP Tools for Ninja Sales Tactics](https://newton.ca/mpp-tools-for-ninja-sales-tactics/) - Plus, Disclosure Documents, Insurance Updates + More MPP - What's New? Go paperless! Clients can complete the MPP application process completely online with designated MPP Hub links now appearing directly in your Velocity application Not sure your clients prefer online vs. the form? Send both! Send a link to the online application together with the PDF and upload portal straight from your Conditions
- [The Next Generation of Reporting is Finally Here](https://newton.ca/the-next-generation-of-reporting-is-finally-here/) - 'Build' Your Future Business Opportunities Create pick 'em style reports to mine your data for new business opportunities. Want to reach out to all of your first time homebuyers, target potential reverse mortgage clients,or send a thank you to your referral partners?Done, done & done! Join us for a DEMO to see how to 'Build' yourself new business. Wednesday, July 7th
- [EasyNOA Website Link Correction](https://newton.ca/easynoa-website-link-correction/) - Ordering Instructions Place your order using the link - https://www.easynoa.ca/velocity/A Velocity Deal Number must be inputted when orderingPlace your order, and a consent form will automatically be emailed to your client, they can sign electronically in minutesWe EasyNOA will fulfill your order in 24 hours or LESS!
- [FREE NOA's](https://newton.ca/free-noas/) - How Does It Work? Instructions Free eSign + EZ Account Access
- [Start Your New Year With Upgraded Training](https://newton.ca/upgraded-training/) - What Are Your 2021 Goals? Enhancing your business practices on your list of 2021 goals?Let us help! With the continued restrictions and limited in-person meetings, what better time to immerse yourself in Velocity's Live Online Training opportunities and transition to contact-less business. Introduction to Velocity & Deal Submission Get some advice from the pros and cut
- [You're Invited to a Sneak Peek: Client Journey 2.0](https://newton.ca/youre-invited-to-a-sneak-peek-client-journey-2-0/) - You're invited for a sneak peek of our new and improved online application, the Client Journey 2.0. We're building the best application experience out there and we can't wait to see what you think. Click on your preferred date below to register. Just a few highlights of the new application: Ability to revisit a previously started application Invite another
- [Two More Days for Free NOA's + Introducing NOA Consent](https://newton.ca/two-more-days-for-free-noas-introducing-noa-consent/) - Two More Days for Free NOA's After 6 months and over 20,000 NOA orders fulfilled, Newton’s free NOA promo is coming to an end at midnight EST on September 30th. As of October 1st, we will be providing an integrated NOA Client Consent and NOA services will be added as a Velocity optional ‘add-on’ service
- [NEW: Direct Texting Live Online Training ](https://newton.ca/new-direct-texting-live-online-training/) - We now return to our regularly scheduled programming:Live Online Training sessions with our highly knowledgable experts are back with a mobile-focused addition. NEW Session: Direct Texting to your clients in Velocity Attending this session will fully set you up to start sending instant or pre-scheduled text messages to clients and track responses all from one location. Register Why Use
- [Masterclass Returns](https://newton.ca/masterclass-returns/) - We hope everyone had a great summer and is ready to buckle down to improve the way that you do business!Nearly a thousand hungry brokers Canada-wide attended the beginning part of our Masterclass series with Julie Jeffrey and walked away with a full plate of new ideas for improved efficiencies. Now, we're back with a bang! This week's topic
- [DEMO: Opta Property Validation Reports](https://newton.ca/demo-opta-property-validation-reports/) - Avoid a full appraisal lender request by qualifying for an AVM with an Opta Property Validation Report. Join us for a demo to learn how to get your deal fast-tracked by providing your lender with an Opta Property Validation Report. On Wednesday, Sept. 1st and 15th, we will be joined by the expert himself, Scott Larter, VP of
- [Exciting CRM and Client Experience Updates](https://newton.ca/exciting-crm-and-client-experience-updates/) - Ready, aim, fire! We've got some new VelocityCRM updates for you with more exact status targeting, increased opportunities to connect, and newly added templates. Also new today, the Client Experience is now tied to Lead creation, and upgrades have been made to the British Columbia and Nova Scotia disclosure documents. Read on to get the deets. VelocityCRM
- [Turn-Key CRM Campaigns](https://newton.ca/turn-key-crm-campaigns/) - Our Gift To You A message from the desk of the Communications Manager: Register for Training In your CRM Campaigns page, click "Create Campaign" to find all of the turn-key ones below just waiting to be published. These have all been set to "Require Approval", so they will show on your Activity Page before sending out.
- [VelocityCRM Go For Launch](https://newton.ca/velocitycrm-go-for-launch/) - Last week we announced that Templates and Audiences are available for you to start setting up your new VelocityCRM. Starting today, you can plug your Templates into your Campaign Editor to prepare for the CRM Campaign go-live date Friday, April 9th. We've given you a week leeway so you can start setting up your campaign without accidentally sending anything out. The Campaign
- [Velocity CRM Sneak Peek Round 2](https://newton.ca/velocity-crm-sneak-peek-round-2/) - Register Template Editor 'Build' Reports
- [Campaign Delivery Countdown](https://newton.ca/campaign-delivery-countdown/) - As many of you have now completed your Nexa import and/or Historical Deals Training, and started the process of building your Templates, our attention turns to Campaigns. We are continuing to add more options to the Campaigns menu as you begin to build your filters, selections, and create matches to your Audience Lists. The next step (launching Friday, April 16th) is for the Campaigns to go-live
- [Watch The Recorded Sneak Peek Sessions](https://newton.ca/watch-the-recorded-sneak-peek-sessions/) - Prepare Your Historical Deals For The New CRM Click below to sign up to attend our historical deals training session on how to work with your imported deals. Register
- [Prepare Your Imported Deals For The New CRM](https://newton.ca/prepare-your-imported-deals-for-the-new-crm/) - Let's Get Ready Register Other New Live Online Training Sessions Velocity Demo Sign Me up! Client Experience Let's Do It
- [Best Product / Innovation & Best Service Provider of the Year Awards](https://newton.ca/best-product-innovation-best-service-provider-of-the-year-awards/) - It's a Clean Sweep For Newton The Team here at Newton is super thankful to have taken home not one, but two awards in recognition of our accomplishments in 2020 including the Industry Service Provider of the Year Award (Canadian Mortgage Awards) and the Best Product / Innovation of the Year (Mortgage Awards of Excellence). For us, this is social proof
- [New Lender Alert: OZ Capital](https://newton.ca/new-lender-alert-oz-capital/) - Submit Private Mortgage Applications Directly to OZ Capital Lending At OZ Capital, we provide versatile solutions and flexible financing. We understand that every situation is unique in its challenges and thus requires enhanced focus and dedication in order to provide a confident direction to a resolution. We ensure the process will run as smooth as possible by being
- [Newton Is Giving Back -  Have You Got Access To Free eSign Yet?](https://newton.ca/newton-is-giving-back-have-you-got-access-to-free-esign-yet/) - In case you haven't heard, Newton is giving back the best way we know how - with job enhancing technology. We understand the challenge that most people are currently facing without access to scanners or printers at home, and we want to help. In an effort to encourage you and your clients to stay home safe , we're
- [Client Experience Demos](https://newton.ca/client-experience-demos/) - Curious About The Client Experience? Join Us For A Demo Completed applications and supporting documents together as oneFaster, condition-free approvalsImproved experience for your client Better relationship building with your lender Sign Up For A Demo I'm in! Sign me up!
- [New Lender Alert: Gingko MIC](https://newton.ca/new-lender-alert-gingko-mic/) - Submit Private Mortgage Applications Directly to Ginkgo MIC Register for Webinar Mortgages We Do Property Types We Lend On Geographic Lending Area Why Us? Gingko MIC
- [From Battle to Bracelets - Powered by TransUnion & Newton](https://newton.ca/battle-bracelets-powered-transunion-newton/) - FROM BATTLE TO BRACELETS We are announcing the start of our new relationship with TransUnion! Velocity users now have a choice of credit reports! "An object in motion tends to remain in motion along a straight line unless acted upon by an outside force". We're that force!We are disrupting the status quo, in partnership with
- [We have an App for that!](https://newton.ca/we-have-an-app-for-that/) - Click to Get Started with Velocity YOUR NEWTON TEAM IS NOW MOBILE! Drop by booth #14 for a sneak peak at our new Velocity App. Keeping in contact with your entire database has never been easier!
- [Velocity Enhanced Bundle](https://newton.ca/velocity-enhanced-bundle/) - All Your Favourite Add-Ons for One Monthly Price Effective August 1st, 2021, Velocity has 2 inclusive plans: Essentials Enhanced Save $1000’s each year by bundling these important Add-on services! Our New Enhanced Bundle is for those Essential customers that desire a high volume, single payment plan for larger quantities of Add-On Services. You can register
- [eSign Cancellation Button Plus MPP and Dashboard Updates](https://newton.ca/esign-cancellation-button-plus-mpp-and-dashboard-updates/) - This week's system updates include eSign and MPP improvements, Dashboard Pre-Approval column upgrade, plus a Prince Edward Island Disclosure to Borrower form. eSign Updates Ability to cancel a previously sent request directly from your Communication History section eSign UI updates to the signing status As of Aug. 1st, eSign credits will be available as part
- [Velocity Summer Camp](https://newton.ca/velocity-summer-camp/) - Hey there, Campers! Come have some fun and take a break from the sun with the Velocity Summer Camp. What a doozy this past year has been. You all deserve a summer of fun and adventure, so your counsellors have made sure to jam-pack your productive summer activities with plenty of adventure-themed rewards. Click here to meet
- [Pioneer West - We are Your Constant Financial Helper](https://newton.ca/pioneer-west-we-are-your-constant-financial-helper/) - Sub-Prime Equity Lending Available A Private Equity Lending Corporation and Licensed Mortgage Brokerage in Alberta and British Columbia with over 35+ years of service. Calgary/ Prairie Divisional Office Main: 403-457-2858Toll-free: 1-888-822-0288Fax: 403-457-2855Email: alberta@pioneerwest.com Vancouver/Head Office Main: 604-987-1420Toll-free: 1-877-987-1420Fax: 604-987-1460Email: info@pioneerwest.com
- [FREE Add Ons & NOA Fulfillment Promo Extended](https://newton.ca/free-add-ons-noa-fulfillment-promo-extended/) - Plus, New Velocity Enhanced Plan Take advantage of continued FREE Add-On services until July 31st! Many of you have enjoyed a full 15 months of savings that we have been pleased to support since the beginning of the pandemic. On August 1st eSign, EZ Account Access (Bank Account Linking), SMS/Text integration and Opta Property Validation reports will be available for purchase in both small
- [New Lender Alert: Fraction](https://newton.ca/new-lender-alert-fraction/) - We're happy to announce that you can now submit mortgage applications directly to Fraction. Fraction has recently launched in British Columbia and Ontario with Canada's first Appreciation Mortgage! Fraction’s interest rate is based on the appreciation of the home over the term.There is a minimum annual interest rate of 3.49% and a cap of 7.99% if the
- [Speaking Out for Positive Change](https://newton.ca/speaking-out-for-positive-change/) - From Kate Henderson & Geoff Willis:
- [Various Exciting CRM Updates and Bulk CASL Opt In](https://newton.ca/various-exciting-crm-updates-and-bulk-casl-opt-in/) - We've got some new updates for you including the ability to opt your clients in for CRM Communications in bulk, as well as the introduction of the new VelocityCRM Homepage, and added filters to the Activity page. Read on to get the deets. Bulk CASL Opt In You can now opt your clients in to receive CRM
- [It's Time To Transition](https://newton.ca/its-time-to-transition/) - In order to make room for the new VelocityCRM, we're sunsetting the old Velocity CRM Campaigns as of Thursday, June 24th. If you used these old campaigns as part of your client communication process, make sure to copy the information over to a new CRM Template, and set up a Campaign. Sign up for our weekly Live Online
- [New Lender Alert: Desjardins](https://newton.ca/new-lender-alert-desjardins/) - We're happy to announce that you can now submit mortgage applications directly to Desjardins through Velocity. It's All About People The 120-year-old Desjardins Group is a cornerstone in trusted Canadian banking with the largest regional presence in Quebec and an emerging one in Ontario. Serving over 7.5 million clients and members, they are the only
- [Homeowner’s Insurance Mortgage Condition - Satisfied](https://newton.ca/homeowners-insurance-mortgage-condition-satisfied/) - A message from the desk of Geoff Willis: Email: geoff.willis@newton.caPhone: (416) 620-2694 or (604) 657-9195
- [Centum Industry Service Provider of the Year Award](https://newton.ca/centum-industry-service-provider-of-the-year-canadian-mortgage-awards-2021/) - Canadian Mortgage Awards 2021
- [CRM Help](https://newton.ca/crm-help/) - Need Help Setting Up Your New CRM? Importing your Nexa dataUpdating your imported data to opt in for CRMSetting up your Templates and CampaignsCreating your Audience Lists Get Help
- [New Lender Alert: Secure Capital MIC](https://newton.ca/new-lender-alert-secure-capital-mic/) - Your trusted private mortgage lender Secure Capital Why Choose Secure Capital? Our team has more than 50 years of combined experience in managing mortgage investments as well as structuring, closing and enforcing residential and commercial mortgages.No matter what type of deal you’re looking for, we can get it approved! We provide alternative lending solutions to
- [EXTENDED: Triple Header Promotion](https://newton.ca/extended-triple-header-promotion/) - Take Advantage of Free eSign, EZ Account Access & Direct Text Messaging Whoever said that three’s a crowd obviously hadn’t heard of this promotion. As our gift of gratitude to thank you all for your continued support, we've decided to extended our Triple Header Promotion until June 30th, 2021. If you've already previously entered the promo codes,
- [Free, Unlimited Access to eSign](https://newton.ca/free-unlimited-access-to-esign/) - Starting today, in order to help Mortgage Brokers and their Clients stay at home and remain safe, Newton will be offering free unlimited access to eSign until June 30th, 2021. We understand the challenge that most people are currently facing without access to scanners or printers at home, and we want to help.Not only do you
- [Free, Unlimited EZ Account Access](https://newton.ca/free-unlimited-ez-account-access/) - Access Client's Bank Statements Easier Than Ever Before Triple Header Promotion What's EZ Account Access? It’s Convenient! Clients can access multiple F.I.’s and accounts using only one link on any device.It’s secure! EZ Account Access uses the best in class technology of the leading financial data gateway provider in Canada (Flinks.io).It’s built right into the Velocity Client Portal and integrated in
- [Templates Training](https://newton.ca/templates-training/) - Get Started With Templates Plus CRM Campaigns Timeline Last week we announced that Templates and Audiences are available for you to start setting up your new VelocityCRM.In order to start sending campaigns on the go-live date, you're going to need templates. Check out the video below to learn how. Make sure to take a peek at our VelocityCRM Campaigns timeline
- [NEW Templates and Audiences](https://newton.ca/new-templates-and-audiences/) - Start Building Your Templates and Audiences Register for Training VelocityCRM Templates VelocityCRM Audience Click below to see a list of the 5 recommended steps to get you ready for VelocityCRM. 5 Steps To Launch
- [Join Us For The CRM Launch](https://newton.ca/join-us-for-the-crm-launch/) - Launch day is almost here and we wanted to let you know that we will be hosting two Facebook Live events in early April to celebrate and showcase the new system. The presentation will take you through what to expect with this out-of-this-world new system, followed by an open Q&A with top level Newton Executives. Click on
- [New CRM Landing Page](https://newton.ca/new-crm-landing-page/) - The new VelocityCRM is just weeks away from launch, and in order to keep you in-the-know we've created a centralized landing page that you can refer to for all CRM related information. Make sure to keep checking back on the page for updates as we get closer to the date! The page includes all of the following
- [Important Customer Care Update: Please Read](https://newton.ca/important-customer-care-update-please-read/) - Dear Beloved Brokers, You may have noticed that our regular best in class Customer Care turnaround time has been slipping as of late. We have too, and we are taking steps to get back to delivering our normal response times.As we work through an unprecedented volume of enquiries we are asking for your help in
- [Password Reset Required](https://newton.ca/password-reset-required/) - Hello Mortgage Brokers! Reset Password
- [Did You Miss The CRM Sneak Peek?](https://newton.ca/did-you-miss-the-crm-sneak-peek/) - Catch The Recording New, Game Changing CRM As mentioned in the recording, the new system will incorporate5 key touch points for client relations.
- [Sync To Your External CRM System](https://newton.ca/sync-to-your-external-crm-system/) - Introducing API OUT - Sync To Your External CRM System Plus, Credit Bureau Reports Eliminate data entry into your selected CRM from each new application originated in VelocityOver sixty data points included in the callPopulates contact details together with resident and employment histories for every applicantObtain both subject and non-subject property details for properties owned
- [New Lender Alert: Lendmore Financial](https://newton.ca/new-lender-alert-lendwise-financial/) - Lendmore Financial Lendmore Financial powered by DLC Bedrock Financial Group Lic 12275
- [Sneak Peek Of Our NEW CRM System](https://newton.ca/sneak-peek-of-our-new-crm-system/) - Sign Me Up
- [Better, Faster, Stronger](https://newton.ca/better-faster-stronger/) - Newton is proud to announce that the following enhancements will be waiting for you when you login this morning. Speed Improvements Conditions and Documents Section Improvements Dashboard Improvements Disclosure Document Addition
- [Our Gift of Thanks](https://newton.ca/our-gift-of-thanks/) - The Velocity Elves Have A Gift For You This year we've saved brokers... $300 000 in TransUnion savings$180 000 in eSign savings$100 000 in EZ Account Access savings Instructions: In order to activate this awesome promotion, be sure to enter the promo code for both eSign and EZ Account Access. If you've already entered it for
- [New Lender Alert: WealthONE](https://newton.ca/new-lender-alert-wealthone/) - Lending Areas Lending Specialties Business for Self – Use of business income, mortgages in a holdco.High net worth individualsInvestors with multiple rentals – unlimited doorsIndividuals who have foreign income (China & Hong Kong);Our New to Canada Program can help both recent arrivals (i.e. Permanent Residents) or those holding Work Permits
- [MPP Form Templated for eSign + Collect Documents Via SMS](https://newton.ca/mpp-form-templated-for-esign-collect-documents-via-sms/) - What did we get you for Christmas, you ask?The gift of time. Allow this memorable scene from a film we all loveto remind you why we do what we do Happy Holidays from all of us here at Newton
- [Velocity Community Member Gift](https://newton.ca/velocity-community-member-gift/) - Join the Community What Is VCS?
- [Introducing Pipeline Reports](https://newton.ca/pipeline-reports/) - Pipeline Reports Keep track of your month by month volume more easily than ever before in Velocity. Office and brokerage admin have full access to their firm's volume statistics Sort by agent and month to view the data by lender, status, mortgage amount, product and closing date Export report as a CSV5 years worth of reports Click here for more info
- [Text Directly From Velocity](https://newton.ca/text-directly-from-velocity/) - Velocity and Twilio have teamed up to bringyou programmable SMS Communication history tracking and important client information stored in a centralized location Increased read rate and faster response timeUse of your full keyboard and avoid annoying auto-correct errorsChoose your own designated SMS phone number FREE of charge Training Info
- [New Lender Alert: Tekamar Mortgage Fund Ltd.](https://newton.ca/new-lender-alert-tekamar-mortgage-fund-ltd/) - Submit Residential, Construction, Vacant Land and Commercial Mortgage Applications Directly to Tekamar Mortgage Fund Ltd. We're happy to announce that you can now submit mortgage applications to Tekamar Mortgage Fund Ltd. directly through Velocity and Expert. Tekamar Mortgage Fund Ltd. has been providing financing solutions to clients since 1979. Originally lending in the Shuswap and Okanagan
- [Velocity Community and Support Facebook Group](https://newton.ca/velocity-community-and-support-facebook-group/) - Learn From Your Peers Join The Community Register for a Live Online Training session to have all of your questions answered by one of our trainers.
- [New Lender Alert - Brightpath Capital](https://newton.ca/new-lender-alert-brightpath-capital/) - Lending Niche Higher LTV deals: 1sts to 80% LTV and 2nds to 90% LTV on both purchases and refisSmall town lending: properties that are within 50kms of a city of 50,000 populationHigh debt ratios: no debt servicing requirement Mortgage arrears and power of salesRenovations and flips Brightpath Capital
- [Canada's Top Mortgage Assistant](https://newton.ca/canadas-top-mortgage-assistant/) - Nominate Your Deserving Assistant Today Let the nominations begin! Nominate
- [New Advanced Search and Property Validation](https://newton.ca/new-advanced-search-and-property-validation/) - Plus, The First Steps Towards Open Architecture With Developer Focused VelocityAPI Advanced Search Function Search results will be ordered by closing date and categorized by deal, contact and lead for ease of navigationUse the Advanced search function to search by phone #, holding company, lender reference #, subject property address or current address, email, etc. Property Validation Developer Focused VelocityAPI Get your own online
- [Mortgage System Comparison Chart](https://newton.ca/mortgage-system-comparison-chart/) - The Power of Choice We're really happy to see that you have a choice in your mortgage operating system within the Canadian marketplace. Having options is essential and it is within that power of choice that improvements for the good of everyone are made. We’ve accomplished a lot these past couple of years and we're ecstatic to share some
- [Templated Compliance Documents for eSign & Client Journey Updates](https://newton.ca/templated-compliance-documents-for-esign-client-journey-updates/) - Here at Newton we work hard as a team to continually make updates and improvements to our system in order to provide the most seamless experience possible for brokers and agents. Besides the listed improvements below, we currently have some major projects underway that we will be introducing in the near future. You ask, we deliver! If you have any
- [Catch a Velocity Demo and Register for an Account](https://newton.ca/register/) - Live Online Demo Join us for an opportunity to learn all about Velocity and what it can do for your business in one of two live online demos run by our VP of Broker Experience, Kevin Dear. We're going to be giving away $100 Keg gift cards to a couple of lucky attendees. Draw will
- [Updates to New Deals Category on the Dashboard and the New Applications Ribbon](https://newton.ca/updates-to-new-deals-category-on-the-dashboard-and-the-new-applications-ribbon/) - Dashboard Changes – New Applications New Deals will now show new applications only (previously it displayed applications that weren’t assigned to a user)All previously unassigned applications will be auto assigned to the agent on fileIf you had previously chosen to “hide” the New Deals category, it will now be automatically applied to your Dashboard Increased Functionality to
- [Gmail Connect](https://newton.ca/gmail-connect/) - Now connecting your Gmail account to Velocity is easier than ever before! More Info
- [New Lender Alert - MCF Mortgages](https://newton.ca/new-lender-alert-mcf-mortgages/) - You can now submit directly to MCF Mortgages through Velocity and Expert MCF Mortgages has been a 1st mortgage equity lender since 1975! We pride ourselves on our “outside the box” way of thinking to get your deals done. Our philosophy is really quite simple – We lend on the equity, not the client! Best of
- [Equifax Changes Going Live Sept. 14th](https://newton.ca/equifax-changes-going-live-sept-14th/) - A Message From Equifax: New Mortgage Inquiry Process Starts September 14, 2020 • Starting September 14, 2020 Equifax will be requiring ALL lenders to have an identifying Member Number in order to continue to receive files from brokers.• Only brokers who have signed amended contracts will be able to obtain credit files through industry connector
- [Triple Header Promotion](https://newton.ca/triple-header-promotion/) - Free, Unlimited TransUnion Credit Reports, eSign and EZ Account Access Whoever said that three's a crowd obviously hadn't heard of this promotion We're excited to offer free and unlimited access to three amazing assets for the balance of 2020 for all of our amazing broker partners. All you have to do is input a promo
- [Down Payment Upgrade, Printable Mortgage App Shortcut & More](https://newton.ca/down-payment-upgrade-printable-mortgage-app-shortcut-more/) - Down Payment Upgrade More Info Printable Mortgage App Shortcut Other Updates
- [Save Big with Free Credit Bureaus In Velocity](https://newton.ca/free-credit-bureaus/) - Free Credit Bureaus for the Balance of 2020 You will now see the following onscreen reminders in Velocity to help support and remind you to take advantage of this great promotion for the balance of 2020. TransUnion credit reports are becoming more widely accepted with Mortgage Lenders.The following onscreen warning will appear if you try
- [New and Improved Online Application Form - Client Journey](https://newton.ca/clientjourney/) - Available In Both English & French Forget The Boring Old Form Fill-In, Take Your Clients On A Journey! Don't make your first interaction with a new client a tedious data exchange where you ask them to repeat their SIN number 5 times. We've improved the online application experience with a new intuitive journey that your clients will want to
- [Introducing Althub - Canada’s Leading Alternative Mortgage Marketplace](https://newton.ca/introducing-althub-canadas-leading-alternative-mortgage-marketplace/) - Althub connects Brokers and Lenders in a secure, anonymous, digital space to submit and bid on Alternative Mortgage Deals. For Lenders Find optimal applications to bid on that match your lending criteria Connecting you with the entire Broker population across Canada, Althub is the best business development tool for alternative lenders. Submit single or multiple
- [A message from Kevin Dear (VP of Broker Experience) Filogix and Lender Submissions on Velocity](https://newton.ca/a-message-from-kevin-dear-vp-of-broker-experience-filogix-and-lender-submissions-on-velocity/) - Dear Agents, We hope you are doing well and staying safe at home with the current situation we are facing. In light of what is happening with Filogix, we wanted to let you know that Velocity is fully operational and our team is working hard to ensure an optimal experience. Lenders are currently experiencing issues
- [Equifax Announcement - Important Industry News](https://newton.ca/equifax-announcement-important-industry-news/) - "Mortgage Industry 2020" - Equifax Micro-Site Equifax has launched a microsite called “Mortgage Industry 2020” to outline their planned changes over the coming months to address the concerning issue of access to consumer credit files by mortgage originators without appropriate consent and safeguarding oversight. Key Dates
- [Address Auto-Fill, Subject Property Improvements & Credit Bureau Reports](https://newton.ca/addressautofill/) - Plus Other Reporting Enhancements Address Auto-Fill Subject Property Details address auto-fill This is just the first step towards address automation!All address sections on the deal screen are scheduled to be automated in the coming futureThe Subject Property Details section has also been re-organized for ease of entry Credit Bureau Reports More info Other Reporting Updates You can
- [New Lender Alert: RESCO](https://newton.ca/new-lender-alert-resco/) - Submit Private Mortgage Applications Directly to RESCO Mortgage Investment Corp. Newton is proud to announce that you can now submit deals directly to RESCO Mortgage Investment Corp. via Velocity and Expert. Send us your Residential 1st and 2nd Mortgage Deals! R: READY, WILLING AND ABLE to lendE: EXCEPTIONAL SERVICE to our broker partnersS: SOLUTIONS-ORIENTED APPROACH to get deals
- [Introducing Client Experience](https://newton.ca/clientexperience/) - Combined Online Application and Document Portal What do you get when you take two great things and combine them into one? Something amazing. We have a lot of people that love the Client Journey, and the Client Portal is our #1 most used asset. So what was missing from this awesome equation?The ability to work
- [New Lender Alert: WestCan Mortgage Solutions](https://newton.ca/new-lender-alert-westcan-mortgage-solutions/) - Submit Private Mortgage Applications Directly to WestCan Mortgage Solutions Newton is proud to announce that you can now submit applications directly to WestCan Mortgage Solutions via Velocity and Expert. Dubbed “Your Small Town Lender”, WestCan Mortgage Solutions Inc. lends in many small places where traditional lenders will not. We also like big towns too! Servicing British
- [New Lender Alert: Kokanee Mortgage](https://newton.ca/new-lender-alert-kokanee-mortgage/) - Submit Private Mortgage Applications Directly to Kokanee Mortgage "If the town has a Tim Hortons, we'll probably lend there." Kokanee Mortgage
- [French Language Additions](https://newton.ca/french-language-additions/) - Client Portal and Credit Bureaus in French Client Portal Client Portal Instructions Credit Bureau You will now find an option to select French when you go to pull credit. Credit Bureau Instructions Got Questions?Reach out to Customer Care1-877-626-2022customercare@newton.ca
- [New Lender Alert: Hillmount Capital](https://newton.ca/new-lender-alert-hillmount-capital/) - Submit Private Mortgage Applications Directly to Hillmount Capital Hillmount Capital Hillmount Capital works to ensure that clients get the service they need to bridge a gap and move the purchase, refinancing, or construction of a property forward. Private lending you can trust. About Hillmount Capital Hillmount Capital is a private non-bank lender that provides mortgages, alternative
- [Canada’s Leading Alternative Mortgage Marketplace Is Now Open For Business](https://newton.ca/canadas-leading-alternative-mortgage-marketplace-is-now-open-for-business/) - Submit To Althub Today As of today, you can now put your alternative deals up for bid via Velocity or Expert in order to get the best rate and term possible for your client. How does it work? Simply, choose Althub from the lender drop down and submit as you normally would. Althub connects Brokers
- [Client Portal Receives A Facelift - Plus The Ability To Resend eSign Requests](https://newton.ca/client-portal-receives-a-facelift-plus-the-ability-to-resend-esign-requests/) - In the first step towards building an improved client experience, the Client Portal has been given a makeover to make it tighter and brighter (hint: more to come!). What's New? Glow up – a brand new look and feel that matches the Client Journey unifying your client facing assets Customizable – Add your own logo and instructional notes (via the Velocity Profile Page)More
- [Scotiabank eSign Update](https://newton.ca/scotiabank-esign-update/) - Scotiabank Now Accepting eSignatures The service provider should have a proven record of experience in the electronic signature industry without security failures or breaches.The end to end signing process and related document storage should be secure and follow data protection industry standards.If the signed document is stored by the service provider, the retention period should
- [eSign Improvements For The MPP Form](https://newton.ca/esign-improvements-for-the-mpp-form/) - Update To eSign For MPP FormX Marks The Spot When given an option to choose between two boxes such as with the MPP Form, a new multi-option Radio Button has been added that places an X in the box of signer's choosing while leaving the other one blank. Afraid they'll miss it? Make it required - even
- [Become A Video Conferencing Pro - Zoom For Everyone](https://newton.ca/become-a-video-conferencing-pro-zoom-for-everyone/) - Great Client Interactions Don't Have To Be In-Person With the ‘new normal’ of serving clients from a distance, Newton is helping you deliver as close to a face to face experience as possible, regardless of your submission platform of choice. This short video series takes you through 3 easy steps that will turn you into a
- [Velocity Can Now Connect To Your Email](https://newton.ca/velocity-can-now-connect-to-your-email/) - You Ask, We Deliver You can now set your client facing emails sent from the system to display your own email address in the 'From:' field instead of noreply@newton.ca. We had many requests for this and we just wanted to let you know that we heard you, and we're here to deliver. Further Instructions This customization applies to
- [New Lender Alert - Antrim Investments](https://newton.ca/new-lender-alert-antrim-investments/) - How to Submit a Deal Simply choose Antrim from the lender menu in Velocity or Expert. Our friendly and knowledgeable underwriters are standing by to help you structure the deal. Call us today at 604.530.2301 or 416.898.5692Toll Free 1.888.550.6039Applications can be submitted viaEmail: applications@antriminvestments.comFax: 604.530.2185Toll Free Fax: 1.855.550.6039
- [Equifax Announcement](https://newton.ca/equifax-announcement/) - Today Equifax has launched a microsite called “Mortgage Industry 2020” to outline their planned changes over the coming months to address the concerning issue of access to consumer credit files by mortgage originators without appropriate consent and safeguarding oversight. Key Dates and Actions; By April 4th an Enhanced Broker Credit Report will be launched to
- [Velocity Reaches $4 Billion In Monthly Submissions](https://newton.ca/velocity-reaches-4-billion-in-monthly-submissions/) - Velocity has reached a new record and we have you to thank for that. It is only through your continued support and feedback that we've managed to turn the system into the preferred submission platform that it is today. March 2019 we were celebrating a record of $1 billion in monthly submissions and we are eternally
- [New Lender Alert: Moskowitz Capital](https://newton.ca/new-lender-alert-moskowitz-capital/) - You can now submit directly to Moskowitz Capital through Velocity and Expert Moskowitz Capital provides non-traditional mortgages that allow individuals and businesses to capture lucrative opportunities that far exceed the cost of capital. What sets us apart from other sources of funds is that we are a ‘storybook lender’, meaning we listen to your story
- ['My Day' - Daily Task Manager on Steroids Plus Amped Up Modern View](https://newton.ca/my-day-daily-task-manager-on-steroids-plus-amped-up-modern-view/) - Learn All About 'My Day' We know how busy your days can get so say hello to ‘My Day’ where you can view and manage all your day-to-day tasks! In conjunction with the calendar in Velocity, My Day offers you a detailed list of all the tasks you have for the day organized in the different topics they fall
- [Senator Colin Deacon on Open Banking, How to Win the Fight for Consumer Trust and more](https://newton.ca/senator-colin-deacon-on-open-banking-how-to-win-the-fight-for-consumer-trust-and-more/) - Senator Colin Deacon on Enabling Innovation Through Open Banking Seasoned entrepreneur and independent Senator Colin Deacon discusses the merits of open banking and what it means to put Canadians in control of their data. Listen to the episode Read more Read more Other Worthy Reading Material
- [New Lender Alert - First Source](https://newton.ca/new-lender-alert-first-source/) - You can now submit directly to First Source Mortgage Corp. through Velocity and Expert. First Source is an Ontario Private Lender providing financing commonly up to $15 million and larger for property and projects in the Greater Toronto Area and surrounding urban areas. Since 2007, First Source has been supporting mortgage brokers, real estate advisers,
- [CMBABC Innovation Award](https://newton.ca/cmbabc-innovation-award/) - Congrats Kevin Dear! Please join us in congratulating our very own Kevin Dear on winning the CMBABC Innovation Award. "Thank you to the CMBABC and everyone who voted. It's an honour to accept this award on behalf of myself and my colleagues. The future of Canadian Mortgage Brokering is moving towards being more and more
- [New Training Page](https://newton.ca/new-training-page/) - Intuitive, Self-Guided Training Adopting Velocity as your go-to submission platform has never been easier than with our gamified, interactive Training Page (see video below).This new page lays out the different topics and levels of training in an easy-to-follow, recommended order.In a rush and need to jump ahead to learn how to create an MPP form or input a second
- [eSign YouTube Live Training Sessions (Feb 27)](https://newton.ca/youtube-live-training-sessions/) - Velocity's Coffee Break Training Sessions are back with eSign! In the time that it takes to have a coffee break, we'll teach you how to get your final approval faster with simple, built-in digital signatures. The Sessions will touch on the following Get your deal done faster by avoiding printers and scannersCollect signed documents easily with email updates along the waySigned, sealed and delivered! Signed
- [MorWEB Retirement Announcement](https://newton.ca/morweb-retirement-announcement/) - MorWEB has officially taken its final bow and is no longer available for submissions and updates. Users will still be able to login, view deals, do CRM system extracts and complete funding as well as reports until November 1st, 2018. In order to help you with the transition, all of your data should have been imported
- [MPP 2.0](https://newton.ca/mpp-2-0/) - New MPP Quick Quote Enhancement Velocity is making it as easy as possible to get MPP quick quotes, submit an application and view the total payment breakdown Insurance Sales Made Simple Pull MPP Quick Quotes right within the Mortgage Request to improve your insurance sales to payment focused clients. A new Payment Summary section has been added to the Mortgage Request which clearly breaks
- [We’ve Grown 10x in 12 Months to cross $1 Billion in Monthly submission volume!](https://newton.ca/10x-in-12months/) - We are ecstatic that Mortgage Brokers and Agents across Canada have embraced Velocity and helped us cross this critical first hurdle of $1 Billion in monthly submissions this past March, says Geoff Willis from Newton. The ability to submit to all lenders (since June 2018) has been a game changer for Velocity. A secure client
- [Homes for El Salvador](https://newton.ca/homes-for-el-salvador/) - El Salvador has recently suffered from severe poverty, natural disasters, and civil war. As a result, many have been left without a home. Alta West Capital is partnering with Shelter Canada to build 30 homes for impoverished people in El Salvador. Newton is supporting this effort by matching all donations up to $2500. In April of 2018
- [Newly designed Velocity Help Centre!](https://newton.ca/newly-designed-otto-help-centre/) - Velocity has a newly designed Help Section to assist you with both introductory and advanced operating processes. Visit the new Help Section down the left side of your navigation bar. The section is filled with valuable “How to” information. It’s fast, easy to navigate, and user-friendly. A great new addition is the Keyword search. Search
- [Updates & Enhancements](https://newton.ca/updates-enhancements/) - DISCOVER THE TOP PRODUCTS FOR YOUR CLIENT WITH DISCOVERY Plus Share Apps with Authorized Associates, Delete Assets & Liabilities En Masse and A New Declined Deals Dashboard Column DISCOVERY - "The Match.com for Mortgages" Starting today you can DISCOVER the top products for your clients with just the click of a button. For instructions, click here. "Brokers who have been dreaming
- [Record Breaking News](https://newton.ca/record-breaking-news/) - 4000 + New Submissions / $1.75 Billion "Thanks to our thousands of Velocity users that helped us hit a new milestone in September with over 4000 mortgage submissions and $1.75 BILLION in volume." "This represents a new high water mark for Newton in monthly volume and a 15 fold increase in the last 12 months." -
- [Canadian Mortgage Trends - Industry Moving Towards Open Banking](https://newton.ca/canadian-mortgage-trends-industry-moving-towards-open-banking/) - EZ Account Access & Flinks "Imagine not having to manually provide income and down payment documents on all of your prime mortgage applications, but rather a process that handles that automatically." - Canadian Mortgage Trends (CMT) With Velocity's EZ Account Access and Flinks, this dream has been a reality since Oct. 2018! Robert Mclister commented
- [Just in time for the holiday season, some fantastic Velocity updates for you!](https://newton.ca/just-in-time-for-the-holiday-season-some-fantastic-otto-updates-for-you/) - Have you seen Velocity's new 'quick win' templates? These are ready-to-go email marketing templates that you can send to your database, beautifully designed and ready to send at the click of a button. There are a number of templates to choose from and send to your database such as: Let's Stay in Touch, Season's Greetings,
- [Big News! Velocity Updates!](https://newton.ca/big-news-velocity-updates/) - Your Velocity, Your Way! We have updated your system overnight with the following exciting upgrades! Compliance Documents New to Velocity are the following documents for provincial compliance: BC Form 9 - Lender Disclosure Statement Ontario Disclosure to Borrow – Line Of Credit Ontario Investor Lender Disclosure Renewal Waiver of Waiting Period A new Generic Client
- [Start Your New Year With A New Training System](https://newton.ca/start-your-new-year-with-a-new-training-system/) - Give us an hour and we’ll get you submitting Our updated training page runs on an interactive, high speed train where you can ride one of three lines stopping at any location of interest. Each stop is a training topic supported with videos, written instructions, FAQ’s and other helpful content. The Velocity Train is a great mode of
- [New Lender Alert - Welcome Union Capital Lending](https://newton.ca/new-lender-alert-welcome-union-capital-lending/) - Newton Connectivity Systems is proud to announce that you can now submit directly to Union Capital Lending through Velocity. Union Capital Lending is an alternative lender specializing in Residential and Commercial Properties in the GTA and Urban Centres. Union Capital uses an equity based underwriting approach to provide fast and efficient funding.For more information, read below or click to
- [Changes to eSign](https://newton.ca/changes-to-esign/) - eSignLive has made some system updates and as a result you will find changes to the way you access the settings, change to capture signature, duplicate a signature field, etc. Click the link below for instructions on these changes. eSign Changes eSign Training Materials Follow our Step-By-Step Guide to start using eSign today Check out our FAQ page and find
- [Velocity & Your CRM Connect](https://newton.ca/velocity-your-crm-connect/) - You Asked, We Delivered Step up to a better submission platform with Velocity and we’ll automatically push your deal submissions to your network provided CRM system. Starting today, you have the ability for every new lender submission from Velocity to transfer your client information to your Client Manager, Nexa, or Eximius CRM system just as it does when you submit on Expert.
- [eSign Language Options -Now Available In Multiple Languages!](https://newton.ca/esign-language-options-now-available-in-numerous-languages/) - Now, when you send documents to your clients to sign, they will have a language option in the top right corner. By clicking the Language drop down menu, they can select their language to have the signing instructions and signature fields translated. Please see the list of language options in the image below. Click below
- [DISCOVER the best product for your clients in a few simple steps](https://newton.ca/discover-the-best-product-for-your-clients-in-a-few-simple-steps/) - Register below for one of our upcoming Discovery Live Online Training Sessions The benefits of using DISCOVERY Filter Your Results Narrow your results by adding filters based on your client profile. The filters are split into 3 sections, Client, Product and Property. Can't find the filter you want? check out the 'Advanced filters' for more
- [Summer Cash Contest Winners](https://newton.ca/summer-cash-contest-winners/) - We want to thank everyone for their support during our Summer Cash Contest. We've had over 7000 submissions since our contest started in mid June, making it a %170 increase compared to this time last year. First prize: $1500 goes to Karen Millington of MCC Estate Mortgage Inc.Second prize: $750 goes to Harman Sidhu at Blue Pearl Mortgage Group Inc.Third prize:
- [New & Improved ON, BC & AB Disclosure Forms](https://newton.ca/new-improved-on-bc-ab-disclosure-forms/) - We’ve completely revamped the Ontario and British Columbia Fixed Credit Disclosure Documents based on your feedback to make them more familiar and user friendly.We've also added a Fees + Costs section to the Alberta Disclosure Document allowing agents to fully specify and disclose every part of the mortgage process to their clients Click for BC Compliance instructions including the
- [Introducing Co-Brokering](https://newton.ca/introducing-co-brokering/) - You Asked, We DeliverCo-Brokering Is Now Available In Velocity The highly anticipated Co-Broker option has arrived. Need to send a deal to an agent in another office to gain access to a lender? You now have the ability to do that. A Co-Broker button has been added to the Lender portion of the Mortgage Request section next
- [Summer Contest - We're Giving Away $2500](https://newton.ca/summer-contest-were-giving-away-2500/) - Cool down your summer with some cold, hard cash. We're giving away three cash prizes to Velocity users and all you have to do to win is your job. Starting Monday, June 17th, every submission in Velocity will enter your name in a draw to win BIG. First prize: $1500Second prize: $750Third prize: $250 The draw will be done Friday, August 30th,
- [Tips & Tricks of the Mortgage App - YouTube Live Training Sessions](https://newton.ca/tips-tricks-of-the-mortgage-app/) - 'Hankey's Helpful Hints' Tuesday, April 2nd Velocity's Coffee Break Training Sessions are back with the first addition of 'Hankey's Helpful Hints' on the top 5 FAQs of the Velocity mortgage application. We asked our Customer Care and Training Departments the top learning curves of the Velocity Mortgage Application and are going to be sharing them with you in what promises to be the most useful 20
- [eSign](https://newton.ca/esign/) - Get Your Final Approval Faster with Simple, Built-In Digital Signatures Significantly minimize the time and effort involved in getting important documents signed. Signed documents are automatically loaded back into your application where you can click to review before sending them off to the lender. Benefits Get your deal done faster by avoiding tedious technology like printers and scanners. Collect
- [Announcement: Changes to Your 'Actions' In Velocity](https://newton.ca/announcement-changes-to-your-actions-in-velocity/) - Submit to Expert Button Has Been Retired Effective today, the Submit to Expert action button has been removed in Velocity. We thought it was redundant now that you can submit to every lender directly from Velocity. For those of you that may still have a need to push an application to Expert post submission
- [Uploading Your Data Into Velocity Couldn't Be Easier](https://newton.ca/uploading-your-data-into-velocity-couldnt-be-easier/) - Introducing The Uploader! Got a one-off deal that you want to get in right away, some deals that didn't make it in the initial transfer, or looking to improve your Contact List from old CSV files or Excel spreadsheets? Want all of your Expert CSV data imported and auto mapped in Velocity? Introducing The Uploader!
- [UserX](https://newton.ca/userx/) - Velocity has taken a major leap enhancing our training and user experience with the launch of our interactive, pop-up instructions referred to as UserX. This digital training feature allows the user to take the wheel driving around on a self-guided tour of Velocity.
- [EZ Account Access](https://newton.ca/ez-account-access/) - Fulfilling the most challenging approval condition (down payment) just got easier! With our secure online banking portal, clients can access their various accounts from every major financial institution on any device. Lender-accepted down payment confirmation is just a few clicks away with EZ Account Access. Benefits It’s Convenient! Clients can access multiple F.I.’s and accounts
- [Client Portal](https://newton.ca/client-portal/) - Tired of the tedious and time-consuming process of collecting client’s documents? Us too! That’s why we’ve created the Client Portal. Velocity’s Client Portal simplifies the document transfer process helping to save time & energy on mortgage applications. It’s an easily navigable online portal where clients can securely upload docs from any device. They can
- [Submit to All Lenders](https://newton.ca/submit-to-all-lenders/) - We’ve been waiting for this, and it finally happened... Velocity can now send broker applications to virtually every lender that Expert can. Velocity delivers Brokers and Agents the power to manage your mortgage business with one integrated system to all lenders. Save up to 40% on joint credit bureaus Receive Lender updates directly into your Velocity Dashboard. Eliminate printed
- [Newton Welcomes TD Canada Trust](https://newton.ca/newton-welcomes-td-canada-trust/) - After a complex and detailed integration project we can make it official to every current and soon to be Velocity broker or agent that effective today, you can submit applications to TD Broker Services directly from Velocity. From this day forward when you select TD as your lender in Velocity, your only submission option
- [Pull your Credit Bureaus via Velocity!](https://newton.ca/pull-your-credit-bureaus-via-velocity/) - For the last 24 hours, Expert has been unable to provide the essential utility of accessing Equifax credit bureaus. Unfortunately this has transpired just as many mortgage lenders announced rate increases. Please be advised that both Equifax and Trans Union credit bureaus are available to users of Velocity. We have had no service interruption
- [Alternative Facts in Mortgage Brokerage](https://newton.ca/alternative-facts-in-mortgage-brokerage/) - We have all read and listened to arguments out of the US about “alternative facts”. A well referenced quote by the late US Senator Patrick Moynihan who passed on in 2003 is relevant today; “Everyone is entitled to his/her own opinions, but not his/her own facts.” In the mortgage business we are regarded as loose
- [Fisgard + Velocity = Faster Approvals!](https://newton.ca/fisgard-velocity-faster-approvals/) - Fisgard + Velocity = Faster Approvals! Submit through Velocity and have your deal move up to top of the underwriting queue! With the next round of B20 guidelines heading our way private/alternative lenders such as Fisgard have never been this busy. Significantly increased volumes typically results in longer turnaround times when deals are submitted via
- [Safeguarding Your Data, Privacy & Consent Terms](https://newton.ca/safeguarding/) - Attention: All Canadian Mortgage Brokers & Agents This letter’s purpose is to draw your attention to how committed Newton is to safeguarding your data, protecting privacy and acting only on expressly provided consents when sharing data with third parties. We demonstrate this commitment by providing all Mortgage Brokers and Agents with an explicit Privacy Policy
- [Celebrating our 2000th User!](https://newton.ca/celebrating-2000th-user/) - Velocity is Rocketing Away! Celebrating our 2000th User Increasing Your Sales | Reducing Your Costs | Improving Your Clients Experience Take my business to the next level Learn Why Velocity is a Powerful Solution For Your Business TransUnion Is Now Live Users now have a choice! Save up to 35% on the cost of your
- [MPP - Get Your Quotes Instantly - Simple!](https://newton.ca/mpp-get-quotes-instantly-simple/) - Why Sell MPP to Your Clients Get your clients protected right away. The first 30 days of coverage are completely FREE! Give your clients the gift of future flexibility…. MPP is 100% portable from Lender to Lender and Property to Property. MPP says “Yes”! MPP will offer some form of Life and Disability insurance to everyone
- [We're Connected!! Equity Financial Trust](https://newton.ca/connected-equity-financial-trust/) - We're Connected!! Submit your deals directly to Equity Financial via Velocity today! Take Greater Control of Your Busness! Submit directly to Lender partners via Velocity: The top 3 lenders represent close to 50% market share AND they speak directly back to your Velocity Dashboard! About Equity Financial Trust Equity Financial Trust is very
- [More More More!! (Submit Directly and Easily!)](https://newton.ca/submit-directly-easily/) - Great News!! We added more lenders in your arsenal! Submit directly and easily to Oppono! Oppono Lending Company dedicates 7 days a week in ensuring our brokers and agents receive the quickest closing times and the best customer service in the business! We specialize in the GTA area (but will consider other areas) with a
- [More Lenders in your arsenal!](https://newton.ca/more-lenders-in-your-arsenal/) - Great news!! As of June 6th, we are adding more lenders in your arsenal! Submit Directly and Easily! As of June 6th, you are able to submit to the following lenders directly: The top 3 lenders represent close to 50% market share AND they speak directly back to your Velocity Dashboard! More Lenders are coming soon!
- [Great new enhancements to Velocity are on their way!](https://newton.ca/great-new-enhancements-velocity-way/) - On Monday May 15th, you will see some great enhancements to Velocity all in preparation for your direct submissions to lenders. This upgrade will allow you to have the option of choosing a different application view called Classic View. This give you a look that you will all be “familiar” with. You are in the
- [D+H Monopoly: Officially Over](https://newton.ca/dh-monopoly-officially/) - It’s been a long time coming but D+H finally has real competition for Expert, the system that over 90% of brokers use to send applications to lenders. DLC Group, a subsidiary of Founders Advantage Capital Corp., has purchased D+H’s competitor, Marlborough Stirling Canada Limited (MSC), for $5.5 million. MSC produces MorWeb software, a web-based order-entry
- [Track everything in ONE system! Including LEADS!](https://newton.ca/track-everything-in-one-system-including-leads/) - Track everything in ONE system! Including LEADS! Another great feature in Velocity 2.0 is the ability to track ALL things related to your business. Even with as little as a name and contact detail, you can create LEADS to track on your DEAL DASHBOARD and in your Velocity Calendar…..which also syncs to a Google Calendar.
- [Velocity's brand new 'Upgraded Validator' for mortgage applications](https://newton.ca/ottos-brand-new-upgraded-validator-for-mortgage-applications/) - We have launched a new enhancement to your Velocity application to make it easier to validate your submissions to Expert and/or Morweb. We call it the Upgraded Validator! Its purpose is to help you isolate and act on adding the required fields that Expert and/or Morweb require in order to submit your applications. This new
- [Making use of 'tags' in Velocity - Velocity Mortgage Systems](https://newton.ca/making-use-of-tags-in-otto-otto-mortgage-systems/) - Making use of 'tags' in Velocity - Velocity Mortgage Systems Watch the video below to learn how to use 'tags' in Velocity to streamline your communication. Velocity's custom tags allow you to create a searchable history of communication pertaining to each specific deal - you'll never lost another valuable piece of info again! More questions?

## Pages

- [Welcome to Newton](https://newton.ca/)
- [Politique de confidentialité](https://newton.ca/politique-de-confidentialite/)
- [Privacy Policy](https://newton.ca/privacy-policy/)
- [Learn more about Velocity](https://newton.ca/learn-more-about-velocity/)
- [Join Our Team](https://newton.ca/join-our-team/)
- [Broker Bridge](https://newton.ca/broker-bridge/)
- [Connect](https://newton.ca/connect-suite/)
- [Contact](https://newton.ca/contact/)
- [AI Essentials Training](https://newton.ca/ai-essentials-training/)
- [Velocity](https://newton.ca/velocity/)
- [Terms of Service](https://newton.ca/terms-of-service/)
- [Peut-être plus tard](https://newton.ca/peut-etre-plus-tard/)
- [Velocity3](https://newton.ca/velocity3/)
- [Maybe Later](https://newton.ca/maybe-later/)
- [AML Fintrac Requirement Training](https://newton.ca/aml-fintrac/)
- [CRA Document Retrieval](https://newton.ca/cra-document-retrieval/)
- [Visez-or](https://newton.ca/visez-or/)
- [Gold Rush](https://newton.ca/goldrush/)
- [Live Online Training](https://newton.ca/velocity/live-online-training/)
- [Developers](https://newton.ca/developers/)
- [Supplier API](https://newton.ca/developers/supplier-api/)
- [Lenders](https://newton.ca/lenders/)
- [Brokers](https://newton.ca/brokers/)
- [Velocity Lunch and Learn](https://newton.ca/velocitylunchnlearn/)
- [Upcoming Training](https://newton.ca/upcmoming-training/) - [zoom_list_meetings per_page="5" filter="no" category="getting-started" type="past" cols="3"]
- [My Bookings](https://newton.ca/events/my-bookings/) - CONTENTS
- [Tags](https://newton.ca/events/tags/) - CONTENTS
- [Categories](https://newton.ca/events/categories/) - CONTENTS
- [Locations](https://newton.ca/events/locations/) - CONTENTS
- [Events](https://newton.ca/events/) - CONTENTS
- [Accessible Customer Service Policy](https://newton.ca/accessible-customer-service-policy/)
- [Calculators](https://newton.ca/velocity/features/calculators/)
- [Client Experience](https://newton.ca/velocity/features/client-experience/)
- [Build Your Pipeline](https://newton.ca/buildyourpipeline23/)
- [About](https://newton.ca/about/)
- [Client Experience](https://newton.ca/client-experience/) - Next Generation Advance Look After registering, you will receive a confirmation email containing information about joining the webinar.
- [Summer Camp](https://newton.ca/summer-camp/)
- [Link Lender](https://newton.ca/link-lender/)
- [Servicing API](https://newton.ca/developers/servicing-api/)
- [CRM](https://newton.ca/crm/)
- [Lender API](https://newton.ca/lender-api/)
- [Conditions d'utilisation](https://newton.ca/conditions-dutilisation/)
- [ProductAPI](https://newton.ca/developers/productapi/)
- [Link API](https://newton.ca/developers/link-api/)
- [Condensed Training Sessions](https://newton.ca/condensedtraining/)
- [Virtual Lender Roadshow](https://newton.ca/virtual-lender-roadshow/)
- [Testimonials](https://newton.ca/velocity/testimonials/)
- [Testimonial Archive](https://newton.ca/velocity/testimonial-archive/)
- [EZ Payroll](https://newton.ca/ez-payroll/)
- [Ez Training](https://newton.ca/ez-payroll/ez-training/) - Follow our Step-By-Step Guide to help get you up and running with EZ Payroll
- [Cheminement du client](https://newton.ca/cheminement-du-client/)
- [Link](https://newton.ca/link/)
- [Discovery](https://newton.ca/velocity/features/discovery/)
- [Features](https://newton.ca/velocity/features/)
- [Level Up](https://newton.ca/level-up/) - Gary has been conducting this high-performance mortgage training with a select number of Brokers and Agents over the last few weeks by telephone with rave reviews (see sample below) and we think the timing is perfect to offer this content in a live face to face setting! This will be a jammed packed session starting
- [Coffee-testing](https://newton.ca/coffee-testing/)
- [velocity makes your mortgage business better!](https://newton.ca/velocity-makes-your-mortgage-business-better/) - We’ll show you how It’s beneficial for you to submit to every lender from Velocity rather than Expert. To enjoy an easier, secure client document transfer process (from any device) with our Client Portal. To obtain lender approved down payment confirmations the first time with our integrated client accessible banking portal. To collect digital authorizations
- [Notification - Velocity Login Issue](https://newton.ca/notification-velocity/) - We are aware of an issue affecting logins to Velocity. We will continue to provide additional updates as this incident develops. We are working to resolve this issue as soon as possible. If you are experiencing service issues, there is no need to open a support ticket at this time. Thank you for your patience
- [Link Lender Training](https://newton.ca/link-lender-training/)
- [Scheduled Upgrades](https://newton.ca/scheduled-upgrades/) - We are upgrading our systems! We are performing maintenance on our MorWEB and Link Lender systems this weekend. The maintenance is scheduled between 12:00 AM EST Saturday Dec. 9th to 11:59 PM EST Sunday Dec. 10th, 2017. During the maintenance window there will be no connectivity to our Link Lender and Broker Link systems. In
- [Velocity Training](https://newton.ca/velocity-training-old/)
- [Member Login](https://newton.ca/member-login/)
- [Products](https://newton.ca/products/)
- [Help](https://newton.ca/help/)

## Training

- [Client Consent for Credit](https://newton.ca/training/getting-started/client-consent-for-credit/) - There are two kinds of consent: ONLINE consent and SIGNED. Online Consent ONLINE consent is given by clients who apply online, when they tick the boxes to consent to Credit and CASL (and any other, custom consent a brokerage may choose to add). When clients give online consent we send an email to them that
- [AI Integrations](https://newton.ca/training/advanced/ai-integrations/) - Velocity offers integrations with ChatGPT, Claude Anthropic and Google Gemini. See the video guides below for steps on setting up your connection. Choose one or more! Then continue down to learn how to use AI in Velocity. Get Connected Connect with Claude Anthropic: Connect with ChatGPT: Connect with Gemini: Will my data be used to
- ['Build' Custom Reporting](https://newton.ca/training/advanced/build-custom-reporting/) - ‘Build’ Your Future Business Opportunities Create pick ’em style reports to mine your data for new business opportunities. Filter your results into a CRM Audience List with just one click and start to send out targeted campaigns. Want to reach out to all of your first time homebuyers, target potential reverse mortgage clients,or send a thank you to your referral partners?Done,
- [Extract Reports](https://newton.ca/training/advanced/reports/) - Velocity has 4 types of reports: One-Touch Reports – Keep track of your database and find new business opportunities by pulling Contact, Deal, Birthday, Maturity or Anniversary Reports.Pipeline Reports – Sort by agent and month to view pipeline reports by lender, status, mortgage amount, product and closing date.Production Reports - View week, month and year-to-date volume reports by Agent, Associate, Lender of Referral Partner.Build-Custom Reporting – reach out to all
- [Lender Product Menu](https://newton.ca/training/getting-started/lender-product-menu/) - Introducing Velocity’s Lender Product Menu! This great feature allows for a streamlined approach for lenders and their products. How? Click View Lenders & Products in the Mortgage Request Section under Lenders Add to your Quick 6 by searching by Lender name, or expand Prime, Alternative, or Other Lenders and select the star. To pick a
- [Track Leads](https://newton.ca/training/getting-started/track-leads/) - A lead is a future / potential client. Find out how to covert a lead to an application.
- [Direct Document Submission](https://newton.ca/training/intermediate/direct-document-submission/) - Discover our growing list of Lenders which you can submit documents to directly: How? To submit documents, you must have first submitted your application to the Lender. After submitting your application, go to the Conditions and Documents Section, and select the documents you wish to submit. Click Actions > Submit Documents. To see past document
- [Property Validation](https://newton.ca/training/intermediate/property-validation/) - Step-by-step Instructions 1. To add your address, navigate the Subject Property Section of your deal, and start typing to populate. 2. Click Validate. 3. In the Matching Properties List, select the agent whose credits you wish to use and click Validate! 4. The subject property information available will auto-fill in the application, highlighted in green.
- [AML - Electronic IDV](https://newton.ca/training/getting-started/aml-electronic-idv/) - If your client does not have 3 years of active Canadian credit and you’re not able to meet them in-person, ensure your compliance with AML requirements by using IDV to provide electronic verification, right from Velocity! We’ve teamed up with Fastkey to provide secure, efficient and affordable IDV. 1. In the Conditions and Documents section,
- [Upload / Convert Documents](https://newton.ca/training/intermediate/upload-convert-documents/) - If your clients didn't use The Client Portal but you have their documents saved somewhere, you can easily upload them to your Conditions and Documents section and convert them to PDF. Watch the quick video to learn how to drag and drop documents.
- [TransUnion](https://newton.ca/training/getting-started/transunion/) - To pull a credit report in Velocity, choose TransUnion from your Vendor drop-down menu when you pull your credit report within the Assets, Liabilities and Properties section of your deal. TransUnion is now accepted by 75% of lenders and we hope to make it 100% soon. The following onscreen warning will appear if you try
- [Credit Bureau](https://newton.ca/training/getting-started/credit-bureau/) - Pulling credit in Velocity is easy! If you experience any error message pulling credit, please contact customercare@newton.ca, 1-877-626-2022
- [Prepare your Imported Data / Historical Deals (Opt in for CRM)](https://newton.ca/training/velocitycrm/update-your-imported-data-opt-in-for-crm/) - Once your data has imported, you will be able to find it on your Historical Deals page. If you need guidance on importing data, check out our Custom Import Tool Custom Import Tool In order to activate your imported data for CRM, or have it display on your active Deals Dashboard, you will need to
- [Update Your Imported Data & Opt-In for CRM (Historical Deals)](https://newton.ca/training/advanced/imported-data/) - Once you have imported your data, you will be able to find it on your Historical Deals page Important to note Your imported data will not go to your Dashboard until you update the status on the Historical Deals page (see quick video above for instructions). In order to submit or pull credit off of
- [Second Mortgage](https://newton.ca/training/getting-started/second-mortgage/) - Second mortgages are input differently than first mortgages in Velocity. Watch the quick video for everything you need to know.
- [Down Payment](https://newton.ca/training/getting-started/down-payment/) - Watch the quick video to see the different ways of adding down payment. Step-by-step guide There are two ways to add down payment From a dollar amount or percentage of the purchase price Divided by the different sources Option 1: Input the down payment as a dollar amount or percent of the purchase price. Choose
- [eSign](https://newton.ca/training/intermediate/esign/) - Clients can sign documents on-the-go from any device significantly minimizing the time and effort involved, allowing you to get your final approval faster! Why eSign? Electronically Accelerate the document signing process and get your deal done faster! Collect documents and get signatures with significantly less effort than ever before using the Client Portal and eSign. Signed, sealed, delivered! Clients sign and
- [Manage Deal Statuses - From Lead To Complete](https://newton.ca/training/intermediate/manage-statuses/) - Watch the quick video and read the Step-By-Step instructions to learn how to go from a prospective lead to a funded deal and properly update your deal statuses.
- [Discovery](https://newton.ca/training/getting-started/discovery/) - DISCOVER in a few simple steps the best products for your client.
- [Client Portal](https://newton.ca/training/intermediate/client-portal/) - Clients can upload on-the-go from their mobile camera role and all docs are auto-converted to PDF. The uploaded docs appear directly in your Velocity deal minimizing steps as you won’t have to download, save, or upload them. From there you’ll then be able to edit them as you see fit and send to the lender. Just a
- [Intro To Your Homepage](https://newton.ca/training/getting-started/sync-your-calendar/) - Watch this quick video to learn how to navigate your Home Screen, Left-Side Menu Bar and access the Help Centre. Legacy Version:
- [Input A New App](https://newton.ca/training/getting-started/begin-new-app/) - This video will guide you through entering an application in Velocity.
- [Co-Broker](https://newton.ca/training/getting-started/co-broker-participants/) - There are two ways to co-broker a deal in Velocity depending if it’s an agent within your office, or outside of it. See our video guide and steps for more information. Within your office Outside of your office
- [EZ Account Access (collect client's bank statements online)](https://newton.ca/training/intermediate/ez-account/) - Clients can access their various account statements from every major financial institution on any device to gather up to 12 months' worth of bank statements. Why Use EZ Account? It’s Convenient! Clients can access multiple F.I.’s and accounts using only one link on any device. It’s secure! EZ Account Access uses the best in class technology of the
- [Add-On Services](https://newton.ca/training/intermediate/enhanced-bundle-add-on-services/) - Velocity has teamed up with cutting-edge technology providers and is pleased to offer you several Add-on Services including EZ Account Access, Twilio SMS and Property Validation, all aimed at streamlining the mortgage process for you and your clients. EZ Account Twilio SMS Property Validation Reports Step-by-step instructions for purchasing individual Add-on Services: You may purchase any of our Add-on
- [Connect Your Email](https://newton.ca/training/intermediate/connect-your-email/) - You can now set your client facing emails sent from the system to display your own email address in the 'From:' field instead of noreply@newton.ca We had many requests for this and we just wanted to let you know that we heard you, and we're here to deliver. Which Email Server Do You Use? Microsoft
- [Account Registration / Termination](https://newton.ca/training/getting-started/account-registration-termination/) - New to Velocity? Choose from one of the two options below. Option 1: Entire office new to Velocity Ask your broker owner to see if your office has been previously onboarded. If it has, then the set up process will be much faster. If it hasn't, please have your broker owner send in an inquiry
- [AML – PEP Declaration, Risk Assessment and Screening](https://newton.ca/training/getting-started/aml-pep-declaration-risk-assessment-and-screening/) - Velocity has integrated the mandatory PEP Declaration, AML Borrower Risk Assessment and Sanctions Screening into your application process. PEP Declaration
- [AML – Admin Settings](https://newton.ca/training/broker-owners/aml-admin-settings/) - In compliance with AML regulations, all applications submitted to lenders are now checked for a completed AML Risk Assessment. Applications without completed Risk Assessments will be prompted with a soft stop to complete one before proceeding. As a Brokerage or Office Admin, you can turn this into a hard stop by removing the option that
- [Tax Documents Request](https://newton.ca/training/intermediate/tax-documents-request/) - Turbocharge Your Applications With Efficient Document Collection and Rock-Solid Security! *This is for Velocity MVP's only as we are testing the pilot and gathering feedback* To Get Started please Register Now to create your FastKey account and start turbocharging your applications! Instructions for your client How to Sign up for CRA If you already have
- [Compliance Package (For Agents)](https://newton.ca/training/advanced/compliance-package-for-broker/) - Velocity gives you the ability to assemble a complete compliance package and upload it into one, consistently ordered document! This allows for a quick and seamless review by the Compliance Officer, reducing the time it takes to release earned commissions.
- [Custom Import Tool](https://newton.ca/training/advanced/custom-import-tool/) - How 1. Select Tools > Importer from the Left-Hand Side Bar. 2. Select a Data Type - Choose whether you are importing deals, contacts or leads. 3. Select or add a new data source - Select Add a Data Source, enter a name for your source, and click Add. 4. Upload your data - Click
- [Completing a Client Experience](https://newton.ca/training/client-experience/completing-a-client-experience/) - Our Client Experience focuses on making it as easy as possible for your clients to provide the right information up front. More complete applications = faster approvals Canada’s Most Advanced Mortgage Application and Document Intake System Includes: Transparent Client Security Client Friendly & Mobile Responsive Integrated Income Confirmation Secure Account Connections Address Pre-fill Smart Rules
- [Overview](https://newton.ca/training/velocitycrm/overview/) - VelocityCRM is designed to help you grow your business, and maintain strong relationships with clients - effortlessly! Whether it's leveraging your existing client database for new opportunities or expanding your reach to find prospects, VelocityCRM equips you with the essential tools for success. Say hello to a more efficient, productive, and profitable future with VelocityCRM.
- [Build Your Pipeline](https://newton.ca/training/velocitycrm/build-your-pipeline/) - A How To Guide On Using Velocity’s Reporting Engine To Effectively Engage Your Clients! Did you know that you're six times more likely to do business with previous clients? We have put together a brochure that demonstrates all the ways you can work your existing database within Velocity's CRM platform to maximize your opportunity. Items
- [Campaigns](https://newton.ca/training/velocitycrm/crm-campaigns/) - Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday. Want to send a targeted campaign to your realtors or referral partners? No problem! Want to send out a monthly newsletter to all contacts? Done! It's
- [Audience Lists](https://newton.ca/training/velocitycrm/velocitycrm-audiences/) - Create your audience lists to start sending your beautiful templates. Create a list of all contacts to start sending out monthly newsletters, or make a refined list for a more targeted audience (e.g. realtors or solicitors). Create An Audience - Step-By-Step In your Velocity account, click VelocityCRM on the left side menu bar Click Audience
- [Templates](https://newton.ca/training/velocitycrm/velocitycrm-templates/) - In order to start sending out CRM Campaigns to clients, first you’re going to need a template. The template is the content within the campaign that's going to be sent your clients. You can choose to use one of the gorgeously designed, turn-key templates and insert your logo to make it your own, or you can
- [Broker Owner Workbook](https://newton.ca/training/broker-owners/broker-owner-workbook/) - We provide the tools to make your brokerage shine bright and attract even brighter brokers This workbook is a practical guide for creating effective brokerage processes. Organized into three sections: Qualitative and Quantitative, Values, and Efficiencies, aiming to elevate your brokerage, enhance business and attract top talent. OwnersU_WorkBookDownload Workbook
- [Consolidated Importer Tool](https://newton.ca/training/getting-started/consolidated-importer-tool/) - 1. The first step to importing your deals is to export your data from Expert: Log into your Expert account Select Tools > Extract to CRM Under Application check the Application box Select the specific dates Click Search Check off Select All Unlocked Records Scroll to the bottom of the page and select Extract Type and choose Consolidated Select the desired files Select Extract to
- [Console Page](https://newton.ca/training/velocitycrm/console-page/) - Velocity’s CRM allows you communicate and build relationships with your customers, and the console page allows you to keep track of the impact this is making on your business! Email Campaign Snapshot This displays what has been Sent, Opened, Clicked and Unsubscribed. Email Campaign Summary This displays email statuses and their counts for each campaign.
- [Text Directly from Velocity](https://newton.ca/training/velocitycrm/velocitycrm-direct-texting/) - Why Use Direct Texting? Communication history tracking and important client information stored in a centralized location Increased read rate and faster response time Use your full keyboard and avoid annoying auto-correct errors Choose your own designated SMS phone number SMS is available for purchase through our Enhanced Bundle, or individually. For more information and instructions on purchasing, click here! How To set up your Twilio SMS phone number:
- [Solicitor Direct Connect](https://newton.ca/training/intermediate/solicitor-direct-connect/) - Why Solicitor Direct Connect? Make your referrals earlier Increases security Updates during the conveyancing process Open communication between both parties, all from one system Faster completions of your mortgage transactions Find out more How 1. In the Condition and Documents section of your deal, click Add/Upload Conditions 2. Select the Solicitor Condition and click Add Condition 3. Expand the
- [Direct to Solicitor (Documents)](https://newton.ca/training/intermediate/direct-to-solicitor/) - How 1. In the Condition and Documents section of your deal, click Add/Upload Conditions. 2. Select the Solicitor Condition and click Add Condition. 3. Expand the Condition to add their information, or if your solicitor is already a contact, this will pre-fill for you! 4. Select Mark as Opened > Submit Documents. 5. Select the
- [Modern or Classic Deal Screen View](https://newton.ca/training/intermediate/modern-or-classic-deal-screen-view/) - Velocity has two different deal screens that you can choose from, the Classic and Modern view. Classic View looks a lot like Expert for those brokers who have a hard time acclimatizing themselves to something new. Modern View allows you to save time and improve efficiencies through all of it's advanced features! You can easily switch from
- [Velocity Calculator: Scenario Builder](https://newton.ca/training/advanced/velocity-calculator-scenario-builder/) - The Scenario Builder allows you to run and compare scenarios quickly and efficiently, providing even more exceptional service to your clients. Compare mortgage rates, terms, payment frequencies, and amortization during your client consultations. How (step-by-step instructions) 1. Click the Calculators button in the top right menu bar, and select Scenario Builder. 2. Enter the mortgage
- [Two-Factor Authentication](https://newton.ca/training/getting-started/two-factor-authentication/) - How to Enable Two-Factor Authentication: 1. Log into your Velocity account and access your Membership Information Page 2. Select Two-Factor Authentication (Disabled) under Useful Links 3. Type in your cellphone number, and select enable 4. Once enabled, you will receive a text confirmation You will receive a 7-digit code every time you log into your Velocity account.
- [Holiday Mailers](https://newton.ca/training/advanced/holiday-mailers/) - Stand out to your client's during the holidays by mailing them a greeting card. Save time by creating labels instead of handwriting each envelope.
- [Email Conditions List](https://newton.ca/training/intermediate/email-clients-list/) - How 1. In the Conditions & Documents section of the deal, add conditions into your application by clicking Add/Upload Conditions and selecting them from the list. 2. Check off the conditions you want to request, then click Actions. 3. Under the Client Portal heading, choose to send the request by email or SMS, and click
- [Setting up Your Online Application](https://newton.ca/training/client-experience/setting-up-your-online-application/) - Find out how to setup and add your online application link to your email, social media's and website to get more applications!
- [Client Experience Templates](https://newton.ca/training/client-experience/client-experience-templates/) - In preparing an outbound Client Experience for email distribution to a client(s) we now provide templates streamed by application purpose – buying a home, refinancing a home, or renewing a mortgage. These templates help streamline the process of creating the outbound email and are considerate of the documents that the client(s) will need to provide
- [Smart Rules](https://newton.ca/training/client-experience/intuitive-document-requests-smart-rules/) - Smart Rules are documents automatically requested that are tailored to every individual customers application. The document requests are generated based on the answers your client provides throughout their application. We have done the hard work for you! Smart Rules have been built for all the most common scenarios and are ready to go for all
- [Client Talking Points Brochure](https://newton.ca/training/client-experience/client-talking-points-brochure/) - We have created a guide with the main benefits and the best ways on how to position them with your clients. Speaking to your clients at any point before or during the application process allows for more complete applications. This will also give your clients a peace of mind on what they are providing you.
- [Join The Community](https://newton.ca/training/getting-started/join-the-community/) - Learn From Your Peers The best people to answer your questions are the ones that have already asked them. For this purpose we’ve created a platform to help foster peer to peer discussions and support. Join the new Velocity Community and Support (VCS) Facebook group and let’s get chatting! Join The Community We'd love to have you
- [Delete/Cancel an Application or Contact](https://newton.ca/training/intermediate/delete-cancel-a-deal-or-contact/) - There is no official way to delete or cancel an application/contact for compliance purposes. However, there are a few workarounds in place. Applications There are two options: ParkDelete / Cancel Workaround If your imported applications are still on your Historical Deals page, then you can just choose to update the status to parked or cancelled.
- [FAQ](https://newton.ca/training/getting-started/faq/) - Does Velocity submit to all lenders? Yes, all the same that Expert does and more. We are also constantly getting alternative lenders on board for electronic submission. How do I get signed up with TransUnion? Who owns my data? Newton Connectivity Systems is an independently operated company and as such, operates under all the regular
- [Calendar Sync / Options](https://newton.ca/training/intermediate/calendar-sync/)
- [Email Signature](https://newton.ca/training/intermediate/email-signature/) - You can set your email signature to automatically show up whenever you send out documents, Client Portal requests, etc. from Velocity. Watch the quick video to find out how.
- [Tailor Your Settings](https://newton.ca/training/intermediate/tailor-your-settings/) - Watch this quick video to learn how to customize your Velocity account.
- [MPP](https://newton.ca/training/getting-started/mpp-2-0/) - Watch the demo above to learn all about our new MPP Ninja Sales Tactics. Go Paperless Clients can complete the MPP application process completely online with designated MPP Hub links now appearing directly in your Velocity application They can even complete it via SMS
- [Velocity Application Quick Tips & Tricks](https://newton.ca/training/getting-started/velocity-applications-quick-tips-tricks/) - Minimize the learning curve and reduce the amount of time it takes to fill out a mortgage application in Velocity.
- [Working off of an old or imported file? Duplicate](https://newton.ca/training/getting-started/duplicate-file/) - Working off of an old or imported file? Be sure to duplicate it and work off of the duplicated version. See instructions below.
- [Lender Responses](https://newton.ca/training/getting-started/lender-response/) - How do I know whether a lender has approved a deal or not? Watch the quick video to find out how.
- [Submit To An Additional Lender](https://newton.ca/training/getting-started/submit-to-an-additional-lender/) - Velocity allows you to submit to more than one lender with no wait time in between submissions. To submit a deal to an additional lender you must first create a new Mortgage Request by clicking + Add Mortgage Request Your new request will be added beneath your first one. Make sure everything is completed and
- [Update or Resubmit to Lender, which one do I use?](https://newton.ca/training/getting-started/update-or-resubmit-to-lender-which-one-do-i-use/) - It is up to the broker to clarify which option the lender requires. Clicking Update will update any information that has been changed, added or deleted on the deal. Resubmit will resend the application and create a new deal number for the lender.
- [Create Conditions List](https://newton.ca/training/intermediate/create-conditions-list/) - Watch the quick video to learn how to create a conditions list in Velocity. You can request documents, store them, send to the lender and send out for eSign all from your Conditions and Documents section of the deal. Don't forget about the built in PDF Editor (split, move and merge documents together) and PDF
- [Admin Account Training Checklist](https://newton.ca/training/advanced/admin-account/) - As an admin, there are some basic things about your account that you will need to know how to do. Click the following links to learn more. To register for an admin account, please contact customercare@newton.ca. Customize online application consent/disclosureInsurance opt-in (OPTA/Insureline)Customize client consent for credit application consent/disclosureEdit office addressInput agent information (license #, income
- [API OUT - Sync To Your External CRM System](https://newton.ca/training/advanced/externalcrm/) - We believe in open data structure and want you to use your data the way you want, with the programs you want. Therefore we’ve expanded our Velocity API with the ability to pull your data out of Velocity and into an external CRM service (i.e. Pipedrive, Jungo, Zoho). In order to start using API OUT,
- [API IN - Import Applications, Contacts & Leads From Your Website](https://newton.ca/training/advanced/websiteimports/) - Start Importing Contacts, Leads and Applications From Your Own Website If you would like to start importing contacts and leads from your own website, or connect your own online application to feed directly into Velocity, you can do that by using our Developer focused Velocity API IN. For instructions, either click below or visit newton.ca/developers.
- [Workflows](https://newton.ca/training/advanced/workflows/) - Want to give your clients that WOW experience but don't have the head space to remember everything? Use your workflows to automatically remind you or your colleague/assistant to call a client when their deal is approved, follow up with a lead or send a gift card to a referrer. Your workflows will appear in your
- ['My Day' - Your Daily Task Manager on Steroids](https://newton.ca/training/advanced/myday/) - We know how busy your days can get so say hello to ‘My Day’ where you can view and manage all your day-to-day tasks! In conjunction with the calendar in Velocity, My Day offers you a detailed list of all the tasks you have for the day organized in the different topics they fall under. Get reminded of all
- [Custom Conditions](https://newton.ca/training/advanced/custom-conditions/) - Customize your conditions on your Settings page to make them your own.
- [Smart Conditions](https://newton.ca/training/advanced/smart-custom-conditions/) - Set your conditions list to auto populate based off of the mortgage type, borrower information, etc. Learn best practice from your peers Let Aaron Phinney (MA) take you through how he uses his Smart Conditions to save himself time and automate his process
- [Email Tag](https://newton.ca/training/advanced/email-tag/) - No matter your platform (Gmail, Outlook, Apple, Mail, etc.), you can track and store your email communications in your System Email History section of a deal.
- [Compliance Dashboard (For Compliance Officer)](https://newton.ca/training/advanced/compliance-package-for-compliance-officer/) - This new enhancement makes it easy for brokers to assemble a complete compliance package and upload it into one, consistently ordered document package for your quick and seamless review. Reduce the time it takes to release earned commissions plus enjoy additional security enhancements which ensure that the package can't be amended after completion.
- [Mortgage Trade Record Sheet](https://newton.ca/training/advanced/mortgage-trade-record-sheet/) - The Mortgage Trade Record Sheet allows you to record commissions, fees, and deductions applicable to the deal. In your Conditions and Documents section, click Add/Upload Condition. Click the drop-down Condition menu and scroll down to Compliance Forms > Mortgage Trade Record Sheet. Click the green Add Condition button and exit to return back to your
- [Amortization Schedule](https://newton.ca/training/advanced/amortization-schedule/) - Create an amortization schedule in just a couple of clicks. Follow the Step-By-Step instructions to learn how. To add an Amortization Schedule go to your Conditions and Documents section of your deal and click the green Add/Upload Conditions button. Click the drop-down Condition menu and scroll down to find Amortization Schedule under the Compliance Forms
- [Disclosure Documents (BC)](https://newton.ca/training/advanced/compliance/) - Read the Step-By-Step guides for clear instructions how to generate the BC Compliance forms.
- [Disclosure Documents (ON)](https://newton.ca/training/advanced/compliance-on/) - Set up your disclosure documents for ease of use, and put together your entire ON compliance package. See Compliance Package to see how to easily send all of your disclosure documents to your Compliance Officer.
- [Summary of conditions, docs and deal statuses](https://newton.ca/training/intermediate/summary-of-conditions-docs-and-deal-statuses/) - This training sessions explains how to take a deal from Approved > Complete and collect all conditions and docs using the Client Portal.
- [Condition Groups and Custom Conditions](https://newton.ca/training/client-experience/condition-groups-and-custom-conditions/) - Condition groups can be set up to assign multiple conditions in your Client Experience. To save some time, create condition groups for the types of mortgages that you do more often. We have created the most used condition groups for you and give you the ability to create your own!
- [Althub (Alternative Mortg. Marketplace)](https://newton.ca/training/getting-started/althub-alternative-mortg-marketplace/) - Let bids come to you – eliminate the time consuming process of ‘shopping’ your alt deals Select Althub from the lender drop down in Velocity or Expert to put the deal up for auction and connect with alternative lenders. There’s no need to re-enter the deal anywhere. Free to use, Althub will help you find
- [Google Chrome as your default browser](https://newton.ca/training/getting-started/google-chrome-as-your-default-browser/) - In order to take the first step towards using Velocity, make sure that you have the most recent version of Google Chrome set as your internet browser.

## Webinar

- [Velocity Demo](https://newton.ca/webinars/velocity-demo/)
- [Introduction to Velocity](https://newton.ca/webinars/introduction-velocity-mich/)
- [Compliance Documents](https://newton.ca/webinars/post-submission-conditionsdocumentsmanaging-applications-jp/)
- [Post-Submission (conditions / documents / managing applications)](https://newton.ca/webinars/post-submission-conditionsdocumentsmanaging-applications-mich/)
- [CRM Campaigns & Workflows](https://newton.ca/webinars/crm-campaigns-workflows-jp/)

## Job Postings

- [Quality Assurance (QA) Analyst](https://newton.ca/job-postings/quality-assurance-qa-analyst/)
- [Systems Administrator](https://newton.ca/job-postings/systems-administrator/)
- [Site Reliability Engineer (SRE)](https://newton.ca/job-postings/sre/)

## Training Videos

- [MPP Waiver/Quote](https://newton.ca/Training Video/mpp-waiverquote/)
- [Velocity Profile: How to set up](https://newton.ca/Training Video/velocity-profile-set/)
- [BC Form 10 for July 1 Broker owners & administrators](https://newton.ca/Training Video/bc-form-10-july-1-broker-owners-administrators/)
- [BC Form 10 for July 1 for Mortgage Agents](https://newton.ca/Training Video/bc-form-10-july-1-mortgage-agents/)
- [Generate Compliance Documents](https://newton.ca/Training Video/generate-compliance-documents/)
- [Velocity training 201](https://newton.ca/Training Video/velocity-training-201/)
- [Velocity Training 101](https://newton.ca/Training Video/velocity-training-101/)
- [Pushing Velocity deal to Expert](https://newton.ca/Training Video/pushing-velocity-deal-expert/)
- [Submit Deals to Lender](https://newton.ca/Training Video/submit-deals-lender/)
- [How To Get Credit Reports](https://newton.ca/Training Video/velocity-help-get-credit-reports/)
- [Personal URL for online applications](https://newton.ca/Training Video/velocity-help-personal-url-online-submissions/)

## Old Testimonials

- [Cindy White - Valko Financial Ltd.](https://newton.ca/old-testimonial/cindy-white-dlc-the-valko-team/)
- [The Team at Mortgage Architect Experts](https://newton.ca/old-testimonial/the-team-at-mortgage-architect-experts/) - “Our team just joined Velocity a month ago and we wished we had made this move sooner! We love the platform and your customer service and support team. They have been amazing throughout the transition and always readily and available for us when in need. Newton/Velocity is very user-friendly and lets you organize your deals
- [Parm Rattan, DLC Urban Lending Centres](https://newton.ca/old-testimonial/parm-rattan-dlc-urban-lending-centres/) - "The Customer Care Team at Newton has made my transition to Velocity seamless. They provide excellent customer service and respond to any inquiries or concerns quickly and spend time working with you to resolve the issue in detail."
- [Heather Hellings - DLC Jencor Mortgage Corporation](https://newton.ca/old-testimonial/heather-hellings-jencor/) - “I just noticed the AIR REPORT…Thank you, thank you, thank you!!! No more messing around in three systems or those stupid spread sheets to try and figure out the volumes, lenders, etc.! Thank you again!!!”
- [Brandon Regier, Brandon Regier Mortgages](https://newton.ca/old-testimonial/brandon-regier-brandon-regier-mortgages/) - "I just became a licensed broker about a month ago and right away I began putting on my deal with zero training whatsoever. I reviewed what I had input with our Office Manager at the brokerage and there was nothing out of place, she just gave me pointers on alternative ways of doing things and
- [Amber Mihm Andrew, DLC Forest City Funding](https://newton.ca/old-testimonial/amber-mihm-andrew-dlc-forest-city-funding/) - "If you’re not using Velocity and their CRM you’re missing out and working too hard !! Not kidding, it’s incredible. Get on there today and set up your 2020 for success !! Gary Mauris this is a great tip for your flow chart of contacts... Velocity’s CRM can be customized to “do” some of the
- [Rodney Biggar, The Biggar Mortgage Team](https://newton.ca/old-testimonial/rodney-biggar-the-biggar-mortgage-team/) - "I highly recommend that you take a few hours to learn it. It has changed my business. We learnt it last year, while transitioning companies, learning a new CRM, and raising two young boys and building a new home. Oh, and in the spring market. You will like it......just give it a chance."
- [Terrilyn Moore, Your Mortgage Your Way](https://newton.ca/old-testimonial/terrilyn-moore-your-mortgage-your-way/) - “I have to say I’ve been using velocity since July of 2018. I love the system. I love using the document collection so that everything is in one place and We are not trying to determine if the client faxed, emailed or text me the documents. We have also been using the e-signatures and again love
- [Camilo Rodriguez, Mortgages Lab](https://newton.ca/old-testimonial/camilo-rodriguez-mortgages-lab/) - “I just want to shout: T H A N K Y O U ! ! ! I LOVE your customer service.”
- [Sue Kern, Select Mortgages](https://newton.ca/old-testimonial/sue-kern-select-mortgages/) - “I tried out eSign for the first time with my clients yesterday. It was so fast and easy. I sent the Letter of Consent to be signed so that I could pull their credit and they had it back to me signed in less than 5 minutes. He was at work and his wife was
- [Shaun Serafini, Your Expert Mortgage Broker](https://newton.ca/old-testimonial/shaun-serafini-your-expert-mortgage-broker/) - “The new "My Day" feature is a GREAT add!! You guys are killing it!!! Thanks so much for constantly refining and improving Velocity!!”
- [Dong Lee, COO, DLC Group of Companies](https://newton.ca/old-testimonial/dong-lee-coo-dlc-group-of-companies/) - “It was only three months ago we were excited to share Velocity cracked $2B in monthly submitted volumes to lenders. In March, the team at Velocity cracked $4B - doubling their business in just three months! As a good friend says, "it's social proof that it works". Why not protect your business by ensuing you
- [Gary Mauris, CEO, DLC Group of Companies](https://newton.ca/old-testimonial/gary-mauris-ceo-dlc-group-of-companies/) - "Dear mortgage Professionals, DO NOT BE CAUGHT OFF GUARD AGAIN. Velocity is awesome, it truly is. The team has done such a great job with their ongoing commitment to the process, and to listening to your feedback and constantly investing in the changes that you have asked for. With Velocity, you have a fail-safe in
- [Adam Clarke - DLC Origin Home Mortgages, Pinsky Mortgages](https://newton.ca/old-testimonial/adam-clarke-pinsky-mortgages/) - "After working in Velocity on a daily basis since its launch, I can’t imagine using a different platform. It’s crucial to have a very fast and responsive one page application like this, to be as efficient as possible. One of my favourite features is the drop-down GDS and TDS boxes. They make it super easy
- [Nathan Isherwood – VERICO Dreyer Group Client First Mortgage Solutions Inc.](https://newton.ca/old-testimonial/nathan-isherwood-mortgage-advisor-client-first-mortgage-solutions-inc-2/) - "Velocity is a great tool for mortgage brokers as it is a submission and CRM package. I save a lot of time and money by having to only deal with one interface instead of multiple. On top of that the Velocity Team is always working towards evolving it into a better platform by introducing new
- [Stefanie LoRe - DLC Denova Group](https://newton.ca/old-testimonial/stefanie-lore-denova-group/) - "As with any new venture, there are growing pains. It was a bit overwhelming at first, however, when I started to break it down, it became simple. The system is very user friendly and offers a lot of options. It allows you to communicate effectively with your client every step of the application, from entry
- [Anna Fuci - DLC Get A Better Mortgage Inc.](https://newton.ca/old-testimonial/unknown/) - "After being trained on Velocity I felt at ease. Navigating is very simple. Having all the categories on one page makes it easier to populate and amend."
- [Steve D’Souza - VERICO Dreyer Group Client First Mortgage Solutions Inc.](https://newton.ca/old-testimonial/steve-dsouza-mortgage-advisor-client-first-mortgages/) - "I like using velocity because it keeps my documents / workflow / and deal statuses at my fingertips. It also keeps my clients documents secure and easily accessible. The system makes it easy to make sure my brokers are being compliant. The built in CRM keeps me front of mind with my clients. The new
- [Marc Lalonde - DLC Origin Home Mortgages](https://newton.ca/old-testimonial/marc-lalonde/) - "I have always been a technology fan and believe that in order to stay relevant as a mortgage professional in the next 10 years I will need to find every technological advantage possible. Velocity delivers the technology needed for me to achieve this consistently. The speed, functionality and added extras of velocity are exceptional. Velocity
- [Karen Millington - AMP Manger, MCC Estate Mortgage Inc](https://newton.ca/old-testimonial/karen-millington-amp-manager-residential-mortgages/) - "I just wanted to take a minute to give a shout out to the team at Velocity/Newton! Since I have joined this new platform in June, they have all been wonderful with my many questions and suggestions :) I have been able to easily transition from my old system to this amazing new one! Love
- [Satpal S. Dosanjh - CFP Vice President of Business Development, MCC Pacific Northwest Mortgage Corporation](https://newton.ca/old-testimonial/satpal-s-dosanjh-cfp-vice-president-of-business-development-pacific-northwest-mortgage-corporation/) - "So far velocity is awesome!!! Making my life much easier."
- [Rick Dumas - MA MPRO](https://newton.ca/old-testimonial/rick-dumas-ma/) - "Thank you for all of your help during the training sessions at Lawrie Thom’s office (MA). I was able to gather enough information by just listening to you that I grasped the overall concepts. Now I think I’m getting the little details straight in my mind, so progress has definitely been made, and it gets
- [Jim Steffler - DLC TLC Mortgage Group](https://newton.ca/old-testimonial/jim-steffler-dominion-lending-centres-tlc/) - “Drag and drop is ridiculously cool. How did I not know about this?” (Talking about the ability to drag and drop support documents right into the deal.)
- [Matt Kee - MA Mortgageline](https://newton.ca/old-testimonial/matt-kee-mortgageline/)
- [Jason Suttie - DLC Entrust Mortgage Services](https://newton.ca/old-testimonial/jason-suttie-entrust/)
- [Ana Cruz - MA Team Ana Cruz](https://newton.ca/old-testimonial/ana-cruz-city-mortgage-group/) - “I was scared it was going to be hard, but it was so easy. I told my clients to bear with me as it was my first deal, but I blew through it like I’ve been at it for years”
- [Kathy McMinn - MCC Sunshine Financial](https://newton.ca/old-testimonial/katherine-mcminn-the-mortgage-centre-sunshine-financial/) - “Velocity is user friendly, the 1-800# support is awesome and now that I know about smart conditions it is even better.”
- [Rebecca Casey – DLC Origin Home Mortgages](https://newton.ca/old-testimonial/rebecca-casey-origin/) - "I DO love Velocity! I love Velocity because it doesn’t require a full page reload between sections of the application, making it much easier to get ratio calculations in real time as you’re going through the app (Which is the way it should be!). I love the dropdown box to see exactly how the ratios
- [Nathan Isherwood - VERICO Dreyer Group Client First Mortgage Solutions Inc.](https://newton.ca/old-testimonial/nathan-isherwood-mortgage-advisor-client-first-mortgage-solutions-inc/) - "Velocity is great tool for mortgage brokers as it is a submission and CRM package. I save a lot of time and money by having to only deal with one interface instead of multiples. On top of that the Velocity team is always working towards evolving Velocity into a better platform by introducing key new
- [Bobby Magee - DLC Entrust Mortgage Services](https://newton.ca/old-testimonial/bobby-magee-entrust-mortgage/) - “I’ve incorporated the email tagging feature into my contact process and I am absolutely delighted. The ability to keep an email audit trail right within the deal is exactly what I needed!”
- [Aaron Phinney - MA Team Aaron Phinney](https://newton.ca/old-testimonial/aaron-phinney-ma/) - “I was hesitant to make the change to Velocity. I'd heard great things, but sometimes it's easier to default to what we know, rather than learn something new. Boy am I glad I made the jump! After a week of playing around with Velocity part time, I made the switch. Not only is Velocity more
- [Crystal Donnelly - MA Mortgage Sisters West](https://newton.ca/old-testimonial/crystal-donnelly-mortgage-sisters-west-river-city-financial/) - "This is exactly what I was looking for."
- [Robin Klassen - DLC Entrust Mortgage Services](https://newton.ca/old-testimonial/robin-klassen-entrust/) - “I really like the GDS/TDS breakdown – it helps me find out right away what might be missing or if there’s an error.”
- [Jason Zailo - DLC Modern Mortgage Group Corp.](https://newton.ca/old-testimonial/jason-zailo-modern-mortgages/)
- [Kim Lindsay - DLC Calgary](https://newton.ca/old-testimonial/kim-lindsay-dlc-calgary/) - “I love it, I’ve been submitting deals through the system and I love it. I love how it auto saves and doesn’t bump you out after 29 minutes. I don’t know how many times I’ve been on the phone with a client and had to go through the login process and restart the application.”
- [Joeseph Galati - Underwriting Manager, MCC  I Direct Mortgages Inc.](https://newton.ca/old-testimonial/joeseph-galati-underwriting-manager-mcc-idirect/) - “This system has everything in one place. I love it”.
- [Steven Brouwer - DLC Entrust Mortgage Services](https://newton.ca/old-testimonial/steve-brouwer-entrust/)
- [Jennifer Steele - MA Barritt](https://newton.ca/old-testimonial/jen-steele-ma/) - “eSign is wonderful. You know how often it happens when you send documents to clients and they come back half signed? With eSign that doesn’t happen anymore.”
- [Renee Walsh - DLC Entrust Mortgage Services](https://newton.ca/old-testimonial/renee-walsh-entrust/) - “Our team has been using Velocity for nearly 4 months. With all new technology comes a learning curve but Newton has really worked hard to adapt and provide efficient training and extensive resources. There are so many bells and whistles in the program, it really is all inclusive and they have been so forward thinking
- [Andrew Homeyer - Verico Xeva Mortgage](https://newton.ca/old-testimonial/andrew-homeyer-xeva/) - “Thanks to making the change from Filogix to Velocity and the helpful underwriting team at my firm, I am now able to handle twice the volume.”
- [Patricia Flores-Sabater - DLC Producers West Financial](https://newton.ca/old-testimonial/patricia-flores-sabater-dlc-producers-west/) - “I love the system. It’s so functional and organized.”
- [Muhammad Aamir Khalique - DLC Producers West Financial](https://newton.ca/old-testimonial/muhammed-aamir-khalique-dlc-producers-west/) - “Me personally, I absolutely love Velocity compared to the old system. It’s easier to use and a lot faster, plus I don’t have to click save every time.”
- [Shaun Serafini - AMP, DLC Mortgage Excellence](https://newton.ca/old-testimonial/shaun-serafini-dlc/) - “I’ve been using Velocity as my mortgage management for over 7 years. Velocity has allowed me to build a highly efficient, organized process for every step of the mortgage generation path. In addition to simply putting out a system, the team at Velocity was open to feedback on how to optimize their system to suit
- [Danny Duong - MA A Better Way](https://newton.ca/old-testimonial/danny-duong-mortgage-architects/) - "I am a fan of Velocity and all the great features that it offers to us brokers in order to be more efficient and effective when working on deals. There are many great features, but I want to highlight one feature in particular that I feel helped me secure an approval from a lender -
- [Steve Chang - MA - Team Steve Chang](https://newton.ca/old-testimonial/steve-chang-ma/) - “Velocity is great. I’m liking the Modern View and the MPP feature is nice and easy to use.”
- [Broker - DLC Get A Better Mortgage](https://newton.ca/old-testimonial/broker-get-a-better-mortgage/) - "Anna was worried that switching systems would be challenging, but after our training session, she couldn’t wait to get started"
- [Glenn Issler - DLC Origin Home Mortgages, his comment regarding the Client Portal](https://newton.ca/old-testimonial/glen-isslers-client-regarding-the-client-portal/) - "You’ve made this ridiculously simple."
- [Andrea Morris - MA Mortgageline](https://newton.ca/old-testimonial/andrea-morris-mortgageline/) - "Starting to really get into Velocity, some cool 😎 stuff!"
- [Stefanie LoRe - DLC Denova Group](https://newton.ca/old-testimonial/stefanie-lore-denova-group-2/) - “I wanted to let you know I LOVE the use of the Deal Task. It organizes me even more, and there is nothing more than I love, than being organized!!”
- [Sunny Sarai - Vice President of Operations, MCC Pacific Northwest Mortgage Corporation](https://newton.ca/old-testimonial/sunny-sarai-vice-president-of-operations-pacific-northwest-mortgage-corporation/) - "You were a great help and Velocity is a game changer for all mortgage brokers. It is so convenient to have a CRM/Submission system that helps you follow up with clients, communicate with lenders and store all documents. This system allows you to conduct all of your business in one easy to use system. It
- [Livian Smith - DLC Producers West Financial](https://newton.ca/old-testimonial/livian-smith-dlc/) - “I was introduced to Velocity over a year ago and knew that it would help me build and keep track of my growing business. I was very excited to start learning, but became extremely busy to the point that I was not able to learn a new system at the time. Fast forward and now
- [Tony Rossander - DLC Origin Home Mortgages](https://newton.ca/old-testimonial/tony-rossander-origin-mortgages/) - "I have just recently had the opportunity to use the Client Portal and was very happy with how easy it was to send my client a document request package and even more pleased that they were able to easily upload those documents right into the application, I then quickly reviewed them and was able to
- [Jeff Herrington - DLC Producers West Financial](https://newton.ca/old-testimonial/jeff-herrington-producers-west-financial/) - "Thanks for all the help getting me set up on the new system. I have been waiting for a new organized system to come along that will help me stay organized with all my clients from leads to funded and afterwards with the CRM. It seemed overwhelming at first but with your help and after
- [Jessica Matthies - MA Glen Kelleway Team](https://newton.ca/old-testimonial/jessica-matthies-kelleway-ma/) - “I love the staff at your Customer Care Center! When I get stumped, I can always call your friendly staff for a very quick solution. I like how they can jump right into the application I'm working on to show me exactly where I've gone wrong, and I learn something every time I call in.
- [Kaitlyn Moore - DLC HT Mortgage Group](https://newton.ca/old-testimonial/kaitlyn-moore-dlc-ht-mortgage-group/) - “I just discovered the feature to re-add a previously deleted applicant in Velocity. This is AMAZING!!! This saved me a ton of time and made it soooo much quicker to resubmit a file. Just wanted to say thanks! This is definitely a feature I didn’t realize I needed but will be used a ton!”
- [Deb Burnstein – DLC City Wide Mortgage Services](https://newton.ca/old-testimonial/deb-burnstein-city-wide/) - “I like the Client Portal, it’s going to be so easy to communicate everything. “Bada bing, bada boom!”
- [Debra Winter – MCC Select Mortgage Corp.](https://newton.ca/old-testimonial/debra-winter-select-mortgage/) - “I love the system, I really do. I love the application process, it’s really easy.”
- [Doria Zacharias - DLC HT Mortgage Group](https://newton.ca/old-testimonial/doria-zacharias-ht-mortgage-group/) - "This [eSign] is so easy!"
- [Kevin MacGregor](https://newton.ca/old-testimonial/kevin-macgregor/)
- [Kaitlyn Moore, DLC HT Mortgage](https://newton.ca/old-testimonial/kaitlyn-moore-dlc-ht-mortgage/) - “I just discovered the feature to re-add a previously deleted applicant in Velocity. This is AMAZING!!! This saved me a ton of time and made it soooo much quicker to resubmit a file. Just wanted to say thanks! This is definitely a feature I didn’t realize I needed but will be used a ton!”

## Testimonials

- [Deb White](https://newton.ca/testimonial/deb-white/)
- [Scott Bentley](https://newton.ca/testimonial/scott-bentley/)
- [Cyrus Habibi](https://newton.ca/testimonial/cyrus-habibi/)
- [Vince Scarselli](https://newton.ca/testimonial/vince-scarselli/)
- [Adam Bazuk](https://newton.ca/testimonial/adam-bazuk/)
- [Kyle Green](https://newton.ca/testimonial/kyle-green/)
- [Ashley Denova](https://newton.ca/testimonial/ashley-denova/)
- [Holly Cochrane](https://newton.ca/testimonial/holly-cochrane/)
- [Gillian Parkin, Select Mortgage](https://newton.ca/testimonial/gillian-parkin-select-mortgage/)
- [George Macris](https://newton.ca/testimonial/george-macris/)
- [Christopher D’Sena](https://newton.ca/testimonial/christopher-dsena/)
- [Amber Moser](https://newton.ca/testimonial/amber-moser/)
- [Karli Shih](https://newton.ca/testimonial/karli-shih/)
- [Chad Weninger](https://newton.ca/testimonial/chad-weninger/)
- [Chelsea Zappitelli](https://newton.ca/testimonial/chelsea-zappitelli/)
- [Marc Lalonde](https://newton.ca/testimonial/marc-lalonde/)
- [Sharlene Scott](https://newton.ca/testimonial/sharlene-scott/)
- [Leo Orellana-Molina](https://newton.ca/testimonial/leo-orellana-molina/)
- [Heather Hellings](https://newton.ca/testimonial/heather-hellings-2/)
- [Edwin Barahona](https://newton.ca/testimonial/edwin-barahona/)
- [Kevin McGregor](https://newton.ca/testimonial/kevin-mcgregor/)
- [Camilo Rodriguez](https://newton.ca/testimonial/camilo-rodriguez/)
- [Barry Baboolal](https://newton.ca/testimonial/barry-baboolal/)
- [Tracy Valko](https://newton.ca/testimonial/tracy-valko/)
- [Janelle Bentz](https://newton.ca/testimonial/janelle-bentz-2/)
- [Victor Ho](https://newton.ca/testimonial/victor-ho/)
- [Vu Le](https://newton.ca/testimonial/vu-le/)
- [Janelle Bentz](https://newton.ca/testimonial/janelle-bentz/)
- [Andrew Homeyer](https://newton.ca/testimonial/andrew-homeyer/)
- [Darcy Doyle](https://newton.ca/testimonial/darcy-doyle/)
- [Marci Deane](https://newton.ca/testimonial/marci-deane/)
- [Varun Chaudry](https://newton.ca/testimonial/varun-chaudry/)
- [Aaron Phinney](https://newton.ca/testimonial/aaron-phinney/)
- [Jim Steefler](https://newton.ca/testimonial/jim-steefler/)
- [Sharon Patton](https://newton.ca/testimonial/sharon-patton/)
- [Mark Goode](https://newton.ca/testimonial/mark-goode/)
- [Ana Cruz](https://newton.ca/testimonial/ana-cruz/)
- [Michelle Campbell](https://newton.ca/testimonial/michelle-campbell/)
- [Kristi Knippel](https://newton.ca/testimonial/kristi-knippel/)
- [Jennifer Rossides](https://newton.ca/testimonial/jennifer-rossides/)
- [Chad Robinson](https://newton.ca/testimonial/chad-robinson/)
- [Brad Plummer](https://newton.ca/testimonial/brad-plummer/)
- [Jen Lowe](https://newton.ca/testimonial/jen-lowe/)
- [Cheryl Johns](https://newton.ca/testimonial/cheryl-johns/)
- [Michael Harris](https://newton.ca/testimonial/michael-harris/)
- [Steve Chang](https://newton.ca/testimonial/steve-chang/)
- [Amit Puri](https://newton.ca/testimonial/amit-puri/)
- [Terrilyn Moore](https://newton.ca/testimonial/terrilyn-moore/)
- [Danica DeSouza](https://newton.ca/testimonial/danica-desouza/)
- [Collin Bruce](https://newton.ca/testimonial/collin-bruce/)
- [Sundeep Randhawa](https://newton.ca/testimonial/sundeep-randhawa/)
- [Crystal Donnelly](https://newton.ca/testimonial/crystal-donnelly/)
- [Karen Penner](https://newton.ca/testimonial/karen-penner/)
- [Heather Hellings](https://newton.ca/testimonial/heather-hellings/)
- [Cindy White](https://newton.ca/testimonial/cindy-white/)
- [Matt Kee](https://newton.ca/testimonial/matt-kee/)
- [Nelia Desousa](https://newton.ca/testimonial/nelia-desousa/)
- [Alan Kiddell](https://newton.ca/testimonial/alan-kiddell/)

## Categories

- [Uncategorized](https://newton.ca/category/uncategorized/)
- [Bank Account Statements](https://newton.ca/category/bank-account-statements/)
- [Client Portal](https://newton.ca/category/client-portal/)
- [Co-Broker](https://newton.ca/category/co-broker/)
- [Compliance](https://newton.ca/category/compliance/)
- [conditions](https://newton.ca/category/conditions/)
- [CRM](https://newton.ca/category/crm/)
- [Email Efficiency](https://newton.ca/category/email-efficiency/)
- [eSign](https://newton.ca/category/esign/)
- [EZ Account Access](https://newton.ca/category/ez-account-access/)
- [Fisgard](https://newton.ca/category/fisgard/)
- [Help Centre](https://newton.ca/category/help-centre/)
- [Lenders](https://newton.ca/category/lenders/)
- [Mobile](https://newton.ca/category/mobile/)
- [MPP](https://newton.ca/category/mpp/)
- [Newton](https://newton.ca/category/newton/)
- [Training](https://newton.ca/category/training/)
- [TransUnion](https://newton.ca/category/transunion/)
- [Updates](https://newton.ca/category/updates/)
- [Uploader](https://newton.ca/category/uploader/)
- [UserX](https://newton.ca/category/userx/)
- [Velocity Application](https://newton.ca/category/velocity-application/)
- [Link Lender](https://newton.ca/category/link-lender/)
- [NOA](https://newton.ca/category/noa/)
- [reports](https://newton.ca/category/reports/)

## Tags

- [announcement](https://newton.ca/tag/announcement/)
- [application](https://newton.ca/tag/application/)
- [assets](https://newton.ca/tag/assets/)
- [associate](https://newton.ca/tag/associate/)
- [bank](https://newton.ca/tag/bank/)
- [bank account](https://newton.ca/tag/bank-account/)
- [bank account statements](https://newton.ca/tag/bank-account-statements/)
- [bank statement](https://newton.ca/tag/bank-statement/)
- [broker](https://newton.ca/tag/broker/)
- [canadian mortgage trends](https://newton.ca/tag/canadian-mortgage-trends/)
- [cash](https://newton.ca/tag/cash/)
- [changes](https://newton.ca/tag/changes/)
- [client](https://newton.ca/tag/client/)
- [client experience](https://newton.ca/tag/client-experience/)
- [client portal](https://newton.ca/tag/client-portal/)
- [client relationship management](https://newton.ca/tag/client-relationship-management/)
- [client releationship](https://newton.ca/tag/client-releationship/)
- [cmt](https://newton.ca/tag/cmt/)
- [co-broker](https://newton.ca/tag/co-broker/)
- [compliance](https://newton.ca/tag/compliance/)
- [condition](https://newton.ca/tag/condition/)
- [conditions](https://newton.ca/tag/conditions/)
- [confirmation](https://newton.ca/tag/confirmation/)
- [connect](https://newton.ca/tag/connect/)
- [consent](https://newton.ca/tag/consent/)
- [CRM](https://newton.ca/tag/crm/)
- [crm system](https://newton.ca/tag/crm-system/)
- [customer consent](https://newton.ca/tag/customer-consent/)
- [customize](https://newton.ca/tag/customize/)
- [data](https://newton.ca/tag/data/)
- [database](https://newton.ca/tag/database/)
- [deal](https://newton.ca/tag/deal/)
- [disclosure](https://newton.ca/tag/disclosure/)
- [disclosure forms](https://newton.ca/tag/disclosure-forms/)
- [discover](https://newton.ca/tag/discover/)
- [discovery](https://newton.ca/tag/discovery/)
- [documents](https://newton.ca/tag/documents/)
- [down payment](https://newton.ca/tag/down-payment/)
- [electronic signatures](https://newton.ca/tag/electronic-signatures/)
- [email tagging](https://newton.ca/tag/email-tagging/)
- [email tags](https://newton.ca/tag/email-tags/)
- [enhancements](https://newton.ca/tag/enhancements/)
- [esign](https://newton.ca/tag/esign/)
- [EZ Account Access](https://newton.ca/tag/ez-account-access/)
- [finance](https://newton.ca/tag/finance/)
- [financial services](https://newton.ca/tag/financial-services/)
- [fixed credit disclosure](https://newton.ca/tag/fixed-credit-disclosure/)
- [flinks](https://newton.ca/tag/flinks/)
- [help centre](https://newton.ca/tag/help-centre/)
- [import](https://newton.ca/tag/import/)
- [insurance](https://newton.ca/tag/insurance/)
- [last three months](https://newton.ca/tag/last-three-months/)
- [lender](https://newton.ca/tag/lender/)
- [lenders](https://newton.ca/tag/lenders/)
- [liabilities](https://newton.ca/tag/liabilities/)
- [loan](https://newton.ca/tag/loan/)
- [match](https://newton.ca/tag/match/)
- [Mobile](https://newton.ca/tag/mobile/)
- [mortgage](https://newton.ca/tag/mortgage/)
- [mortgage application](https://newton.ca/tag/mortgage-application/)
- [mortgage appliction](https://newton.ca/tag/mortgage-appliction/)
- [mortgage broker](https://newton.ca/tag/mortgage-broker/)
- [mortgage insurance](https://newton.ca/tag/mortgage-insurance/)
- [mortgage protection plan](https://newton.ca/tag/mortgage-protection-plan/)
- [mortgages](https://newton.ca/tag/mortgages/)
- [MorWEB](https://newton.ca/tag/morweb/)
- [MPP](https://newton.ca/tag/mpp/)
- [new](https://newton.ca/tag/new/)
- [new year](https://newton.ca/tag/new-year/)
- [news](https://newton.ca/tag/news/)
- [newton](https://newton.ca/tag/newton/)
- [newton connectivity systems](https://newton.ca/tag/newton-connectivity-systems/)
- [open banking](https://newton.ca/tag/open-banking/)
- [otto mortgage](https://newton.ca/tag/otto-mortgage/)
- [otto mortgage application](https://newton.ca/tag/otto-mortgage-application/)
- [otto mortgage systems](https://newton.ca/tag/otto-mortgage-systems/)
- [otto training](https://newton.ca/tag/otto-training/)
- [portal](https://newton.ca/tag/portal/)
- [prize](https://newton.ca/tag/prize/)
- [product](https://newton.ca/tag/product/)
- [product match](https://newton.ca/tag/product-match/)
- [record](https://newton.ca/tag/record/)
- [record breaking](https://newton.ca/tag/record-breaking/)
- [report](https://newton.ca/tag/report/)
- [reports](https://newton.ca/tag/reports/)
- [reviews](https://newton.ca/tag/reviews/)
- [scanner](https://newton.ca/tag/scanner/)
- [share](https://newton.ca/tag/share/)
- [signed documents](https://newton.ca/tag/signed-documents/)
- [software](https://newton.ca/tag/software/)
- [statements](https://newton.ca/tag/statements/)
- [submissions](https://newton.ca/tag/submissions/)
- [summer contest](https://newton.ca/tag/summer-contest/)
- [testimonials](https://newton.ca/tag/testimonials/)
- [training](https://newton.ca/tag/training/)
- [training page](https://newton.ca/tag/training-page/)
- [updates](https://newton.ca/tag/updates/)
- [upload](https://newton.ca/tag/upload/)
- [upload your data](https://newton.ca/tag/upload-your-data/)
- [uploader](https://newton.ca/tag/uploader/)
- [velocity](https://newton.ca/tag/velocity/)
- [velocity training](https://newton.ca/tag/velocity-training/)
- [win](https://newton.ca/tag/win/)
- [win big](https://newton.ca/tag/win-big/)
- [youtube](https://newton.ca/tag/youtube/)
- [youtube live](https://newton.ca/tag/youtube-live/)
- [first source](https://newton.ca/tag/first-source/)
- [alternative lender](https://newton.ca/tag/alternative-lender/)
- [Document Portal](https://newton.ca/tag/document-portal/)
- [document collection](https://newton.ca/tag/document-collection/)
- [Transunion](https://newton.ca/tag/transunion/)
- [credit](https://newton.ca/tag/credit/)
- [credit bureau](https://newton.ca/tag/credit-bureau/)
- [private](https://newton.ca/tag/private/)
- [private mortgage](https://newton.ca/tag/private-mortgage/)
- [mic](https://newton.ca/tag/mic/)
- [mortgage investment corporation](https://newton.ca/tag/mortgage-investment-corporation/)
- [gmail](https://newton.ca/tag/gmail/)
- [email connect](https://newton.ca/tag/email-connect/)
- [comparison](https://newton.ca/tag/comparison/)
- [pipeline](https://newton.ca/tag/pipeline/)
- [sales report](https://newton.ca/tag/sales-report/)
- [track](https://newton.ca/tag/track/)
- [demo](https://newton.ca/tag/demo/)
- [text](https://newton.ca/tag/text/)
- [sms](https://newton.ca/tag/sms/)
- [message](https://newton.ca/tag/message/)
- [testimonial](https://newton.ca/tag/testimonial/)
- [online application](https://newton.ca/tag/online-application/)
- [property validation](https://newton.ca/tag/property-validation/)
- [validation](https://newton.ca/tag/validation/)
- [search](https://newton.ca/tag/search/)
- [address](https://newton.ca/tag/address/)
- [developer](https://newton.ca/tag/developer/)
- [api](https://newton.ca/tag/api/)
- [assistant](https://newton.ca/tag/assistant/)
- [award](https://newton.ca/tag/award/)
- [canada](https://newton.ca/tag/canada/)
- [new lender](https://newton.ca/tag/new-lender/)
- [oz capital](https://newton.ca/tag/oz-capital/)
- [facebook](https://newton.ca/tag/facebook/)
- [support](https://newton.ca/tag/support/)
- [group](https://newton.ca/tag/group/)
- [community](https://newton.ca/tag/community/)
- [peer](https://newton.ca/tag/peer/)
- [questions](https://newton.ca/tag/questions/)
- [sign](https://newton.ca/tag/sign/)
- [form](https://newton.ca/tag/form/)
- [document](https://newton.ca/tag/document/)
- [sneak peek](https://newton.ca/tag/sneak-peek/)
- [launch](https://newton.ca/tag/launch/)
- [facebook live](https://newton.ca/tag/facebook-live/)
- [tempalte](https://newton.ca/tag/tempalte/)
- [template](https://newton.ca/tag/template/)
- [audience](https://newton.ca/tag/audience/)
- [contacts](https://newton.ca/tag/contacts/)
- [campaigns](https://newton.ca/tag/campaigns/)
- [ez account](https://newton.ca/tag/ez-account/)
- [free](https://newton.ca/tag/free/)
- [promo](https://newton.ca/tag/promo/)
- [text message](https://newton.ca/tag/text-message/)
- [templates](https://newton.ca/tag/templates/)
- [velocitycrm](https://newton.ca/tag/velocitycrm/)
- [contractor](https://newton.ca/tag/contractor/)
- [help](https://newton.ca/tag/help/)
- [set up](https://newton.ca/tag/set-up/)
- [campaign](https://newton.ca/tag/campaign/)
- [crm contractor](https://newton.ca/tag/crm-contractor/)
- [secure capital](https://newton.ca/tag/secure-capital/)
- [turn key](https://newton.ca/tag/turn-key/)
- [easy](https://newton.ca/tag/easy/)
- [target](https://newton.ca/tag/target/)
- [targeted](https://newton.ca/tag/targeted/)
- [alert](https://newton.ca/tag/alert/)
- [desjardins](https://newton.ca/tag/desjardins/)
- [submit](https://newton.ca/tag/submit/)
- [change](https://newton.ca/tag/change/)
- [safe work environment](https://newton.ca/tag/safe-work-environment/)
- [hr](https://newton.ca/tag/hr/)
- [glengarry farm finance](https://newton.ca/tag/glengarry-farm-finance/)
- [alternative](https://newton.ca/tag/alternative/)
- [private lender](https://newton.ca/tag/private-lender/)

## Section

- [Advanced](https://newton.ca/training/advanced/) - Ready for more? Let’s put it all together to increase your productivity.
- [Getting Started](https://newton.ca/training/getting-started/) - To get started, there are some key basics to get familiar with.
- [Intermediate](https://newton.ca/training/intermediate/) - Now that you’ve got the basics and have submitted your first five applications, it’s time to get into the fun stuff.
- [VelocityCRM](https://newton.ca/training/velocitycrm/) - Elevate your customer relationships into the stratosphere! And get new business along the way.
- [Client Experience](https://newton.ca/training/client-experience/)
- [Broker Owners](https://newton.ca/training/broker-owners/)

## Video Testimonials

- [Bank Statements](https://newton.ca/tag/bank-statements/)
- [Client Experience](https://newton.ca/tag/client-experience/)
- [Client Journey](https://newton.ca/tag/client-journey/)
- [Client Portal](https://newton.ca/tag/client-portal/)
- [CRM](https://newton.ca/tag/crm/)
- [Document Collection](https://newton.ca/tag/document-collection/)
- [eSign](https://newton.ca/tag/esign/)
- [EZ Account Access](https://newton.ca/tag/ez-account-access/)
- [Payroll](https://newton.ca/tag/payroll/)
- [Pre-Approval](https://newton.ca/tag/pre-approval/)
- [Workflow](https://newton.ca/tag/workflow/)
- [Online Application](https://newton.ca/tag/online-application/)
- [User Friendly](https://newton.ca/tag/user-friendly/)
- [Training](https://newton.ca/tag/velocity-training/)
- [Build Reporting](https://newton.ca/tag/build-reporting/)
- [Transition](https://newton.ca/tag/transition/)

## Products

- [Velocity](https://newton.ca/testimonials/velocity/)
- [Client Portal](https://newton.ca/testimonials/client-portal/)
- [eSign](https://newton.ca/testimonials/esign/)