VelocityGO Learning Center

VelocityGO videos and trainings

Review our short videos and on-demand webinars to learn more about VelocityGO.

Short videos

• Customer Application Entry
• DocuSign
• Contractor Homepage Overview
• Application Entry from Portal
• Overview and Vocabulary

On-demand webinars

• Introduction to VelocityGO trainings
  • Session 1 (recorded January 4, 2022)
  • Session 2 (recorded January 5, 2022)
  • Session 3 (recorded January 6, 2022)
  • Session 4 (recorded January 26, 2022)
• Using the contractor portal to enter applications (recorded April 7, 2022)
  • In this 45 minute session we’ll focus on how to successfully enter an application on behalf of the customer using the VelocityGO contractor portal. We'll cover some common stick points and how to start the process for a companion or bridge loan within VelocityGO.
  • Session recording
• Demystifying the customer experience - Part 1 (recorded April 21, 2022)
  • We'll dive into the features and functionalities of the new customer online application and how it improves both customer experience and loan processing times. In this 45 minute session we will walk through the online application experience specifically and related elements.
  • Session recording
• Demystifying the customer experience - Part 2 (recorded May 5, 2022)
  • In this 45-minute session we will continue to follow the customer application process from where Part 1 left off, diving into what happens after a customer receives their pre-approval. This training will cover offer selection and the stages and statuses an application goes through.
  • Session recording
• Demystifying the customer experience - Part 3 (recorded May 19, 2022)
  • In this 45-minute session we will finish our exploration of the customer experience within VelocityGO. We will explore what happens after a customer’s loan is approved and how to complete a project and receive payment.
  • Session recording

VelocityGO resources

If you prefer to read about VelocityGO, please check out these resources below.