Newton Velocity · Example from the DLC onboarding guide
02 / MY MORTGAGE TOOLBOX
Your expertise. In your client’s pocket.
Share a personalized mortgage app with clients and referral partners. Give them tools to explore their options and a direct connection back to you.
Mortgage payment and purchase calculators
Pre-qualification and refinance analysis tools
Comparison reports and cost estimates
A personalized app you can share with your network
Use the app alongside your client conversations to make mortgage scenarios easier to understand.
03 / DISCOVERY & VELOCITY CRM
Make your next conversation a more informed one.
Research lender products and stay connected to the people already in your network.
Research products with Discovery
Filter products using relevant client criteria, compare options, and review matching results as part of your mortgage research.
Filter and compare lender products
Explore matches to client circumstances
Save favourites for future reference
Stay connected with Velocity CRM
Organize prospects, past clients, and referral partners. Use campaigns and reporting to make your follow-up more relevant.
Client and referral-partner follow-up
Targeted audiences from your database
Ready-to-use DLC campaign resources
04 / GOLD RUSH 2.0
Keep the relationship going. Automatically.
Gold Rush 2.0 is DLCG’s automated client-marketing engine within VelocityCRM. Stay in touch with clients and nurture new leads through regular, relevant communications.
Build repeat and referral opportunities while keeping your name in front of the people who already know you.
More ways to stay connected.
Automated emails and client newsletters
SMS campaigns and lead nurturing
Holiday greetings and timely marketing touchpoints
Renewal reminders to keep the next conversation on your radar
05 / PURELEND · AI MORTGAGE ASSISTANT
Put AI to work on your mortgage files.
Purelend uses artificial intelligence to organize borrower documents, help verify income and down payments, and prepare lender-ready reports.
Spend less time on manual file preparation and more time working with your clients. Purelend supports your existing mortgage workflow, including Velocity.
Collect documents
Send a tailored checklist and secure upload link through a borrower portal branded to your business.
Organize with AI
Automatically classify and name uploaded documents, keeping each borrower’s file easier to review.
Review income
Analyze pay stubs, tax documents, and self-employed bank statements to support income calculations.
Trace down payments
Review deposits, transfers, gifts, and sale proceeds to help explain where funds came from.
Spot inconsistencies
Flag mismatched figures, unusual deposits, and possible document issues for a closer look.
Prepare submissions
Generate income and down payment summaries with organized documents and notes for your lender.