Once your Velocity account is connected in the Web admin dashboard, any leads generated through your Lead Journeys will automatically be pushed into Velocity.

How to find these leads in Velocity

Step 1: Log in to your Velocity account.

Step 2: Tap this ribbon in the dashboard. It will show the deals coming from the Velocity API. 

Each time a client completes a Lead Journey,  the system automatically creates a new Deal in Velocity with the client’s information so you can begin working on the opportunity.

If you’re not seeing the lead, make sure your Velocity integration is connected in your Canadian Mortgage App Web Admin Dashboard → Connections.