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.
To access One-Touch Reports, click Reports > One-Touch Reports on the left side menu bar.
Scroll down and find which type of report you would like to create. Select the date range (NA for Deals and Contacts) and click View Report.
Your report will appear. Click Export CSV in order to export your data.
Once exported, you can arrange the data by any field you want (i.e. closing date, maturity date, birthday).