VelocityGO Learning Center

Passwords are unavoidable, and as requirements become stronger and more complex, they become harder to remember. What happens if you need help resetting your VelocityGO account password?

If you're a contractor logging into VelocityGO:

• Do you have a new online VelocityGO account? As a new VelocityGO contractor, you should have received a Welcome email followed by a second email that contains an activation link and instructions to set up your account. Note: The activation link expires after 24 hours. If your activation link expires, you can email support at efs@energyfinancesolutions.com to request a new link, then follow the instructions to activate your account.
• Has it been a while since you’ve logged into your account? Your account has most likely become inactive. If it’s been more than 60 consecutive days since you accessed your account, your account will automatically deactivate. If this happens, simply email our support team at efs@energyfinancesolutions.com to receive a new link and then follow the instructions to reactivate your account. Note: The activation link is only good for 24 hours. After that, the link will expire, and you will need to request a new one.

If your customers experience password problems:

• Most commonly, your customer will be in the middle of their application and hasn’t created a password. If this happens, have your customer check their VelocityGO welcome email for their activation link and follow the instructions. If they can’t find the email or if it has expired, direct them to call us for support at 1.800.861.1929.
• If they are a co-borrower, they will need to access the account using the link in the Welcome email for the first time. If it has been over 24 hours, this link will have expired, and they will need to contact EFS support to get a new activation link.
• Sometimes, customers create their password at the end of their application and may not remember how to access VelocityGO again. If a password was created, they can check their VelocityGO email, which contains the activation link to return to their application. If they cannot find the email or if it has expired, they can use the returning customer login portal on the EFS website, https://www.energyfinancesolutions.com.

We all struggle with passwords at some point. For VelocityGO, the only thing you need to remember is that EFS support is just an email or phone call away and is ready to assist you.

We're committed to making the loan process as transparent and user-friendly as possible. If you have suggestions for future newsletter topics let us know.

This month, we want to highlight our e-signing vendor– DocuSign. DocuSign significantly improves processing time for an EFS application as well as the customer experience.

Key details to know about DocuSign:

• Immediate Processing: Loan documents signed via DocuSign are instantly available to our processing team, allowing us to move your customer's application forward without delay.
• Seamless Customer Experience: Your customers can complete their signatures in minutes through a simple link – no account creation required. They will also automatically receive copies of all signed documents directly to their inbox.
• Zero Paperwork Complications: Eliminate printing errors, illegible signatures, and lost documents.
• Anytime Completion: Customers can sign from any device, anywhere, anytime – even outside business hours.

For a more in-depth look at the loan stages, status updates, and the offer selection process, please watch this informative video.

Learn More

We've created a walkthrough video in our Learning Center demonstrating the simple DocuSign process from the customer's perspective. This resource helps you explain the streamlined process to your customers.

Watch DocuSign Tutorial Video

Note: DocuSign via our Slipstream link is the only authorized electronic signing method. If a customer cannot use the specific DocuSign link sent to their email, a physical paper signature is required. Paper signature exceptions require special handling and will delay your customer's application processing. Please contact us if you need support processing loan documents without the Slipstream DocuSign option.

We're committed to making the loan process as transparent and user-friendly as possible. If you have suggestions for future newsletter topics let us know.

This month, we want to talk about a common area of confusion in VelocityGO – offer selection. This applies specifically to residential loans that are entered by the customer in the portal. Offer selection is important because it frames the customer’s loan rates and keeps an application moving.

Key details to know about offer selection:

• Empowered Loan Decision: We understand that choosing a loan offer is a significant decision. VelocityGO now allows your customers the ability to review and select the offer that best aligns with their financial goals. This puts your customer in control of their loan process.
• Customer offer selection: Customers will be prompted to select an offer at one of two points: either as they are completing their application or later in their dashboard if manual review is required. If offers aren’t immediately presented during the application, customers will be notified to select an offer in their dashboard. Customers must select their preferred offer then scroll to the bottom of the dashboard screen and click next for the offer to be fully selected.
• Moving the Loan Forward: To ensure the loan progresses to the next review stage, your customer must select an offer. This step is essential for us to move their file forward. If your customer application is in “Offer Selection” status, it means they have not fully selected their offer.
• Offer Flexibility: While selecting an offer is a crucial step, it doesn't lock your customer into that choice. If a better offer becomes available during our review process, we'll present it and give your customer the opportunity to switch.

For a more in-depth look at the loan stages, status updates, and the offer selection process, please watch this informative video.

Stages and Statuses

We're committed to making the loan process as transparent and user-friendly as possible. If you have suggestions for future newsletter topics let us know.

As part of our priority to ensure customer data integrity, VelocityGO leverages Salesforce system features like multi-factor authentication (MFA) to ensure security. This two-factor authentication process helps prevent unauthorized access to your account, requiring both a password and an external verification code on login.

New to MFA?

If you or someone at your organization is new to VelocityGO, you will need to add an authenticator app on your personal mobile device to be able to access VelocityGO. If you use MFA for other parts of your business, you can use the same app to access VelocityGO as well.

Get Started with MFA

Need to reset your account?

If you are having issues accessing your account, it is probably not a password issue, likely there is a disconnect with your authenticator function. This can happen if you get a new phone. In this case, reach out to efs@energyfinancesolutions.com to request an authenticator account reset. Our team is happy to help get you back up and running in VelocityGO.

Is there a functionality that you'd like us to cover in this e-newsletter? Let us know!

This month, we're focusing on VelocityGO's integration with Finicity. Finicity is an income verification tool created by MasterCard that simplifies the customer's experience when applying for a program that has income requirements. If your programs don't require income verification, this integration won't apply to you or your customers.

Benefits of Finicity

This integration was selected by our Slipstream EFS team for several reasons, with the goal of streamlining your customers' experience within VelocityGO and to bring additional security to their income data.

Some of our favorite benefits of Finicity are:

• Securely backed by MasterCard and other financial institutions around the country.
• Less documentation for your customers! Simply connect the tool to an online banking account to provide a one-time income report to VelocityGO.
• Increased privacy - Slipstream EFS will only see the report created by Finicity and not customer's direct banking information.
• No more searching around for paystubs or other income documents to scan and submit to Slipstream EFS.
• It automatically excludes income that is not relevant to a customers gross annual income.
• Significant decrease in time to approval for the customer!

To learn more about them, check out this video! It's important to note that Finicity is only available to customers who complete an online application themselves. It is not available in other application types.

Watch the Video

Is there a functionality that you'd like us to cover in this e-newsletter? Let us know!

This month, we're focusing on placeholders in VelocityGO and how to make the most of them. A placeholder is a function within the Document Manager in VelocityGO that allows you upload needed documents and files into an application. Uploading in the right place signals the Slipstream EFS team that a review is needed. Here are some tips to leverage placeholders to your benefit:

Using a placeholder

The Document Manager tab will bring you to the placeholders where you will upload documents and files into VelocityGO. All placeholders needed to support a customer application will already be available in Document Manager for your use. Uploading to the appropriate placeholder will trigger the file to move forward in the application process.

Selecting the right placeholder

Placeholders that have a person icon next to them are available for the customer to upload files themselves through their customer dashboard. There are a lot of placeholders in an application, but the two most often used by contractors are "Project Approval" and "Completion".

• Project Approval Placeholder: This is where you will upload project details like a contract, proforma, or other approval documentation required by your program.
• Completion Placeholder: This is where you will upload project completion documentation, like a fully executed certificate of completion for example.

Uploading files to a placeholder

Select the placeholder you need. To upload a document, click the arrow at the side of the placeholder to expand the record. From here, you can either drag and drop files into VelocityGO, or you can use the "Upload File" button to search for the file on your computer. If you have multiple files to upload, you can upload them all to the same placeholder. Simply "confirm" you want to add another document to the placeholder when prompted by VelocityGO. You will know the upload is successful when the placeholder status updates to "In File".

To learn more about placeholders and the Document Manager process, how the work and what they are used for, check out this video!

Watch the Video

Is there a functionality that you'd like us to cover in this e-newsletter? Let us know!

Happy fall! This month, we're focusing on VelocityGO stage and status. These two things together in VelocityGO can tell you where a loan is in the process and what, if anything is needed from you or the customer. Below we've covered two of the most useful stages and statuses for you. To learn more about them, check out this video!

Watch the Video

Project & Document Review stage

This stage tells you when an application is pre-approved and an offer has been selected. At this point, there are two things that can be done:

1. The customer can now submit any documents that they are required to submit for approval. This can be things like income documents or other program requirements.
2. You, the contractor, can upload any of your approval documents to keep the loan moving forward. This can be things like project estimates or other program requirements.

If you aren't sure what is needed in a loan, you can always go to the document manager tab within a loan record to see what documents are required.

Project Installation

This stage occurs once Slipstream EFS has received and accepted the signed loan documents from the customer. At this point, this is when you can start work on the customers project associated with their loan. You will be notified by email when a file enters this stage. The application will stay in the Project Installation stage until we receive confirmation on project completion.

Read more about VelocityGO stages and statuses

Is there a functionality that you'd like us to cover in this e-newsletter? Let us know! Also, keep an eye on your inboxes for next month's e-newsletter where we dive into our income verification tool, Finicity!

Introducing: our monthly VelocityGO user success e-newsletter. Once a month we'll be sharing different system features and functions to help you get the most out of VelocityGO for your teams and your customers. This month, we're focusing on Comments. There are two different types of comments available within VelocityGO, and here we'll cover when to use them.

System Comments

These are the primary communication tool available to you within VelocityGO. When you open a loan file, you'll see a tab at the far right for "comments". When you enter question or update into this field, the loan file will be entered into a queue for the Slipstream EFS team to review and respond to your questions directly. This is the best place to have a quick conversation about a loan with our team.

When you start a new comment we auto-populate most of the fields so you just need to enter your question for our team. Once a comment has been submitted it will go "in queue" for the Slipstream EFS team to review and respond to. When your question has been answered, it will show as "complete". This is the fastest way to get a specific loan question answered.

Placeholder Comments

These comments are where the Slipstream EFS team will leave details if there is an issue with a document or file attached to a specific placeholder. You can find them by opening the placeholder in document manager using the carat to the right of the placeholder to expand the details. You'll find the comments are at the bottom of the placeholder page. If the Slipstream EFS team is unable to accept the uploaded document, we will leave comments regarding what is needed.

These comments are for informational purposes only. They do not enter our comment queue to be automatically reviewed or addressed and don't allow for two-way communication with the Slipstream EFS team. Not to worry, our team is automatically alerted when new documents are uploaded by the system, so there's no need for you to add comments here or under the system comments.