Tutorials
Tutorials
Short, concrete walkthroughs for the tasks brokers do most in BrokerDam.
Connect Velocity
Request your Velocity API key, paste it into BrokerDam and pull your deals, borrowers and co-borrowers across.
Read the tutorial →Run the AI Underwriter
Upload an application package, read the readiness score, verified figures, GDS/TDS and flags, then export the summary.
Read the tutorial →Send documents for signature
Build an e-sign package from a deal, place fields, send it, track progress and download the signed PDF.
Read the tutorial →Capture ad leads
Generate an inbound lead webhook and wire Facebook Lead Ads into BrokerDam through Make or Zapier.
Read the tutorial →Export calculator PDFs
Run a scenario in the calculators and download a branded, client-ready PDF.
Read the tutorial →Import your book
Bring contacts and historical deals over from your current system, with dedupe against later Velocity syncs.
Read the tutorial →