In person or on video — tap start and the AI listens through your mic, coaching you in real time and filling the worksheet as you talk.
Worksheet
Session
Session with · optional
Past sessions
Past sessionsDone
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Calls
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Talks
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Appts
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Book
Lead
Loading history…
Next best step
Reviewing this lead…
Activitycalls · texts · notes
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Vel briefing
Reviewing lead…
LIVE
Opening Messages…
Recent calls
your last 25 dials · newest first
SettingsDone
Open the section you need. Everything else stays out of the way.
Basicslanguage, alerts, and connection
Push alertslead texts & missed calls buzz this phone
ConnectionIn-app calling
Leads & Phone Numbersimport leads, work your queue, and manage phone numbers
Send texts in the appon: iMessage-style, in-app · off: opens your phone's Messages app
👥 Beneficiary leads
Your lead forms name beneficiaries — family members your clients already told you about. Any that arrived with a phone number are added free; for the rest, Velocity can find the number and you see the exact price first.
Clearing the queue never deletes your leads.
Checks which numbers in your Call queue are live · included by your operator, no charge to you.
Your phone numbers
Add a local area code for another licensed state.
Phone number health
Pickup rate across the calls you have made from each line. Repeat Dial and every other feature stay yours to use — this is just the read.
Loading your numbers…
Profile & linkspublic page, booking, and advisor card
Advanced link details
Callsreceiving, making, recording, and Maya
Receiving calls
Maya answers my inbound callson: your AI receptionist answers, qualifies, and transfers hot callers to you · off: your dialer and cell ring
Only after hours (8pm–8am)business hours ring you; evenings, nights, and early mornings go to Maya
Accept incoming callsoff = your phone and this app never ring. Callers go to the agents on your Live Transfers list, to Maya if she answers your line, otherwise to voicemail — and you still get the missed-call notice. Using Maya to screen calls? Leave this ON: she only transfers a live caller to agents who have it on.
Ring app first, then my cellwhen this app is open, it rings alone for 8s — answering here means your cell never rings; no answer or app closed, your cell rings as usual
Text back missed callsa caller who rings out gets one text (per 24h) asking for a good time — reply lands in your thread
Available inbound options appear here for your plan.
Making calls
In-app routes audio through this device (headset/speaker, screen on) with live coaching. If it can’t connect, it rings your phone instead.
Hands-free sessionanswer your phone once — the whole queue dials automatically, one lead after another, even with your screen locked. Tap Dial to start; hanging up ends the run.
Let AI place the callAI dials & qualifies — you don’t talk
Answering-machine detectionOff: you hear the greeting and tap Drop yourself. On: a detected voicemail is dropped automatically and you move to the next lead.
Leave my voicemail message
Two ways to do this — record your own voice, or let Maya say it for you. Either works, and you can switch any time.
We call you, you speak after the beep, press # when done. About a minute.
Record callsapplies to your outbound dialing sessions — incoming calls are always recorded
Keep screen awake while dialing
Booking & Calendaryour booking link, alerts, and calendar subscription0
Setup required Add an email or mobile number so you do not miss new bookings.
Your booking page
How clients can meet with you
these options appear on your booking page.
Let clients book secure video appointments through your booking link.
Calendar sync
Subscribe once to keep future bookings, reschedules, and cancellations in sync.
Google Calendar
Other calendars → + → From URL → paste the Velocity Pro feed.
Outlook
Add calendar → Subscribe from web → paste the Velocity Pro feed.
Apple Calendar
Open the webcal link above, or copy the feed and add a subscribed calendar.
Booking alerts
In-app booking alertsnotify every signed-in surface that belongs to you
Texted to your notification mobile above.
Upcoming bookings
Only appointments assigned to your account appear here.
Loading bookings…
Appearancedark, light, or velocity blue
System uses the Velocity Pro default blue theme.
Help & FAQquick answers without leaving the app
No answers match \u2014 try another word.
Manage subscriptionSign out
Export my leads (CSV)
Your leads are yours. Download them any time.
Open my Velocity portal →
Your calendar, your recruits and your organization live there.
Your public pageDone
Clients book from this page and save your contact from it. A photo and your licensed states are what make it look like yours instead of a placeholder.
☺
…or paste a link to a photo below
velocitypro.app/advisor/
Letters, numbers and hyphens. This is your advisor card and booking link.
Two-letter codes, separated by commas.
Checking Health unlocks the Health book and worksheet across Velocity. Leave both empty if you are not licensed yet.
Only the ones you can actually write. These set which carriers you get quoted and what shows on your advisor card.
Preview my advisor card →Preview my booking page →Copy my card link
Add leadsDone
CSV or Excel from your lead vendor — the usual columns (Name, Phone, Email, State…) are recognized automatically. Up to 10,000 rows per file.
📄
Drop your file here
orchoose a file
CSV, XLSX or XLS
Same vendor every week?Ask for a webhook— they send leads straight into your book, no file.
One number per line — a name before it is fine (Maria Alvarez, 313-555-1234).
Send a lead you own to another agent in your organization. Type their name or NPN — we'll show you who it is before anything moves.
Add to call Cancel
They join the call and are heard by everyone.
— or type a number —
KeypadDone
Save this worksheetNot now
Which pipeline?
V
Dialer
sign in to get started — you'll stay signed in on this device.