Limited onboarding places

FOR BROKERS. BEYOND BUSINESS AS USUAL.

Finance
superpowers.

Convert more enquiries. Spend less time on admin.

Meet Vela, your AI-powered personal assistant for finance.

Join the waitlistSee Vela in action

Works where you do. Right inside Outlook.

HUMAN EXPERTISE. EXTRAORDINARY REACH.Explore what comes next

A familiar world.
A powerful new connection.

Explore integrations
VelaVELOCITY LOAN ASSISTANT

AN EXTRA PAIR OF HANDS. WITH THE CONTEXT.

Your AI-powered PA.
Already on it.

Keep the systems that work. Let Vela call new leads, capture the first facts and prepare the next move. Brief your PA by voice note, email or chat.

Meet your personal assistant
Your customer relationshipsYour final say
VelaAI-POWERED PA
Interactive example
A NEW WEBSITE ENQUIRY

Jason wants to discuss finance for a LandCruiser 300. He has asked your brokerage to call him.

JB
Jason BourneLandCruiser 300 · fictional scenario
Call brief prepared

The first conversation, already captured.

Outbound voice · sample conversationVela introduces itself as your brokerage’s AI assistant.
Looking to buy
LandCruiser 300
Purchase timing
Still comparing vehicles
Question for the broker
Personal or company finance?
YOUR HANDOVER

Jason’s plans are captured. Confirm the vehicle price, intended use and who would borrow before comparing options.

Read the sample call

VelaHi Jason, I’m Vela, the AI assistant for your brokerage. You asked us to call about an LC300. Is now a good time, or would you prefer a broker to call?

JasonNow is fine. I’m still comparing vehicles and wondering whether to buy personally or through Treadstone.

VelaI’ll capture that for your broker. What will you use the vehicle for, and what’s your role at Treadstone?

Those details remain open in this example. The broker receives the question alongside the lead.

Fictional example. No live call, recording or message. Finance options require broker assessment.

Explore the deal context

YOUR INBOX. UPGRADED.

It starts with an email.
Then Vela gets to work.

The documents. The income. The reason behind the next move. Watch one deal come together without leaving the conversation.

ONE DEAL. EVERY DETAIL.
OutlookSearch mail and peopleJL
Documents for my application
JB
Jason Bournejason@treadstone.example
To: Jordan Lee28 May 2025 · Sample

Hi Jordan,

I’ve attached my driver’s licence, payslip and bank statement for the vehicle finance application.

I work at Treadstone Global Operations Pty Ltd. My pay includes overtime, a bonus and allowances.

I’d also like to understand my options if I pay the loan out early.

Thanks,
Jason

VelaNAVIGATORIn Outlook
JB
Jason BourneVehicle finance · $74,500
AF-1048
01 / RECEIVED

A familiar place. A new superpower.

Your customer’s email is the starting point. Vela brings the linked deal into view.

Customer conversation linkedJason Bourne · Treadstone Global Operations
3 documents attachedLicence, payslip and bank statement
CUSTOMER OBJECTIVE

“I’d also like to understand my options if I pay the loan out early.”

Your conversation, documents and next move. In the same place.
Prepared by Vela. Decided by you.
Illustrative product experienceFictional documents, people and lenders · no live actions
Your inbox stays familiar. Your capability changes.Explore each step at your own pace.

Step 1 of 6: Received. A familiar place. A new superpower.

Velocity Loan Assistant. Your expertise, extended.Explore Velocity for Outlook

ONE DEAL. ALL THE WAY THROUGH.

Every next step.
A little more effortless.

Connect the moments between a new enquiry and a settled deal.

INBOUND + OUTBOUND AI VOICE

Make the first move.

Vela takes inbound calls and follows up new enquiries, including leads from your existing website. Your broker gets the context for a useful conversation.

Meet Vela
VELA / DEAL FLOW01 — 06
JB
Jason BourneTreadstone Global Operations
Sample file

New website enquiry

Vela starts the conversation

Context ready for the broker

Prepared by Vela.Directed by you.

THE PAPERWORK, ALREADY WORKED THROUGH.

From documents.
To decisions.

Vela handles the data entry, document organisation and analysis. You get the key facts, the exceptions and a clear next step.

VELA / YOUR DEAL, UNDERSTOOD
MANY SOURCES

The detail comes in.
The busywork disappears.

Capture. Name. File. Read. Analyse.

Vela
CONTEXT.
CONNECTED.
Every detail has a source.
ONE CLEAR DEAL BRIEFFor your review

Jason Bourne

Personal finance · supplied fictional documents

The details are together. The important questions are still visible.

Needs attention3 items
$2,531.93 net-pay difference

Gross less deductions gives $11,094.07; the payslip prints $8,562.14. The printed YTD gross also differs from the earnings rows by $1,000.

Next: Clarify the pay totals and variable-income history before relying on the income.

Payment outside bank period

The bank statement ends 21 May 2025; this payslip is payable on 28 May 2025. Its payment cannot be reconciled to the supplied period.

Next: Request complete banking history that covers the payslip payment.

Credit report missing

No credit score, reported commitments, enquiries or default status has been established for this example.

Next: Obtain the appropriate credit report through the authorised workflow.

WHAT’S NEXT
  1. 1
    Reconcile the income

    Resolve pay discrepancies, then confirm variable-pay history and allowances.

  2. 2
    Complete the banking evidence

    Get the complete history covering payday; reconcile receipts and expenses.

  3. 3
    Confirm identity and commitments

    Verify identity and credit, then confirm loan and ownership details.

Vela prepares the picture. You make the call.

Supplied fictional documents. No live identity verification, credit request or submission. Lender fit is not confirmed and no approval is implied.

Explore the evidence workspace

From documents to a prefilled application.See Vela read the source, separate income and flag details that need a second look.
JB
Jason BourneTreadstone Global Operations Pty Ltd
Interactive sample
Source documentReady to read

Fictional source document · test data only

Sample source available during document review.
How identity evidence should be handled
VelaVelocity Loan Assistant
Identity details
01 / FROM DOCUMENT TO DETAIL

The details are already there.

Let Vela read the sample licence and bring the personal details into the application.

Full name
Awaiting read
Date of birth
Awaiting read
Residential address
Awaiting read
Licence number
Awaiting read
Licence expiry
Awaiting read
Name, date of birth, address, licence number and expiry.
Illustrative workflow · fictional documents and data
Source details support the review.Every decision stays with the broker.

Fictional document workflow. Use the steps and source links to explore.

THE REASON MATTERS.

The lowest rate isn’t always the best fit. Customer objectives, future plans and policy belong beside the numbers.

Explore the platform

THAT WAS BEFORE VELA.

Remember when
you did it all
yourself?

Some things feel normal.
Until you discover a better way.

01

Calling every new lead.

A conversation, already started.
02

Typing what’s already on the payslip.

The detail, ready for review.
03

Chasing the same missing document.

A follow-up with the context.
04

Finding the exception at settlement.

A question raised earlier.

OPERATIONALLY INVISIBLE.

Keep what works.
Add what’s next.

Your brand. Your customers. Your way of working.
White-label customer experiences, with Velocity working behind the scenes.

+

Keep your inbox.

Bring the deal alongside the conversation with Vela Navigator for Outlook.

Inside Outlook

Connect your workflow.

HubSpot, your website and supported lender APIs. Pipeline and order bank analytics, on demand.

Your connections

Start with one workflow.

See the fit. Discuss a focused pilot. Measure the difference before expanding.

Join the next intake

MAKE ROOM FOR THE WORK THAT PAYS.

What is one more
settled deal worth?

Use your own numbers. Put the opportunity in perspective.

Use your typical asset finance deal.
Your comparison budget, not a quoted Velocity plan.
ONE EXTRA SETTLED DEAL$2,200

gross brokerage

4.4×

your monthly software budget
from one additional deal

Illustration in AUD, not a forecast or earnings promise. Gross brokerage is before aggregator splits, operating costs and other deductions. Compare inputs on the same GST basis. Additional settlements are not guaranteed.

A FEW GOOD QUESTIONS.

Clear before
you connect.

Our current system handles applications and lodgement. Why Vela?

Keep the tools that work. Vela is your AI-powered personal assistant around the deal: calling and qualifying new enquiries, capturing facts, working through a scenario and preparing useful emails. Brief Vela through voice notes, email or chat, with your team setting the permissions and reviewing the decisions.

Can I keep my brand and current setup?

Yes. The customer experience is white-labelled to your brokerage or dealership. You keep the customer relationship, your aggregator and accredited lenders. HubSpot is live; aggregator CRM integrations are planned or proposed. We confirm available connections and branding during onboarding.

Can I work from Outlook?

Yes. Vela Navigator brings the deal alongside the customer email in supported Microsoft 365 environments. Organisational installation, permissions and the Outlook version you use are checked during onboarding.

Does Vela choose the lender for me?

Vela helps you assemble the evidence and consider lender fit. Customer objectives, variable income, costs and plans such as early payout matter. You review the reasoning, decide the recommendation and approve the relevant actions.

Is Vela available for mortgage brokers?

Our first onboarding focus is asset finance brokers. Broader mortgage workflows are planned for later.

What happens when I join the waitlist?

Tell us about your brokerage. We’ll explore a relevant workflow, confirm supported connections and discuss a scoped pilot with agreed measures. Review the results before expanding. Availability and terms are agreed first; joining does not reserve a place or create a subscription.

Limited onboarding places

Your expertise.
At full velocity.

Be part of the next intake of asset finance brokers.
Let’s build your better way of working.

Join the waitlistA conversation about fit. A plan for your workflow.