Integrations / Your systems, connected
Your website, CRM and inbox already have a place in your business. Connect around what works today, with aggregator CRM connections on the roadmap.
Email workspace
Customer context
Bank statement insights
Credit information
Digital signaturesWorking connections
These integrations are live. Your onboarding confirms the accounts, permissions and supported actions available to your business.
Live integrationWork the deal from your email. Vela Navigator puts the application, documents and next action alongside the customer conversation.
Microsoft account, Outlook environment and administrator permissions.
Live integrationConnect the customer record and lead flow to Velocity. Give Vela the context to pick up the enquiry and progress the finance workflow.
HubSpot access, field mapping and agreed workflow triggers.
Live integrationBring the income, spending and repayments behind the application into view. Compare the evidence and surface the questions worth asking.
Customer authorisation, supported accounts and the statement period available.
Live integrationKeep credit information alongside the application and banking evidence. Review reported commitments, enquiries and entries that need attention.
Account access, customer authorisation and the configured report service.
NOW Finance is API active, with more lender connections coming soon. Lender matching is already live across our full asset finance panel, within your accreditations.
Your accreditation, the financier connection and its supported actions.
Live integrationConnect the signing step to the deal through the live Docusign API. Keep the document handoff part of a coherent customer experience.
Docusign access, document requirements and the configured signing workflow.
Your accredited panel. Supported API actions. Your team in control.
Designed around your business
Use your existing website for enquiries. Connect the lead flow so Vela can pick up the conversation and guide the customer into the next step.
Aggregator CRM connections are planned or proposed. HubSpot is live today. Explore the status list below; each new connection depends on API access and agreed scope.
Agree field mappings, actions and review points with your team. Connection scope is confirmed before your workflow goes live.
| Integration | Velocity status |
|---|---|
| HubSpot | Live |
| VikingPlatform scope to confirm | Planned |
| FintelligenceAmbition Cloud | Planned |
| COGCOG Connect | Planned |
| AFGSuite360 · FLEX · BrokerEngine Plus | Planned |
| ConnectiveMercury Nexus | Proposed |
| LMGMyCRM / MyCRM Diversified | Proposed |
| FinsureInfynity | Proposed |
| Other groups | Research / prioritisation |
Platform names identify each group’s technology ecosystem. Roadmap connections are not live; supported products, API access and timing still need confirmation.
YOUR NEXT MOVE
Join the waitlist and tell us what your brokerage needs to connect.
