For asset finance brokers

Less chasing.
More broking.

Give your brokerage an AI-powered PA for lead calls, applications and the next move. Keep your aggregator, lender relationships and tools. Vela prepares the work; your team stays in control.

Your next move, in viewIllustrative workspace
JB
Jason BourneVehicle finance · Treadstone employee
In review
Licence details capturedSource available during document review
Payslip income separatedBase, bonus, overtime and allowances
Bank statement readCredit report still required
VELA · NEXT STEPReconcile the income and complete the evidence.

Review the pay totals, request more income history and obtain the credit report.

Inspect the evidence behind the file

Work where the conversation happens

Your business.
With more working for it.

Start from your existing website, CRM or Outlook inbox. The customer journey carries your brand. Vela carries the context forward, with your team in control of the deal.

Broker analytics

Your pipeline.
Your order bank.
On demand.

See the bigger picture
01

Call and qualify the lead

Vela handles inbound enquiries and can call new leads before you open the file. Review their needs, timing and outstanding questions in the handover.

02

Prepare the application

Read the source documents, prefill the application and bring bank statements and Equifax into the picture. Keep the details ready to assess.

03

Ask for the next move

Send a voice note, email or chat. Workshop the scenario and get an options email with the pros, cons and next questions, drafted for your review.

Useful intelligence

The right fit needs the whole story.

The lowest rate is one part of the decision. Customer objectives, product terms and what happens next all matter.

Evidence

A picture you can assess

Keep identity, income, account activity and credit information together. Surface what is missing or inconsistent, with source evidence available for review.

Customer objectives

The future belongs in the conversation

Early payout, refinancing plans and the need for flexibility can change the right lender path. Record the customer’s intention and explore the relevant scenarios.

Lender options

A shortlist with a reason

Consider policy fit, cost, product terms and the customer’s objectives across the supported panel. Keep the rationale, trade-offs and remaining checks with the file.

Your team retains the judgement. Set the process, review material actions and route exceptions to the right person. Vela’s follow-up works within the channels and permissions you configure.

YOUR NEXT MOVE

Make room for the work only you can do.

Join the waitlist. Asset finance brokers first, with mortgage broking planned as a later expansion.

Join the waitlist