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.
For asset finance brokers
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.
Work where the conversation happens
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.
Vela handles inbound enquiries and can call new leads before you open the file. Review their needs, timing and outstanding questions in the handover.
Read the source documents, prefill the application and bring bank statements and Equifax into the picture. Keep the details ready to assess.
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 lowest rate is one part of the decision. Customer objectives, product terms and what happens next all matter.
Keep identity, income, account activity and credit information together. Surface what is missing or inconsistent, with source evidence available for review.
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.
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
Join the waitlist. Asset finance brokers first, with mortgage broking planned as a later expansion.