Vela / Velocity Loan Assistant
Your AI-powered PA.
Already on it.
Vela calls and qualifies new leads, takes your voice notes, emails or chat, and prepares scenario summaries and email drafts for your review.
Jason wants to discuss finance for a LandCruiser 300. He has asked your brokerage to call him.
The first conversation, already captured.
- Looking to buy
- LandCruiser 300
- Purchase timing
- Still comparing vehicles
- Question for the broker
- Personal or company finance?
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 contextTwo documents. A useful head start.
From a licence and payslip
to a prefilled application.
Use Jason Bourne’s sample documents to see personal details populate, five earnings lines stay separate and the important questions remain open for the broker.
Fictional source document · test data only
The details are already there.
Let Vela read the sample licence and bring the personal details into the application.
Fictional document workflow. Use the steps and source links to explore.
Across your customers’ payslips
There’s more to income
than the total at the bottom.
Different payslips contain different income types. From standard pay to commission and shift loading, keep each category intact so you can assess its history and the lender’s treatment.
Extracted amounts stay linked to the payslip. Variable income is not automatically annualised or treated as lender accepted income.
Follow-up / Explore the workflow
The right reminder.
Until it’s resolved.
A document request should move with the conversation. Explore the handover from an email reminder to a customer upload and the broker’s next action.
- Ask for what the file actually needs.
- Check the document before closing the request.
- Keep exceptions and the next owner in view.
Set the channels, permissions and review points around your team. Confirm the supported workflow during onboarding.
See the broker’s view in OutlookOne payslip still needed.
Fictional workflow. No upload, message or reminder is actioned. Confirm supported automation for your setup.
Fictional document follow-up. Choose a stage to explore.
YOUR NEXT MOVE
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