What Resources We Have
At Velis, we pride ourselves on providing an extensive range of resources that are critical for mortgage advisers. These resources cover information from multiple banks, including:
- Refinancing Terms: Compare the refinancing terms offered by different banks to help your clients find the best options.
- Residential Property Lending: Stay informed on the latest lending rates, terms, and conditions.
- Loan-to-Value Ratios (LVR): Understand each bank’s LVR requirements and how they impact mortgage approval processes.
- Unbiased Information: We collect and present freely available data from numerous financial institutions to help you access a comprehensive view of the market.
- Compliance Documents and review: Ensure you are up to date with the necessary compliance and regulatory documentation for providing advice. Velis partners with businesses who specialise in compliance reviews.
Additionally, we offer a wide range of calculators to make your job easier and more efficient, covering various aspects of mortgage advising.
Access to the Velis portal
At Velis, our mission is to help both new and experienced mortgage advisers thrive. We recognise that the financial world is always evolving, and having instant access to up-to-date information is essential. That’s why we provide access to the Velis portal providing resources that:
- Stay Current: We regularly update our resources to reflect the latest changes in financial services. Our aim is always to have these resources updated instantly, but occassionally there will be a slight lag depending on the financial institution.
- Consolidate Data: Instead of visiting multiple websites or referencing scattered documents, you have everything you need in one place.
- Improve Efficiency: Save time by having readily available information when advising clients or making important decisions.
- Support Growth: Our resources are designed to help advisers stay competitive and provide the best service possible to their clients.
By offering this in one unbiased platform, we ensure that you have all the tools you need to succeed, whether you’re just starting out or are an established professional.
use Our next-gen AI Chatbot to Help Find Resources
Our state-of-the-art AI chatbot, equipped with next-gen speech-to-text technology, revolutionises how you access and interact with resources. With our chatbot, you can:
- Ask Questions via Voice or Text: Whether you prefer typing or speaking, our chatbot is ready to assist.
- Quickly Search for Information: Instead of manually going through PDFs, simply ask the chatbot and get immediate answers.
- Save Time: Mortgage advisers can now retrieve essential information in seconds, which streamlines the client advisory process.
- Navigate Resources Effortlessly: The chatbot searches through all available resources, finding exactly what you need, whether it’s lending terms or compliance updates.
This innovative tool saves hours of research time and ensures you can make informed decisions quickly and efficiently. (coming soon)
Our Calculators
Our range of calculators is designed to help both mortgage advisers and individuals navigate their financial journeys. We offer 13 calculators, each serving a specific purpose (Sample below):
- Repayment Calculators: Calculate regular mortgage repayments based on interest rates, loan terms, and principal amounts.
- Interest-Only Mortgage Payments: See how much you or your client will need to pay on an interest-only loan.
- Lump-Sum Payments: Evaluate how one-off payments will impact loan terms and reduce overall interest.
- Rent vs. Buy Calculators: Help clients determine whether renting or buying is more financially beneficial for them.
- Borrowing Power Calculators: Assess how much a client can borrow based on their income, expenses, and current debt.
- and more…
Each calculator is designed to simplify complex financial calculations, ensuring you can provide accurate and informed advice quickly.
Examples below
Velis portal subscription
To unlock all the benefits Velis has to offer, including access to our comprehensive resources, calculators, compliance documents, and AI-powered tools, becoming a member is the next step. Prices vary based on the service level:
- Full Access to All Resources: Stay updated with the latest bank and financial services information.
- Full Access to All Calculators: Use our suite of tools to make informed financial decisions with ease.
- Compliance Documents: Ensure you’re always in line with regulatory requirements.
- AI Chatbot: Find answers instantly with our voice-enabled chatbot.
- Create Resource Listings: Customize and organize your resources within our platform to suit your needs.
