Vela
Loan management is often chaotic, with customers overwhelmed by endless emails, unprompted calls, and duplicate document requests, while loan officers juggle disorganized workflows and inconsistent tracking. Vela aimed to solve this by providing a centralized platform where customers can manage documents, track loan progress, and communicate directly with their loan officer, creating a seamless, efficient, and professional experience for all.
For the bank customer, Vela transforms a disjointed, unprofessional process—characterized by excessive emails, unprompted calls, and duplicate document requests—into a seamless experience. Customers can view all required documents, assign tasks to others, track loan progress, and communicate directly with their loan officer, all within Vela. This streamlined process significantly enhances the customer experience, strengthening the bank’s ability to retain valuable customer relationships.
“Ko-kee” is the sound made by a small frog native to Puerto Rico. The distinctive mark can be found in drawings on cave-walls, rocks and trees all over the island.
The key persona in Vela is the bank user, often overwhelmed by scattered emails, poorly labeled files, and inconsistent documentation methods. Vela’s interface streamlines this chaos, providing a clear way to request and track documents while visualizing loan status from start to finish. It also enables loan officers to address documentation issues directly with customers, cutting through the noise of endless email chains and phone calls. Additionally vela provides a higher altitude view of their loan pipeline, showing loan officers data visualization, to-do-lists, notifications, and loan-health based priorities.
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