Rep payment operations for lending companies
Know exactly what each rep should be paid—and why.
VELOFYN connects loan status, eligibility, commission rules, advances, reserves and payouts in one traceable rep ledger.
25 minutes Built around your process No generic sales deck
Built from a real lending payment operation
Is VELOFYN a fit?
VELOFYN is a strong fit when:
Loan-status changes affect rep eligibility.
Finance reconciles payouts across a CRM and spreadsheets.
Reps frequently ask how their balance was calculated.
Advances, reserves or recurring payments complicate commissions.
Before VELOFYN
Rebuilding balances
× CRM, spreadsheets and messages
× Eligibility buried in formulas
× Advances and other payments tracked apart
× Reps running shadow accounting
With VELOFYN
One live balance per rep
✓ Eligibility follows loan status
✓ Every type of payment in one ledger
✓ Every change explained and audited
✓ The exact amount ready to pay
How it works
Every movement belongs to the same rep account.
From a loan-status change to an advance, recurring payment, adjustment or payout, VELOFYN preserves one connected and explainable financial history.
Loan status changed
Salesforce · Opportunity / VF-2048
Brightway Capital
$100,000 funded · Northstar Bank · Aug 18, 2026
Commission rule engine
When multiple rules match, VELOFYN shows which one wins—and why.
Every transaction is evaluated against the relevant rules. VELOFYN ranks the matches, applies the most specific valid rule and keeps the winning rule connected to the calculation.
The exact-team rule is the most specific match, so it overrides the representative and organization rules.
Applied rule and source remain linked to the transaction.The rep financial account
One rep. One ledger. Every movement traceable to its source.
Each representative has a complete financial account. Commission earnings, advances, one-time and recurring payments, charges, reserves, reversals and payouts all contribute to one live balance.
Every movement keeps a clear path to the record, rule, event and action that created it.
Alex Morgan · 60% +$1,200
Advance already paid −$300
Recurring payable +$150
Reserve · 20% −$240
Available to pay $810
BASED ON REAL OPERATIONAL USEThe workflow reflects a live lending payment operation. Names and displayed values are synthetic.
Control & visibility
The right information.
In the right hands.
Each person sees only what their role requires. Reps see their own records, balances and commission details; finance and administrators control access to sensitive fields, actions and company-wide data.
Managed setup
Tell us how you pay reps.
We take it from there.
We handle the setup, connection and rollout—so your team can move into VELOFYN with confidence and minimal disruption.
Connects with the system where your deals already live.
One complete product
Simple pricing that grows with your team.
Every customer receives the full VELOFYN product. Pricing changes with active representative count and optional infrastructure—not with product features or commission-rule complexity.
$10/rep / month
15 active representatives minimum.
Process mapping, complete rule configuration, one source-system connection, roles, validation, training and go-live.
Book a tailored demoProgressive discounts from 40 reps
ANNUAL BILLINGSave 12%When paid annually in advance
Complete database separation for customers who require it.
Everything included. Every customer receives the complete ledger, rule engine, approvals, rep portal, permissions and audit history.
Custom requirements outside the included scope are assessed and scoped separately.
Questions, answered
Before we map
your first rep account.
Does VELOFYN replace our CRM?+
No. Your CRM remains where sales activity is managed. VELOFYN receives loan-lifecycle events and turns them into an accurate financial account and payable balance for each representative.
Can it support our commission and eligibility rules?+
VELOFYN supports rules by bank, amount, representative, team size and exact team composition, including effective dates. Loan-status changes, reserves and reversals can be reflected in the representative’s financial history.
Can it manage payments that are not commissions?+
Yes. The product supports advances, one-time non-commission payments and charges, recurring payment schedules, adjustments and their effect on the representative’s payable balance.
How are Salesforce, Zoho CRM and other sources connected?+
We map and configure the source connection as part of implementation. VELOFYN supports Salesforce, Zoho CRM and other systems that can send data through a secure API or webhook.
How is customer data separated?+
The standard platform uses a secured multi-tenant database with strict customer-level logical isolation and access controls. Customers who require complete database separation can add a dedicated customer database and custom portal domain for $150/month. The applicable hosting and security model is documented in the customer agreement.
What is involved in implementation?+
You share your current workflow, source fields and statuses, eligibility and payment rules, roles and common exceptions. We map, configure, connect, validate and guide your team through go-live.
See your process in VELOFYN
See your rep payment workflow in VELOFYN.
We'll map one rep from a loan-status change through calculation, ledger and payout—using the way your team works today.
- 25-minute tailored walkthrough
- Built around your current process
- No generic sales deck