Rep payment operations, connected.
Know exactly what every rep should be paid—and why.
One live balance and a complete financial ledger for every rep. VELOFYN connects loan-status changes, commission eligibility, advances, recurring and one-time payments, adjustments and payouts—and shows the source behind every movement.
25 minutes Built around your rep payment process No obligation
Built inside a real lending sales operation
The payment-run reality
The hardest number is
what you owe each rep.
A loan status changes. Eligibility moves. An advance, recurring payment or charge lives somewhere else. Finance has to reconstruct the balance before it can pay with confidence.
Eligibility changed after close.
Tracked outside the commission file.
Finance has to rebuild the history.
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
The product story
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.
01CaptureLoan-status and payment events arrive securely from Salesforce, Zoho CRM or your source system.02DetermineVELOFYN applies the current eligibility, bank, representative, amount and team rules.03AccountCommissions, advances, recurring payments, charges and adjustments enter one rep ledger.04PayFinance sees the payable balance, approves the payout and preserves the full explanation.Brightway Capital
$100,000 funded · Northstar Bank · Aug 18, 2026
Brightway Capital
$100,000 funded · Northstar Bank · Aug 18, 2026
Eligibility changed
Brightway Capital · Alex Morgan
Commission rule engine
Multiple rules may 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 explained.
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.
Two experiences. One truth.
Finance knows what to pay.
Reps know why.
Explainable by design
Not just the balance.
The path behind it.
Every payable amount connects back to the current loan status, eligibility rule and every earning, advance, charge, adjustment and payout that followed.
Alex Morgan · 60% +$1,200
Advance already paid −$300
Recurring payable +$150
Reserve · 20% of rep commission −$240
Available to pay $810
Control & visibility
The right information.
In the right hands.
Each person sees what their role requires—and nothing they should not. Representatives see only their own records and commission details. Information about other representatives, including commission amounts and rates, remains private and is available only to authorized finance or administrator profiles.
“Built inside a real lending sales operation—not around a generic commission template.”
Illustrative scenario using synthetic data. $1,200 − $300 + $150 − $240 = $810 available to pay.
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.
We connect the system where your deals already live.
Straightforward pricing
A managed implementation—not another tool to configure alone.
We map, configure, connect and guide your team through go-live.
implementation
$200/month · managed support, maintenance & application management
- Rep payment, eligibility and commission-rule mapping
- Dedicated customer environment
- Roles, permissions and configuration
- One source-system integration
- Validation, training and go-live support
Custom requests outside the included scope are estimated and approved separately at $150/hour.
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 does the Zoho CRM integration work?+
We create and map a managed Zoho webhook to VELOFYN as part of implementation. Salesforce and other secure API or webhook sources are supported as well.
How is customer data separated?+
Each customer receives a separately managed product environment and database. Inside it, access is governed by role, module and field.
What do you need from us to get started?+
Your current workflow, source fields and statuses, eligibility and payment rules, roles and common exceptions. We translate them into the configured system and lead implementation.
Can we move from spreadsheets?+
Yes. The product includes a guided CSV/XLSX import workflow with mapping, validation, deduplication, drafts and run history.
What about a feature unique to our company?+
Custom development is scoped and approved separately at $150/hour. Product maintenance and defect fixes remain part of the managed platform service.
See your process in VELOFYN
Let's calculate what one rep should be paid.
We'll map a loan-status change, an earning and an advance or adjustment—then show the representative’s complete ledger through payout.
- 25-minute tailored walkthrough
- Built around your current process
- No obligation