An intelligent,
vertical platform that optimises credit intermediation through automation and AI
Trusted by leading mortgage brokerage franchises in the Iberian markets.
Connecting banks, partners, and customers in real time to help credit intermediaries efficiently match clients with the right credit products.
A specialised CRM for credit intermediation, managing leads from multiple sources, generating mortgage loan proposals from various banks in two clicks, and handling mortgage loan processes end to end.
A powerful document management system with AI auto-fill features, covering ESIS (“FINEs”) and a wide range of customer documents, designed for high efficiency.
Key features
Trusted by leading property agents, mortgage brokers’ franchise networks and independent credit intermediaries in Spain and Portugal.
Integrates leads from simulators, websites, landing pages, partner and client portals.
Manages documentation, fills data with AI, integrates with customer data collection and e-signature platforms.
Provides streamlined API integrations with leading banks for instant, diversified loan proposals and real-time follow-up.
Automates lead scoring and distribution, process funnels, tasks and notifications for real-time proposal updates.
AI-powered assistant for appraisals, mortgage proposals, data filling, phone call summaries and document processing.
Fully GDPR compliant and aligned with the latest regulatory standards from central banks.