Simplify contact management, automate processes and close more credits with the most complete platform on the market.
FEATURES
From lead to commission: processes, AI, simulations and bank integrations in one place.
Build summary tables in seconds and present your client with the best credit conditions.
Create simulations in seconds and send clients the full cost of their credit request. Increase response time and win more clients.
Track your team and company processes and keep them up to date with unmatched client follow-up.
Receive client documents directly into your CRM and forward them to banks from a single place.
Centralize all credit knowledge. Essential information available to your team quickly and in an organized way.
Process all commissions and know exactly what to pay managers. Say goodbye to Excel and lost information.
Let your clients sign GDPR forms digitally, simply and quickly, with direct CRM integration.
LEAD CAPTURE
Stand out from the competition with a custom website fully integrated with your CRM. Capture leads directly into your pipeline and automate the first touch.
LEGAL SUPPORT
TESTIMONIALS
A highly intuitive platform that organises our team's daily workflow and streamlines the entire process management with the necessary compliance checkpoints. The comparison tables are incredibly practical and save us a great deal of time.
Nádia Costa
Manager · NC Credit Intermediaries
After trying several platforms, this one is five stars. A 360-degree view of every process, highly adaptable, and a support team always available to resolve everything on the spot — something rare nowadays.
Paulo Correia
Manager · PCIC Credit Intermediary
Finally a partner that listens to the user's needs without overcomplicating things, and helps find solutions with complete availability. It has been a very positive surprise.
Sofia Cordeiro
CEO · Mortgage Brokers
It simplified my processes and automated daily tasks, freeing up quality time for clients. A complete platform, constantly evolving, built by professionals for professionals.
José Leão
CEO · JC Leão Credit Intermediary
It gave me the structure and confidence to grow. Partners can follow every stage of the credit process with ease, generating more engagement, more business and a far more professional experience.
João Bento
Credit Manager · Desafios de Escolha
I chose CRM Crédito for its ease of use after trying other tools. Less time spent organising and submitting processes, and the support team is always fixing issues and improving the platform.
Daniel Baptista
Credit Intermediary · DS Imobiliária Barreiro
An excellent platform to support intermediation — highly intuitive, easy to use and well structured. It keeps us up to date at all times. A partner just a click away.
Sérgio Paul
Managing Partner · Averius
Very intuitive — it helped me organise credit processes in a simple, structured and swift manner. The Partners feature is a major asset, with outstanding support from the team.
João Oliveira
Manager · CrediHab
The platform has earned an important place in my company. Organising credit processes has become much simpler, and at the same time it makes client interaction far easier.
Bruno Veiga
Credit Intermediary
BLOG
Regulation, technology and best practices for credit intermediaries.
licenciamento Practical guide to choosing the right credit intermediary category for your business in Portugal. Differences, obligations and impact on the business model.
banco de portugal The Banco de Portugal is preparing new rules for credit intermediaries. More transparency, more mandatory proposals, more oversight. Find out what is changing and how to prepare.
tecnologia Novobanco has nearly 600 AI agents created by its own staff. Mortgage analysis time has dropped by 75%. Find out what is changing.
BOOK A DEMO
Pick a time that works for you and we will walk you through the CRM Crédito. 30 minutes, no strings attached.
