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Everything about credit intermediation, regulation, technology and best practices to grow your business.
Banco de Portugal licence: legal support before submitting the request
Planning to apply for a credit intermediary licence? See why it makes sense to review documents, category and requirements before submitting to Banco de Portugal.
Credit Intermediary Licence: what you need to start in Portugal
Learn which courses, requirements and documents are needed to obtain a credit intermediary licence in Portugal and how legal support can speed up the process.
Banco de Portugal 2026 guide: what changes in practice for intermediaries
Banco de Portugal's practical guide does not create new rules, but organises existing duties for credit intermediaries. See the comparison with the previous framework.
Banco de Portugal confirms the weight of credit intermediaries
Data released in advance by Banco de Portugal shows that intermediaries are involved in around half of consumer credit and mortgage credit volumes.
Youth State Guarantee 2026: mortgage cases need a specialised CRM
Portugal's youth state guarantee increased mortgage demand. See how CRM Crédito helps intermediaries with pipeline, simulations, documentation and digital GDPR.
Credit Advertising 2026: campaign leads need a CRM
Credit campaigns require accuracy and organisation. See how a CRM-integrated website helps intermediaries capture leads and manage cases without dispersion.
Consumer Credit Maximum Rates 2026: simulations need CRM
Banco de Portugal published Q2 2026 maximum rates. See why credit intermediaries need CRM to organise simulations and credit cases.
PedirDocumentos.pt: official document collection with CRM Crédito 2.0
In the upcoming CRM Crédito 2.0, PedirDocumentos.pt will be an optional integration to collect official documents directly in the credit process.
Document collection as a natural extension of CRM in credit
Document collection does not need to be technically integrated with the CRM to follow the same logic of management, control and process follow-up.
Tied vs Non-Tied Credit Intermediary: Which to Choose in Portugal?
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 Tightens Rules for Credit Intermediaries in 2026
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.
Novobanco: 600 AI Agents Accelerate Mortgage Processing
Novobanco has nearly 600 AI agents created by its own staff. Mortgage analysis time has dropped by 75%. Find out what is changing.
Obligations of the Credit Intermediary in Portugal (2025)
Complete guide to the legal, administrative, compliance and ethical obligations of credit intermediaries authorised by the Banco de Portugal.
Want to Become a Credit Intermediary? With Legal Support, Everything Becomes Easier
Credit intermediary licensing at Banco de Portugal: specialised legal support for registration, fitness, liability insurance and annual renewals in Portugal.
Credit Intermediation CRM: The Best Solution to Manage and Increase Approvals
How a specialised CRM for credit intermediaries in Portugal organises processes, automates simulations and increases approval rates for mortgage files.
Credit Intermediaries: A Key Player in the Mortgage Market
Credit intermediaries consolidate their role as central figures in the mortgage market in Portugal.
The FinTech Revolution in Credit Intermediation
Technology is transforming credit intermediation in Portugal. FinTech acts as a catalyst for digital innovation, automation and AI across the banking sector.
AI and Credit CRM: The New Digital Revolution in Credit Intermediation
How Artificial Intelligence integrated into a credit CRM is transforming intermediation in Portugal: automated analysis, scoring and real-time recommendations.