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Everything about credit intermediation, regulation, technology and best practices to grow your business.

Tied vs Non-Tied Credit Intermediary: Which to Choose in Portugal?
Featured Licensing

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.

Equipa CRM Crédito 10 min read
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Banco de Portugal Tightens Rules for Credit Intermediaries in 2026
Banco de Portugal

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.

7 min
Novobanco: 600 AI Agents Accelerate Mortgage Processing
Technology

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.

5 min
Obligations of the Credit Intermediary in Portugal (2025)
Legal

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.

3 min
Want to Become a Credit Intermediary? With Legal Support, Everything Becomes Easier
Legal

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.

2 min
Credit Intermediation CRM: The Best Solution to Manage and Increase Approvals
CRM

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.

2 min
Credit Intermediaries: A Key Player in the Mortgage Market
Market

Credit Intermediaries: A Key Player in the Mortgage Market

Credit intermediaries consolidate their role as central figures in the mortgage market in Portugal.

2 min
The FinTech Revolution in Credit Intermediation
Technology

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.

2 min
AI and Credit CRM: The New Digital Revolution in Credit Intermediation
Technology

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.

2 min