CRM for Credit Brokers
CRM for credit brokers with lead capture, documents, banks, offers, statuses, commissions, reminders and reporting.
Request a consultation →What is included
Lead pipeline
Website, ads and partner inquiries in one pipeline with first-contact SLA.
Documents and banks
Client checklist, bank statuses, missing documents and offer versions.
Commissions
Expected and actual commissions, due dates, payments and consultant split.
Automations
Email/SMS reminders, follow-up tasks and lost-deal reporting.
Why a custom system
We build around the real workflow, roles, documents and integrations — without unnecessary SaaS modules and without per-user monthly fees.
Integrations
We connect ERP, CRM, warehouse, accounting, ecommerce, couriers, payments and external portals around the business process.
