One platform, manage everything A to Z

A full-page dashboard that brings together your key figures, deadlines and priority files. Find any contact or file in a single keystroke with global search.

Centralize clients, co-borrowers and introducers. Track every financing need in a visual pipeline, from qualification to signature.

Build files with co-borrower groups, income, expenses and equity. Automatic borrowing-capacity calculation, financial simulations and reference rates configurable for your office.

Collect, classify, version and expire supporting documents. Full-text search and one-click document requests sent to your client, straight from the file.

Get mandates and offers signed remotely, with legal value. Trigger from a document, a template or a process step; signed files are archived automatically.

Built-in softphone, screen-pop on calls, recording and history. Your communications linked automatically to the right contact and the right file.

Email, chat, WhatsApp and SMS in one unified inbox. The whole client conversation in one place, shared across the team.

Draft and translate your business messages in seconds. Confidential or cloud engine, your choice, so you stay in control of your data.

A white-label space where clients upload documents, track progress and communicate securely — and where introducers send you their deals.

Integrated calendar with two-way Google and Microsoft 365 sync, online booking and automatic reminders.

Handle internal and client requests through a ticketing module, with an AI-assisted first line of support and clear resolution tracking.

Publish a public, on-brand website in a few questions — powered by your team, offices, opening hours and rates — with online appointment booking.