Loading...
The full mortgage lifecycle in one platform. From lead to notary without losing deadlines, offers, or commissions. Built for mortgage brokers in Spain.
Everything a mortgage broker needs to manage cases from first contact to closing.
Seven stages visualized as a Kanban board: New, Documentation, Analysis, Approved, Signed, Denied, Closed. Drag cases between stages and see how many days each has been stuck.
Borrowers, co-borrowers, and guarantors per case. Each with personal data, employment type (salaried, self-employed, civil servant, retired, unemployed), income, and debts. The client is auto-added as the primary borrower when creating the mortgage.
The checklist generates itself based on each applicant's profile. Payslips, work history, and tax returns for salaried employees. Quarterly VAT and receipts for self-employed. Nota simple and appraisal always. Progress bar with required documents.
Compare offers from several banks: TIN, TAE, Euribor spread, fixed years in mixed rate. Bonuses for salary direct deposit, insurance, and cards. Origination, cancellation, and subrogation fees. Accepting an offer mirrors the rates onto the case.
French amortization with daily-cached Euribor. Viability traffic light with four metrics: debt-to-income, payment-to-income, employment tenure, and savings coverage. Export the full amortization schedule as PDF.
Ley 5/2019: 14-day binding offer. Appraisal valid for 6 months. Deposit, notary, signing, and closing dates. Traffic-light alerts (red ≤3 days, amber ≤14 days). Dashboard widget with upcoming deadlines.
Actionable data to close more cases and know in real time how much you've earned.
Four metrics in green/amber/red before sending the case to the bank: DTI, PTI, employment tenure, and savings. Recalculated automatically whenever any data changes.
Dashboard widget with commissions by period (month, year, all-time). Signed closings, total amount, and average commission. Per-user view for admins.
Magic link with expiration so clients can upload their documents without registering. Each upload links to the checklist automatically. Revoke the link whenever you want.
Work from the office with the web app or on the road with native mobile apps. Data always in sync.
Kanban, lists, and full editing
Native mobile apps with React Native
Keep working without internet
Instant changes across devices
Interface available in four languages with full support for regional variations.
Request a personalized demo and discover how GoAgenticCRM Mortgage can help you close more cases in less time.