Cases and Applicants
Borrowers and guarantors, initial interview, case stages, and priorities in a single dashboard.
Credit Intermediation Software
Follow every credit case from first contact to signing, with financial analysis, bank proposals, and documents in one system.
Every credit case, from first contact to approval
A credit intermediary handles many applicants, banks, and documents at once, under tight deadlines. Spreadsheets and generic CRMs lose track of the case. We develop custom software that follows the stages of your work and shows, at every moment, what is missing to move forward.
- Cases with applicants, stages, and a history of every change
- Financial analysis with debt-to-income ratio, LTV, and credit costs
- Proposals to several banks, with the status of each one
- Documents with a checklist per stage and expiry control
- Sales funnel indicators by salesperson and channel
What can your credit intermediation software do?
Financial Analysis and Simulations
Debt-to-income ratio, LTV, taxes, and required equity, with calculators for amortization, debt consolidation, and capital gains.
Bank Proposals
Send the case to several banks, track each proposal through to approval, and generate pre-filled credit applications.
Document Management
Document checklist per stage, expiry dates, monthly series, and automatic file naming.
Business Indicators
Sales funnel, cycles, losses, and comparisons, with commissions and billing per case.
Built-in Email and Calendar
Emails linked to the case, templates, automatic follow-ups, and a synchronized calendar.
Roles and Responsibilities
Role-based access, supervisor sign-off, and controlled editing of each case.
Want to organize your credit cases?
Talk to us and see how a custom system can speed up your cases and give you visibility over the whole business.
Com a ferramenta da GIROSOFT conseguimos comunicar de forma mais profissional com os nossos públicos. A gestão de newsletters, pedidos de contacto e integração com outros sistemas de email tornou o processo mais eficiente e eficaz do que com plataformas genéricas como o Mailchimp. Ganhámos tempo, clareza e melhores resultados.
Luís Carvalho
CEO, Mindfulness.pt
Why Choose GIROSOFT
- 35 years of experience in custom software
- A platform built around how you work, not a generic solution
- Applications that work on desktop and mobile, installable like an app
- Close technical support, before and after launch, with every request tracked in a dedicated portal
- Integration with the Portuguese Tax Authority, payments, email, accounting, and the systems you already use
- Artificial intelligence applied where it saves real work
- Security and compliance with Portuguese legislation
Frequently Asked Questions
Find answers to common questions before getting in touch.
Does the software work for mortgages and other types of credit?
Yes. The system works by product and property purpose, with the limits and rules of each, and adapts to the products you work with.
Can I send the same case to several banks?
Yes. Each case can have proposals to several banks, each with its own status, through to approval.
How are client documents controlled?
Each stage has its own document checklist, with expiry dates and alerts for what is missing, and files are stored in the case.
Can I measure my sales team's performance?
Yes. Funnel indicators show conversions, cycles, losses, and comparisons by salesperson and source channel.
Are email and calendar linked to the cases?
Yes. Emails are linked to the right case and the calendar syncs with your email account's calendar.