CRM built for credit brokers
The only CRM that understands credit brokerage. Built by someone with 20+ years in the financial industry.
Problems we solve
Tracking clients in Excel?
With 200+ clients, spreadsheets become a nightmare. You miss follow-ups, lose context, duplicate entries.
Missing regulatory reports?
Regulators require accurate data. Manual collection takes days — and you risk errors.
Your team lacks visibility?
Everyone has their own notes, nobody sees the full picture. When a colleague is on vacation, clients wait.