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It enables the simple and effective brokerage of mortgages, insurance and financial services offered in combination with consumer finance, thanks to an all-in-one platform designed to optimise the productivity of the commercial network.
The solution allows you to track customers and related parties in a structured manner, with customisable personal data and advanced file management. Each dossier can include document uploads, internal notes, updates from external sources and advanced consultation features to ensure maximum clarity and operational speed.
Request more information and discover how our technologies can support your business.