The cockpit for credit brokers

Your entire credit brokerage, run from a single screen

From first contact to funds release: contacts, opportunities, financing files, documents, signatures and client relationships in one platform. Hosted in Europe, GDPR-compliant and available in 26 languages.

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Credit broker working with BrokerSaaS
  • Built for credit and insurance brokerage offices
  • Built-in business-introducer portal
  • GDPR-compliant — data hosted in Europe
  • Interface in 26 languages
  • White-label portal and client space
Why we built it

A broker’s job is about relationships, advice and judgement — not time lost on administrative busywork.

We built BrokerSaaS to give that time back to brokers. A platform that triages, automates, translates and secures behind the scenes, so your teams can focus on what truly matters: their clients. Making the day-to-day easier, caring for every relationship, and helping the firm grow — that’s what brought us together.

All your tools in one place, to simplify your day

BrokerSaaS brings your management and communication tools together in a single platform — to make life easier for your teams and your client relationships.

Visualise the potential

See a prospect’s potential at a glance

A near-human AI handles first interactions, qualifies the request and automatically computes borrowing capacity against the limits you set. You spend your energy where it pays off.

  • Automatic first triage of opportunities
  • Borrowing capacity computed against your criteria
  • Instant first replies, around the clock
Automate

Your processes, the real engine behind every case

90% automation for 100% ease. As steps progress, client exchanges — document requests, follow-ups, confirmations — fire on their own. Your cases move forward without you having to think about it.

  • Follow-ups and steps triggered automatically
  • Guided document requests
  • Deadlines kept, fewer things forgotten
Speak the client’s language

Break the language barrier, polish every word

Even when writing isn’t a team member’s strength, the AI engine rephrases the message and translates it into the client’s language. Every exchange stays clear, professional and warm.

  • Commercial rewriting of messages
  • Automatic translation into the client’s language
  • A polished image on every channel
Reassure the client

An informed client is a confident client

The portal gives clients a clear view of their case progress and of the information you hold — with the option to request a correction. The result: fewer calls, more trust.

  • Real-time case tracking
  • Transparency on the data held
  • Self-service correction requests
Security & peace of mind

Your data encrypted, and always under your control

Everything is encrypted and only decrypted on demand. Each office has its own environment and database: no leak possible between firms. Anonymous mode hides sensitive data on screen — no more names shown by accident when sharing your screen.

  • Encryption + one database per office
  • On-screen anonymous mode
  • Trash: recovery for up to 30 days
Lead your team

See your team’s activity, day after day

An activity calendar shows what each team member has done: tasks, meetings, calls, emails, SMS, WhatsApp. Set targets per person, team or office, track the trend daily and reward those who outperform.

  • Activity calendar per team member
  • Yearly targets + daily tracking
  • Merit-based commissions and rewards
AI on your terms

Powerful when needed, confidential always

Two engines, your choice: the private BrokerSaaS engine processes confidential documents without ever sending them outside; the cloud engine, more powerful, drives your AI agents and enrichment. And you create agents with their own personality, hours and response time.

  • Private confidential engine + powerful cloud engine
  • Fully configurable
  • Customisable AI agents (tone, hours, delays)
Brand image

A consistent brand, down to every email

Ready-to-use email templates — usable in your processes or by your staff — and custom signatures for your key moments (property fair, campaign…). From first contact to signing, your office projects a consistent image everywhere.

  • Professional email templates (processes & staff)
  • Brand and tone applied everywhere
  • Custom event signatures
Return on investment

An investment that pays for itself

For a business owner, what matters isn't the spend but the return. By consolidating your tools, automating the routine and putting AI on the front line, BrokerSaaS lowers your cost to handle each case and gives billable time back to your advisors.

  • All in one place

    CRM, telephony, email, video, e-signature and AI work together in a single platform — instead of scattered tools that ignore each other.

  • Productivity

    AI absorbs routine requests and only escalates to an expert when complexity is real. Your advisors stay on high-value cases.

  • Administrative load

    Clients upload, sign and book on their own; follow-ups and case steps run without intervention.

The investment pays for itself: the time saved and the tools it replaces quickly outweigh the outlay — a return you can measure on your own cases from the demo onwards.

« Finally a tool that follows the way we work: the file, the documents, the signature and the client, all in one place. »

Built with European credit brokerage offices

Ready to run your brokerage office from a single screen?

Book a personalized demo. We’ll show you how BrokerSaaS adapts to the way you work.

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