eGO CRM Credit Intermediation
The leading solution in the market.
Everything you need to manage, monitor, and grow your business.
Automated Credit Process Management
eGO CRM Credit Intermediation enables complete management of credit processes through an intuitive and automated workflow, from lead generation to contract signing with the bank or financial institution. All customer data is collected and managed securely and in compliance with GDPR.
Automatic Simulators and Calculators
With simulators available for each type of credit and cost and tax calculation tools, intermediaries can perform assessments and analyses tailored to each client profile.
Integration with Banks and Financial Institutions
Automatic integration with banks and financial institutions streamlines the entire credit process, increasing organization, centralizing information, and storing all documentation in a single system.
Proposal Automation with AI
eGO CRM Credit Intermediation enables, with the help of Artificial Intelligence (AI):
- Automation of collection, analysis, and registration of all information from bank credit proposals;
- Automatic preparation of presentations for the end customer.
Digital Marketing and Integrated Website with Automatic Lead Generation
A website with Professional Design strengthens the digital presence of the Credit Intermediary.
With eGO CRM you have access to:
- Professional websites and landing pages;
- Automation of email marketing campaigns and newsletters;
- Website optimized for lead generation and capture with automatic synchronization and registration in the CRM;
Document Management and Automatic Data Collection
eGO CRM automatically manages all documentation required in each credit process:
- Automatically integrates information into each process;
- Allows, through the data collection tool, the automatic capture of customer information from Banco de Portugal and Tax Authority, at no additional cost per process.
Team and Performance Management
With eGO CRM Credit Intermediation you have a global view of your business management:
- Provides production control dashboards by product, bank/financial institution, distribution network, and partners;
- Allows you to control the performance of different team and consultant profiles;
- Commission management by bank and distribution channel;
Customer Portal
The Customer Portal is a differentiating factor in customer proximity and loyalty. With eGO CRM Credit Intermediation, customers have access to:
- All information about the status of their credit process;
- Manage and add their documents and personal data automatically.
Automatic Integration with Banks and Financial Institutions
Questions about Credit Intermediation CRM
What is eGO CRM Credit Intermediation?
eGO CRM Credit Intermediation is a management platform to support the business of credit intermediaries, organizing and automating credit processes and enabling automated connection with banks and financial institutions.
Focused on innovation and integration of the most advanced technology, it allows managing processes with artificial intelligence for different credit products (housing, personal, auto, business), ensuring the fastest proposal presentation to the end customer.
Does the system belong to a bank?
eGO CRM Credit Intermediation does not belong to any bank, but allows automatic connection with most banks and financial institutions in the market through APIs.
Do I need certification or to belong to a network to access eGO CRM?
You do not need to be an intermediary to manage your processes through eGO CRM.
eGO CRM is a Management CRM that can be contracted by anyone or business owner who needs to manage their business or team through an innovative platform.
This Credit Intermediation CRM is independent and does not belong to any Credit Intermediation network.
Which credit products can I manage in the CRM?
eGO CRM Credit Intermediation allows management of the following credit products: Housing, Personal, Auto, Consolidated, and Leasing.
How does my clients' Data Protection work?
eGO CRM Credit Intermediation is a platform that guarantees the management of customer data with maximum protection and technological security, complying with GDPR principles.
Choose the market-leading Credit Intermediation CRM.
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