HypoManažer
Live
A workspace for mortgage and loan specialists.
HypoManažer guides advisers through the whole case: from the client call through collecting documents to preparing the bank application. AI helps extract documents and check them against bank criteria; the adviser approves everything.
Who it is for
Mortgage and loan advisers, financial specialists and their teams.
Operated by
Global Retail s.r.o.
Highlights
- The whole client case in one place – call, documents, notes, status
- Document requests via WhatsApp, e-mail or SMS after the adviser approves
- Checks against bank criteria and preparation for the bank portal