A complete platform for wealth managers, brokers and business introducers. Create, share, and manage financing simulations together.
€500k+
in financing requested through simulations
4 roles
connected in real time
1 app
for introducers and brokers
<3 min
to send a simulation
Not a video — the real CredizZ interface, scaled to the page.
The whole firm — simulations, prospects and commissions at a glance.
128
+12%Created this month
47
+5%Converted
312
+24%Received
€18,400
In progress€3,200 pending
Reply activity
Activity over the last 14 days
Quick actions
New simulation
Create a simulation
New prospect
Add a prospect
Recent activity
Latest interactions
Sophie Martin
sophie@cabinet.fr
Claire Dupont
claire@immo.fr
Hugo Leroy
hugo@leroy.fr
Ready to try it? Request a demo →
Open a card to see how each feature is built and why it exists.
The CredizZ flow
Runs the firm
Creates simulations
Manages the team
Sees every case
Pays commissions
Brings the deals
Sends simulation links
Tracks prospects
Receives commissions
Works the cases
Manages cases
Talks with the client
Books meetings
Generates mandates
Owns the project
Completes the simulation
Uploads documents
Books a meeting
Gets status emails
01 / 09|Admin → Introducer·Invites and manages the introducer
CredizZ connects firms, brokers and introducers around the same simulations, notifications and commissions — from the first study through to the signed deed.
The CredizZ admin desk brings production, shared files and broker activity together. Follow simulations, follow-ups and firm performance without spreadsheets or scattered tools.
Receive shared simulations, keep documents and messages in one place, notify the network and follow prospect status — from analysis to signature, in one compliant workflow.
Introducers submit qualified leads from the web or the mobile app, see progress in real time and follow the commissions owed to them — without chasing anyone by email.
Managers, brokers and introducers work on the same files, the same notifications and the same history. Collaboration, transparency and compliance — without friction.
Firm production
Simulations · Files · Network
Simulations
128
+12% month
Active files
47
18 shared
Brokers
9
3 introducers
File pipeline
Broker · CredizZ
Martin · Mortgage €320k
Shared by advisor · Simulation #4821
Dubois · Restructuring
Documents received · Under review
Lefèvre · SCPI referral
New introducer lead · To qualify
Introducer
CredizZ app
Commissions to pay
1 250 €
3 eligible files this month
Recent activity
Commission to pay
Martin file · +€420
Status updated
Dubois · Broker review
New share
Simulation sent to the firm
Firm · Broker · Introducer — one file thread
Brokers, advisors, and introducers on how they work with CredizZ every day.
“We moved our entire introducer flow onto CredizZ. Cases arrive clean, follow-ups are automatic, and the team spends less time on logistics and more time advising.”
Sophie Marchand
Managing director
Cabinet AFR, Orléans
“I used to juggle WhatsApp, email, and a spreadsheet. Now everything is in one place. The built-in chat alone saves me an hour a day.”
Thomas Renard
Mortgage broker
Paris 12th
“I open a case, click share, and move on. The borrower gets everything, uploads the documents, and I am notified at each step. That is exactly what I needed.”
Inès Badaoui
Business introducer
Lyon
“The client finishes the simulation in under three minutes. It changed our conversion on cold outreach. We sign faster.”
Marc Fontaine
Wealth advisor
Bordeaux
“The document analysis flagged two risky cases in a month. This is not just a CRM. It is a real safety net for the practice.”
Camille Verne
Financing advisor
Nice
“I recommend it to independents who are starting to scale. Setup is quick, support answers fast, and the features cover the daily work.”
Antoine Legros
Independent broker
Strasbourg
“We moved our entire introducer flow onto CredizZ. Cases arrive clean, follow-ups are automatic, and the team spends less time on logistics and more time advising.”
Sophie Marchand
Managing director
Cabinet AFR, Orléans
“I used to juggle WhatsApp, email, and a spreadsheet. Now everything is in one place. The built-in chat alone saves me an hour a day.”
Thomas Renard
Mortgage broker
Paris 12th
“I open a case, click share, and move on. The borrower gets everything, uploads the documents, and I am notified at each step. That is exactly what I needed.”
Inès Badaoui
Business introducer
Lyon
“The client finishes the simulation in under three minutes. It changed our conversion on cold outreach. We sign faster.”
Marc Fontaine
Wealth advisor
Bordeaux
“The document analysis flagged two risky cases in a month. This is not just a CRM. It is a real safety net for the practice.”
Camille Verne
Financing advisor
Nice
“I recommend it to independents who are starting to scale. Setup is quick, support answers fast, and the features cover the daily work.”
Antoine Legros
Independent broker
Strasbourg
“I recommend it to independents who are starting to scale. Setup is quick, support answers fast, and the features cover the daily work.”
Antoine Legros
Independent broker
Strasbourg
“The document analysis flagged two risky cases in a month. This is not just a CRM. It is a real safety net for the practice.”
Camille Verne
Financing advisor
Nice
“The client finishes the simulation in under three minutes. It changed our conversion on cold outreach. We sign faster.”
Marc Fontaine
Wealth advisor
Bordeaux
“I open a case, click share, and move on. The borrower gets everything, uploads the documents, and I am notified at each step. That is exactly what I needed.”
Inès Badaoui
Business introducer
Lyon
“I used to juggle WhatsApp, email, and a spreadsheet. Now everything is in one place. The built-in chat alone saves me an hour a day.”
Thomas Renard
Mortgage broker
Paris 12th
“We moved our entire introducer flow onto CredizZ. Cases arrive clean, follow-ups are automatic, and the team spends less time on logistics and more time advising.”
Sophie Marchand
Managing director
Cabinet AFR, Orléans
“I recommend it to independents who are starting to scale. Setup is quick, support answers fast, and the features cover the daily work.”
Antoine Legros
Independent broker
Strasbourg
“The document analysis flagged two risky cases in a month. This is not just a CRM. It is a real safety net for the practice.”
Camille Verne
Financing advisor
Nice
“The client finishes the simulation in under three minutes. It changed our conversion on cold outreach. We sign faster.”
Marc Fontaine
Wealth advisor
Bordeaux
“I open a case, click share, and move on. The borrower gets everything, uploads the documents, and I am notified at each step. That is exactly what I needed.”
Inès Badaoui
Business introducer
Lyon
“I used to juggle WhatsApp, email, and a spreadsheet. Now everything is in one place. The built-in chat alone saves me an hour a day.”
Thomas Renard
Mortgage broker
Paris 12th
“We moved our entire introducer flow onto CredizZ. Cases arrive clean, follow-ups are automatic, and the team spends less time on logistics and more time advising.”
Sophie Marchand
Managing director
Cabinet AFR, Orléans
What you need to know before starting with CredizZ.
Join the ecosystem that connects wealth advisors, brokers, and introducers so every credit case can be shared, reviewed, and paid.
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