Role-based solutions

An ecosystem built for
how you work.

CredizZ connects firms, brokers, and introducers in one flow — on the web, and through the mobile app to submit and follow deals on the move.

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Advisors

Steer

Simulations, teams, and a consolidated book.

Brokers

Process

Cases, statuses, and day-to-day follow-up.

Introducers

Bring

Leads, commissions, and the CredizZ mobile app.

Borrowers

Send

Simulation, documents, and appointments.

By role

A path for every role.

One platform — web for everyone, and a mobile app for introducers in the field.

Advisors

Steer simulations
and the network.

Keep simulations, cases, and teams on CredizZ. Fewer scattered emails, a clear firm view.

SimulationsTeamsProduction
Interface Advisors
Preview Advisors

Key point

Consolidated view

Cases, brokers, and activity in one place.

Workspace

Firm desk

Networks and custom projects

Need something tailored?

Tell us how you are organised. We look with you at what is realistic on CredizZ: training, setup, and project changes.

Contact us