Agents model financing, clients track progress, partners earn commissions — one workspace where the entire loan lifecycle actually makes sense.
You have 4 applications requiring attention
Active Loans
Pending Docs
This Month
Commissions
Maria Schmidt
€320,000
Klaus Weber
€485,000
Julia Fischer
€275,000
Anna Mueller
€410,000
Already powering deals with
What's inside
Real fee calculations, automated document flows, and partner commissions — built specifically for how German mortgage brokers actually work.
Model purchase costs with real fees — transfer tax, notary, agent commission. Design Annuity, KfW, or Subordinated loan concepts and simulate monthly payments.
Drag-and-drop uploads with auto-categorization. Track document requests from pending to verified. Supports PDF, images, and HEIC.
Integrated NeetoCal booking. Clients see consultant availability, schedule or reschedule consultations, and join meetings with one click.
Branded referral links per partner. PRO and Premium tiers. Automatic referral and sales commission tracking with full audit trail.
Dual session support — personal and company accounts. QR-code login, session persistence, and direct client messaging from the portal.
DocuSeal integration for digital document signing. Clients sign from any device — no printing, scanning, or mailing required.
For Loan Agents
Your pipeline, commissions, and client communication in one place. Know exactly where each application stands without digging through emails.
Pipeline overview
Track every loan from Request Data through Offer Review to Complete — in real time.
Commission tracking
Referral and sales commissions calculated automatically. See percentages, amounts, and partner performance.
Client communication
WhatsApp sessions (personal + company), email ingestion, and in-app messaging.
Document requests
Request specific documents by category, track upload status: pending, uploaded, verified, or rejected.
3
Request
2
Verify
3
Appoint.
5
Review
5
Bank
6
Complete
HomeFirst GmbH
PRO€485,000 · 1.2%
TrustBank AG
Premium€320,000 · 0.8%
Direct Referral
PRO€275,000 · 1.5%
Closing Fees
Self Capital
€70,000
Loan Amount
€336,745
Monthly Rate
€1,380
Loan Type
Annuity
Request Data
Verification in Progress
Consultation Appointment
Offer Review
Requested Documents
Processing with Bank
Complete
For Clients
Model real costs with actual German fees, track your application step-by-step, and sign documents from your phone. No guesswork, no waiting on callbacks.
Interactive loan calculator
Model purchase costs with real German fees — Grunderwerbsteuer, Notar, and Makler. Compare Annuity, KfW, and Subordinated loan types.
Real-time status tracking
Follow every step from Request Data through Processing with Bank to Complete with a visual timeline.
Secure document upload
Drag-and-drop with auto-categorization. Track each document from pending to verified.
E-signatures built in
Sign via DocuSeal from any device. No printing, scanning, or mailing.
Property Listings
Upload exposés, auto-extract property data, place every listing on the map, and share client-safe views with address privacy controls.
Drop a PDF or image and turn rooms, price, area, energy class, and location into a listing.
Hide exact addresses from viewers. They see only city and postal code until approved.
Share a curated property shortlist with documents, map context, and privacy controls intact.
How It Works
Through a branded partner referral link or directly. Turnstile-protected form captures financing type, employment status, and property details.
Application lands on the dashboard. Agent assigns a consultant, verifies data, and schedules a consultation appointment.
Client uses the loan calculator to explore concepts. Agent builds Annuity, KfW, or Subordinated offers with real fee breakdowns.
Documents signed digitally via DocuSeal. Commissions tracked and paid. Application marked Complete.
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Less time per application
0
More deals closed per agent
0
Clients who recommend us
Set up takes minutes. Just open the dashboard and start modeling your first deal.