An application customers finish instead of abandoning.

For credit brokers, leasing companies, insurance agencies and fintechs we build processes where security and convenience do not cancel each other out.

What usually doesn’t work

  • The application has 40 fields

    Customers abandon the form halfway and the adviser calls to ask the same questions.

  • Documents travel by email

    Scans of IDs and certificates land in inboxes, which is both a risk and a mess.

  • No single customer view

    Policies, loans and leases of one customer sit in different systems.

Calculators, customer portals, application workflows and systems for brokers.

This is what it could look like for you

A simplified, working part of a system we build for companies in this industry. Try it out.

Mortgage calculator

What we build for companies in this industry

We combine modules into one system or roll them out one by one, starting with what brings the fastest result.

  • Calculators and comparisons

    Loan, lease and premium calculators that save the result as a lead for an adviser.

  • Multi-step online applications

    Forms split into steps, saved progress and company data fetched from the GUS registry.

  • Secure document flow

    Encrypted uploads, identity verification and e-signatures.

  • CRM for advisers

    Case pipeline, commissions and policy renewal reminders.

  • Customer portal

    Repayment schedule, policies, claims and chat with the adviser.

  • Compliance and audit

    GDPR consent register, AML, access logs and data retention.

How we start

  1. 1

    Call and workshop

    An hour-long call, then a workshop with your team. We map processes, problems and what will bring the fastest result.

  2. 2

    Figma prototype

    A clickable design of the key screens that you test with staff or customers before any code is written.

  3. 3

    First version in 8–12 weeks

    We build in two-week sprints. After each one you see a working part of the system.

  4. 4

    Launch and growth

    Training, data migration, support and further modules by priority.

Industry questions

Will you meet the KNF outsourcing requirements?

We prepare the architecture documentation, risk analysis and business continuity plan an audit requires.

Where do you host customer data?

In EU data centres, encrypted at rest and in transit.

Do you integrate with banks?

Yes, through partner APIs, Open Banking (PSD2) and identity verification providers.

Show us how you work today. We’ll suggest what to change first.

Tell us briefly what you do and what you want to improve. We reply within one business day with a proposed time for a call.

Book a free consultation