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





