Digitaler Assistent

The Digitaler Assistent, developed by Finanzmakler.online GmbH, is a web-based software solution aimed at streamlining the real estate financing and acquisition process for financial intermediaries, financial institutions, and real estate agents. This versatile tool is designed to cater to the needs of professionals in these industries by providing features such as:

Website Integration: Seamless integration into the websites of financial intermediaries, financial institutions, and real estate agents, ensuring a unified user experience and easy accessibility for customers.

Customer Data Capture: Capture of customer data, including personal and financial information, through a user-friendly interface, ensuring accurate and secure data collection.

Feasibility Assessment: Comprehensive assessment based on customer data, providing insights into eligibility and suitable financing options.

Financing Offers Generation: Generation of financing offers based on customer data and available financing options, offering customers a clear overview of financing options for informed decision-making.

Online Financing Applications: Convenient submission of financing applications online, eliminating the need for paper-based applications and accelerating the overall financing process.

Automatic Email Notifications: Automatic email notifications sent to customers and financial intermediaries throughout the financing process, keeping them updated on the status of applications and other relevant communications.

CRM Integration: Integration with customer relationship management (CRM) systems, ensuring seamless data flow and efficient lead management.

Reporting and Analytics: Reporting and analytics features to track and analyze key metrics related to customer interactions and financing applications, helping identify areas for improvement and optimizing the overall financing process.