Mortgage operations · SaaS · Custom branding
A platform for mortgage advisors, banking correspondents and real estate agencies moving beyond spreadsheets to manage deadlines and give customers visibility.
Branded landing page with financing form and LGPD consent, manual registration and existing CPF/CNPJ detection. SAC and PRICE simulations across Santander, Bradesco, Itaú and Caixa, with up to 8 scenarios: initial and final payments, total paid, interest, insurance, CET and minimum income. Bank eligibility checks, SFH, SFI, MCMV, FGTS and special rates for account holders.
Branded comparative PDF with scenario summaries and the best option highlighted. Custom branding on the landing page, platform light and dark themes and documents.
Configurable stages, parallel bank proposals, bank-specific statuses and rejection reasons, checklists and customer document uploads. SLA deadlines and alerts, kanban and complete history.
Progress access through CPF/CNPJ and protocol, document uploads and PDF downloads. Email and WhatsApp notifications reduce status requests.
Metrics from lead to contract, approval rate, performance by bank and owner, overdue processes, expected versus received commissions and data exports.
Custom action-level roles, visibility over all, team or personal processes, sensitive data masking, approval owners and deadlines, requester/approver separation and approval inbox. One login for multiple companies.
Company-enforced MFA, encrypted documents, non-editable audit trails, isolated company data and personal data anonymization when a company is deleted. Dedicated administration for companies, plans, usage and support access.
Mortgage advisory firms, banking correspondents and real estate agencies.
| Plan | Users | Processes/month | Storage | Additional features |
|---|---|---|---|---|
| Essential | 5 | 50 | 10 GB | Core operational features |
| Professional | 20 | 300 | 50 GB | Automatic stage approval |
| Enterprise | 100 | 2,000 | 500 GB | All features, custom branding and PDFs without powered by branding |
Limits can be adjusted per customer. Ask about implementation and subscription terms.
Talk to Veritaris about your operations and see how the platform can fit your business.